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Insights & Resources

Resources for owner-led businesses.

Free guides, the Freedom Engineered™ podcast, and case studies to help you scale, increase enterprise value, and prepare for a successful exit.

Free Guides

Practical guides you can use today.

Free, sourced and written to be used, for founders and for the advisors who serve them.

Cover of Scale on Purpose
Founders · 18 pages

Scale on Purpose

What to fix first when you want to grow, who helps you fix it, and when to bring each fractional leader in.

Get the free guide Cover of Close the Value Gap
Wealth managers · 14 pages

Close the Value Gap

Why the business is the centre of your owner client's plan, and how to help close the value gap.

Get the free guide Cover of Deal Ready
M&A advisors · 13 pages

Deal Ready

Why lower middle market deals break, what buyers price in, and how sellers get deal ready.

Get the free guide
Cover of What Every Canadian Business Owner Should Know About Transition and Succession
Owners · 22 pages

What Every Canadian Business Owner Should Know About Transition & Succession

The difference between succession and transition, the events that force the decision, the paths an owner can take, and how to build a plan that holds. Published by The Shaughnessy Group.

Get the free guide
Coming soon

The Freedom Assessment Workbook

A self-guided companion to score your business across the five areas that decide value and freedom.

Coming soon

The Owner-Independence Checklist

The practical steps that move a business from owner-dependent to owner-optional.

Podcast

Freedom Engineered™ conversations.

Candid conversations with owners, operators, and advisors on scaling, value creation, transition, and life after the business.

Transition & succession: what every Canadian owner should know

David Prowse of the Shaughnessy Group sits down with Roy De Medeiros for a wide-ranging conversation on preparing a business, and an owner, for a successful transition.

Host: David Prowse, Shaughnessy Group
Guest: Roy De Medeiros, CEPA® · Founder & CEO, Fulkrem Management Group

Watch on YouTube ↗

Follow us on LinkedIn for new episodes.

More episodes

Fulkrem partners in conversation.

Jay Davis, Fractional COO · 34 min

Run the business, improve the business

On the Expert Interview Series from Selling Your Canadian Business, Jay Davis tells host David Prowse (Shaughnessy Group) why the path to a profitable business and the path to a successful exit are the same: the four-to-six-weeks-away test, plays and playbooks, and the five operational KPIs in the order they must be measured.

Watch on YouTube ↗
Alyssa Milot, Business Operating Systems · 17 min

Business management systems, explained

On the Time for Profit Podcast with Brent Hultman, Alyssa Milot explains what a business management system is, why experts who start a business end up running a factory, and what changes when a leadership team actually runs on one: accountability, a weekly rhythm, and problems that get solved.

Watch on YouTube ↗
Case Studies

Real transformations.

Short, honest stories: what the business looked like before, what was built, and what changed.

Fulkrem client · Building products · Canada and US
$2M → $9Mrevenue in under three years

Building a sales engine in two countries.

A founder-led building-products company wanted to grow across Canada and the United States.

  • Built sales teams in Canada and the US on an independent-contractor model, so the business could cover new territory without the fixed cost of a full in-house team.
  • Trained the team in value-based and strategic selling, so they sold on the value of the solution rather than on price.
Fulkrem client · Industrial manufacturer · Canada and US
$70M → $90Mrevenue in under three years

Selling the whole solution, not the part.

An established manufacturer was ready for its next stage of growth, in Canada and in a new US market.

  • Built outside sales teams in Canada and stood up a new team in the US.
  • Moved the business to complete-solution selling: product, finishing and installation offered as one package instead of separate line items.
  • Trained the team in value-based and strategic selling.
  • Led the integration of a newly acquired business into the parent company.

Client names are withheld for confidentiality. Results show revenue growth over the course of each engagement.

Leadership track record · Before Fulkrem

Getinge Canada: turning a medical-device business around, from the inside.

Before founding Fulkrem, Roy De Medeiros spent more than 25 years leading sales and operations in the medical-device industry. This story is from his time at Getinge, the global medical technology group. It isn't a Fulkrem client engagement, but it's where the Fulkrem playbook was proven: structure, the right team, and systems that let a business perform without depending on one person.

$24M → $32M

revenue in 18 months as Interim Managing Director

2×

asked to step in as Interim Managing Director during difficult periods

$60M

portfolio led after the global merger

The situation

In 2014 the President of Getinge Canada left. Revenue was declining, receivables were badly overdue and the business was under pressure to cut costs. Roy stepped in as Interim Managing Director.

What he did

He turned the business around and grew revenue from $24M to $32M in 18 months. Through the global Getinge, Maquet and ArjoHuntleigh merger he merged Getinge Canada with Arjo, stepped into Maquet when its President left, and ran a change management program that stopped the loss of key people.

What followed

In 2017 he helped separate Arjo's IT, CRM and staff when it became its own company, then took on the combined Getinge Canada Group and Surgical Workflows: a $60M portfolio with project management, contracts, customer service, installations and marketing reporting to him.

Where it started: Turning Cost into Healthcare™. Roy created this program in Canada to fix the flow of hospital sterile processing departments: removing bottlenecks, adding emergency capacity and cutting utility and consumable use. Overtime and staff injuries fell to zero, sick time dropped significantly, and the savings paid back a full department modernization in under three years. Getinge asked him to take it to the US and Europe, which led to his interim leadership roles.

Roy's role and results at Getinge, 2014–2018. Getinge, Maquet and Arjo are trademarks of their owners and are named for context only; no endorsement is implied.

Partner case study · Search visibility

More doors into the same search.

Fulkrem partner Joel Mandelbaum's agency, Quantum Results, builds focused, client-owned mini websites (“Content Properties”) around one service, location or buyer question. Each carries the client's brand and contact paths and links back to the main site. In search captures supplied by Quantum Results, three clients in three industries held several of the visible organic results for a high-intent local search.

ClientSearchVisible client presence
Hopeway Immigration“spousal immigration help markham”2 Content Property domains, the top two visible organic results
Maverick Health“pickleball injury doctor st catharines”4 properties plus the main site; also named in the AI Overview
Jones & O'Connell LLP“st catharines lpa”4 properties plus the main site, and a separate Chamber listing

Source: Quantum Results, Content Properties, 2026 case study edition. Counts reflect the visible results in the supplied search captures when they were taken. Search results vary by time, location, device and personalization; rankings and inclusion in AI answers are not guaranteed. These are Quantum Results client engagements, not Fulkrem engagements.

More client stories are on the way. Want to talk through your own situation? Get in touch.

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