Book a Meeting with Morgan Tate
Born and raised in Victoria and a graduate of the Gustavson School of Business, Morgan began his career at IG Wealth Management crafting financial plans for small business owners. He learned that a successful exit does more than fund retirement. It preserves jobs and keeps businesses rooted in their communities. Morgan went on to co-found DealBuilder, a software for business brokers. After scaling the business and closing over $250M in transactions, he sold DealBuilder to Deal Studio and gained firsthand experience of what it takes to exit a business. At Chinook, Morgan applies that practical exit experience, entrepreneurial grit, and pragmatic problem-solving to help hardworking entrepreneurs sell with confidence. He focuses on structuring fair, low-stress deals that protect value, preserve community impact, and leave owners financially secure without sacrificing the health and clarity that built the business.
Introductory Buyer Meeting
A short, focused call to get acquainted, understand what you’re looking for in a business, and determine how Chinook can support your search. Ideal for first-time buyers or anyone exploring opportunities. All information shared during this meeting is strictly confidential and will not be disclosed to any third party without your explicit consent.
Introductory Seller Meeting
A conversation for business owners considering a sale. We’ll review your goals, walk through your situation at a high level, and outline what a potential exit could look like. Everything discussed in this meeting, including your business details, intentions, and personal information, is kept fully confidential and will not be shared with anyone outside Chinook without your written authorization.