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№ 01Buying & Selling a Business · Machine Shops & Fabrication · Canada-Wide

Buying or selling a machine shop or fabrication business

CNC machine shops and fabrication businesses sell on a mix of specialized equipment and OEM supply relationships — and those two things pull in different directions. The equipment is usually financed and needs a PPSA search; the OEM contracts often have their own change-of-control language that has nothing to do with how you structure the deal.

Part of Industrial & Manufacturing — see the family overview.

№ 01.1The Numbers That Drive the Deal

The numbers behind the deal

Every figure below is a typical Canadian deal-market pattern, not a valuation — use it to sanity-check what you're being told.

MetricTypical benchmarkUse this to
Valuation conventionPriced off a multiple of normalized EBITDA, with order backlog and OEM contract concentration each weighing on the number.Separate the earnings multiple from backlog value before you anchor on a price.
OEM/supply contract concentrationRevenue concentrated with a small number of OEM or tier-one supply customers is common, and those contracts frequently carry their own change-of-control terms.Weigh customer concentration against contract assignability, not just revenue share.
Equipment financing loadSpecialized CNC and fabrication equipment is frequently financed or leased rather than owned outright, which shapes what a PPSA search turns up.Confirm how much of the asking price is genuinely unencumbered equipment.
Certification continuityISO or other quality certifications are typically issued to the corporate entity, and their continuity is a real question in an asset sale.Check whether a certification your OEM customers require survives the structure you're choosing.
Environmental diligence scopeOwned facilities using metalworking fluids and coolants typically warrant a Phase I environmental site assessment.Budget diligence time for the facility if it's owned, not just the equipment.
1

An OEM or supply contract's change-of-control clause is written by the customer, not the seller — it can be triggered by a share sale as easily as an asset sale, and it's reviewed on its own wording, not assumed away.

2

PPSA searches on CNC and fabrication equipment matter more here than in most sectors — specialized machinery is commonly financed, and a lien follows the equipment, not the paperwork you were shown.

3

ISO and similar quality certifications are generally held by the corporate entity, not transferable the way a piece of equipment is — an asset sale usually means starting the re-certification process, which can matter to OEM customers who require it.

№ 01.2The Deal, End to End

Six steps, from offer to ownership

The same sequence underlies almost every machine shop or fabrication business deal — what changes from deal to deal is how long each step takes, and which one becomes the bottleneck.

Reaching an agreement

01

Offer & conditions

The offer sets price and key terms — for a machine shop or fabrication business it should build in the conditions that actually matter from day one, not just financing.

usually 1–2 weeks
02

Agreement of purchase & sale

The APS fixes price, structure — asset or share — and closing date, plus the reps, warranties, and holdbacks that protect you if diligence turns up something different than promised.

1–3 weeks to negotiate
03

Key transfers open in parallel

OEM/supply contracts, Environmental (Phase I/II), Equipment & PPSA, ISO/quality certifications, Staff all start moving at once, on separate clocks — this is usually where machine shop or fabrication business deals are won or lost.

often the critical path

Getting to closing

04

Diligence & searches

Corporate, PPSA lien, and litigation searches confirm what you're actually buying; we chase down licence standing and records the seller doesn't always have to hand.

2–4 weeks, in parallel
05

Closing day

Funds, keys, and signed documents change hands, alongside any inventory count and interim authorizations that bridge the gap until final transfers are confirmed.

1 day, once conditions are met
06

After closing

We track final licence confirmation and the staff transition through to completion — nothing is left for you to chase once the deal is done.

1–2 week tail
Most single-location deals close in 60–120 daysLarger, multi-location, or regulator-heavy deals typically run longer.
№ 01.3Deal Structure

Asset sale or share sale?

This is the first real decision in almost every machine shop or fabrication business deal — and it changes what you're buying, what you're taking on, and how it's taxed.

QuestionAsset purchaseShare purchase
What you buyThe shares of the corporation — its OEM relationships, certifications, and operating history, all in place.The business's assets — equipment, inventory, and some contracts where assignable, purchased separately.
OEM/supply contractsGenerally continue automatically, subject to reviewing whether change-of-control language is triggered anyway.Each contract reviewed individually for assignability; customer consent obtained where required.
Equipment & PPSAFinancing and liens stay with the corporation and its balance sheet.Equipment purchased free of prior liens, with payouts arranged at or before closing.
ISO/quality certificationsGenerally continue with the corporate entity that holds them, subject to any recertification audit the body requires.Typically require a fresh application or audit under the buyer's own entity.
Tax angleSeller may access the lifetime capital gains exemption on qualifying shares.Buyer gets a stepped-up cost base on the assets purchased; an HST election may apply.
Seller's liabilitiesCome with the company, known and unknown — diligence matters more here than in most sectors.Generally stay behind with the seller's existing corporation.
StaffEmployment generally continues uninterrupted — the employer doesn't change.Employment Standards Act continuity rules typically apply to how staff carry forward.
Typical useCommon, particularly where OEM contracts or a quality certification make continuity of the existing corporation valuable.Considered where the buyer wants specific equipment and a clean start, without the corporation's history.
What you buy
Asset sale

The shares of the corporation — its OEM relationships, certifications, and operating history, all in place.

OEM/supply contracts
Asset sale

Generally continue automatically, subject to reviewing whether change-of-control language is triggered anyway.

Equipment & PPSA
Asset sale

Financing and liens stay with the corporation and its balance sheet.

ISO/quality certifications
Asset sale

Generally continue with the corporate entity that holds them, subject to any recertification audit the body requires.

Tax angle
Asset sale

Seller may access the lifetime capital gains exemption on qualifying shares.

Seller's liabilities
Asset sale

Come with the company, known and unknown — diligence matters more here than in most sectors.

Staff
Asset sale

Employment generally continues uninterrupted — the employer doesn't change.

Typical use
Asset sale

Common, particularly where OEM contracts or a quality certification make continuity of the existing corporation valuable.

We tell you which structure fits — before you sign anything.

№ 01.5Due Diligence, Both Sides

What gets checked before closing

Different lists depending on which side of the deal you're on — both matter for how smoothly closing goes.

If you're buying

  • 3 years' financials + normalized EBITDA
  • OEM/supply contract concentration & assignability review
  • PPSA and lien searches on CNC/fabrication equipment
  • Phase I environmental assessment (Phase II if warranted), if facility is owned
  • ISO or other quality certification status
  • Corporate and litigation searches
  • Order backlog review
  • Staff roster, key operators & ESA obligations
What we do: run the searches, chase the certificates, and flag anything that changes your price or your conditions.

If you're selling

  • Clean books and up-to-date filings
  • OEM contract change-of-control provisions identified early
  • Equipment lien payouts lined up before closing
  • Environmental history documented ahead of Phase I, if facility is owned
  • Certification documentation organized for buyer review
  • Staff retention plan for certified/key operators
What we do: tell you what a buyer's lawyer will ask for — before they ask for it.
№ 01.6Costs & Fees

You'll know the number before we start

No open-ended hourly surprises — the cost is confirmed in writing before any work begins.

Type of workFeeHow it's confirmed
Straightforward purchase or saleStarting from $3,388.87
Our charges · taxes included
Confirmed in writing once we see the agreement.
Larger or more complex dealQuoted to scopeShort call → fixed written quote before any work begins.
Searches, filings & third-party feesAt costItemized on your invoice, not marked up.
Other costs to budget for, depending on your deal: equipment lien payout or refinancing costs, environmental assessment fees if the facility is owned, certification re-audit fees, and a broker's success fee if the deal was listed. We confirm all of these once we see your agreement.
Most deals start here

An owner-run business

A single-shop CNC or fabrication business with a manageable OEM customer list and mostly-owned equipment.

Start my file
A bit more involved

A larger or more complex deal

A facility with owned real property triggering environmental review, concentrated OEM contracts, or ISO certification that needs to survive the structure you choose.

Book a consultation

Not sure which you are? That's our job to figure out, not yours. As a rough guide, most deals under a couple of million dollars are the first kind — above that, you're usually in Mergers & Acquisitions territory.

№ 01.7The Landscape

Machine Shops & Fabrication, in context

Typical deal size
$300K–$5M
Typical closing
60–120 days
Usual structure
Share sale

Typical patterns across Canadian deals — not a quote or advice; every deal is confirmed on its own facts.

№ 01.8Before You Ask

Common questions

We're a share sale — does that mean our OEM contracts are automatically fine?

Not necessarily. Many OEM and supply agreements define 'change of control' broadly enough to be triggered by a share sale, not just an asset sale, so the contract itself may still require notice or consent. We review the actual wording of your material contracts rather than assume a share structure sidesteps this.

Most of our equipment is financed — how does that affect a sale?

A PPSA search will show what's registered against your machinery, and any financing typically has to be paid out, assumed, or otherwise dealt with before or at closing. It's common in this sector, and we build the payout mechanics into the closing steps rather than leaving it as a surprise on closing day.

Do we lose our ISO certification if we do an asset sale instead of a share sale?

Generally, yes in the sense that certifications are typically issued to the corporate entity, so an asset sale usually means the buyer starts a fresh application or audit rather than inheriting the existing one. If an OEM customer requires that certification, we factor the re-audit timeline into the closing plan so there isn't a gap.

One customer accounts for a large share of our revenue — does that scare buyers off?

It changes how the deal is priced and structured more than it kills a deal outright — concentration is weighed against how assignable that customer's contract actually is. We help you understand how a buyer is likely to view that concentration before you're negotiating price against it.

Why would a buyer want to do a share sale instead of just buying our equipment?

Usually because the OEM relationships, certifications, and operating history are worth more intact than re-papered — those things don't automatically follow a piece of equipment out the door. Whether that trade-off makes sense for a specific deal depends on what liabilities come with the corporation, which is exactly what we help you weigh.

№ 01.9Resource Register

Official links

ResourceOfficial link
Ontario environmental site assessment standards (MECP)
Phase I/II review for owned facilities
Visit www.ontario.ca
Personal Property Security Registration (PPSR)
Equipment lien searches
Visit www.ontario.ca
WSIB — workplace safety and insurance
Employer account standing on a sale
Visit www.wsib.ca
Employment Standards Act — general guide
Staff continuity on a sale
Visit www.ontario.ca

Where we close machine shop or fabrication business deals

Ready to begin?

Tell us about your machine shop or fabrication business deal — we'll point you the right way and confirm the cost in writing before any work begins.

Prefer to talk first? Call 1-844-900-1070 — it’s free.
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