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Richard Theoret

Executive at PandaPay

Dalkeith, Ontario, Canada

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You →Darly · together at Ivey Business School at Western University (2010) →Richard

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About

Richard Theoret is the founder of Roadmap Executive Advisory, where he advises founder-led, owner-managed businesses with $3M–$20M in revenue that are 6–24 months from a potential sale but not yet in a formal transaction process. His work centers on a 90-day Exit Readiness Sprint that identifies deal-related risks, assesses founder and key-person dependency, and evaluates financial credibility from a buyer's perspective. He does not act as a broker, run sale processes, provide valuation opinions, or take success fees.

Executive at PandaPay

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In turn, Richard can intro founders to PandaPay's investors below.

PandaPay's investors · 1

Dorm RoomBrooklyn · $90K – $500K checks

Experience

  1. Roadmap Executive AdvisoryFoundercurrent2015 — presentOntario
  2. PandaPay®CFO2019 — 2025Montreal, Quebec, Canada
  3. Tony Graham Automotive GroupCFO2017 — 2018Ottawa, Canada Area
  4. Tony Graham Automotive GroupAssistant CFO2016 — 2017Ottawa, Canada Area
  5. Downtown Automotive GroupGroup Controller (Contract)2015Toronto, Canada Area
  6. Raceway Dealer Group (Raceway, GALT Oakville and South Oakville Chrysler)Secretary/Treasurer2012 — 2015Toronto, Ontario
  7. Freightliner Of Red Deer Inc.Controller2011 — 2012Red Deer, Alberta
  8. BATTLEFIELD GRAPHICS INCController - Secretary/Treasurer1998 — 2010Burlington, Ontario
  9. Battlefield Graphics Inc.Assistant Controller1997Burlington, Ontario

Skills & more

Microsoft ExcelMicrosoft OfficeTeam LeadershipLeadership29Management26Analysis13Critical Thinking4People Skills1Financial Planning and Analysis (FP&A)1Financial Leadership1Budget PreparationEmployee Benefits
+12 moreOperating BudgetsBusiness StrategyBudget ManagementBudget DevelopmentKey Performance IndicatorsDesignationFinancial ForecastingFinancial ControllingHuman Resources (HR)Performance BenchmarkingKPI DashboardsFinancial Software Implementation

Languages English

  • CFO Program — CPA Ontario
  • CPA, CMA — Certified Professional Accountants of Ontario

From Richard's professional profile.

Frequently asked questions

Who is Richard Theoret?
Richard Theoret is the founder of Roadmap Executive Advisory, where he advises founder-led, owner-managed businesses with $3M–$20M in revenue that are 6–24 months from a potential sale but not yet in a formal transaction process. His work centers on a 90-day Exit Readiness Sprint that identifies deal-related risks, assesses founder and key-person dependency, and evaluates financial credibility from a buyer's perspective. He does not act as a broker, run sale processes, provide valuation opinions, or take success fees.
Where did Richard Theoret go to school?
Richard Theoret studied at Ivey Business School at Western University (MBA, Business).

Same school