Structure. Capital.
Growth.
We help Canadian businesses get structured, get funded and grow — with hands-on business consulting, planning, financing strategy, compliance and ongoing performance monitoring.
ABOUT POLICY PARTNERS
Real Experience. Real Results.
Policy Partners is a Canadian consulting firm built by people who have owned and operated real businesses — not just advised from the outside. Our team brings decades of hands-on experience across security and investigations, healthcare, real estate and corporate business. We have built and run companies across security, healthcare, retail and financial services — and sold one to a national industry leader. Now we help businesses get structured, get funded and grow — and get back on track when things get tough.
Sherri MacDonald
Strategy · Financing · Plans
Dianne Corner
Security & Investigations
Decades of Hands-On Experience
Business Consulting
A senior advisor in your corner.
Most owners are too busy running the business to step back and build it. We bring the structure, the capital and the discipline to grow — and we stay with you, month after month, to keep it on track.
Structure
Build it right
The right foundation makes everything else easier — ownership, planning, policies and systems.
- Ownership and corporate structure planning, with your lawyer and accountant
- Business plans, budgets and projections
- Policies, procedures and governance
- Org charts, roles and operating systems
- Compliance and regulatory readiness
Capital
Fund it
We package your business the way lenders and investors need to see it — and take it to the right table.
- Lender-ready financing packages
- Banks, credit unions, BDC and private lenders
- Investor presentations
- Refinancing and partner buyouts
- Sale and joint-venture preparation
Growth
Grow it — and watch it
A plan only works if someone keeps score. We monitor performance and keep you ahead of problems.
- Growth strategy and expansion planning
- Monthly performance monitoring and KPI reporting
- Cash-flow forecasting
- Board, investor and lender reporting
- RFP and contract pipeline support
Going through a tough stretch? We also help businesses stabilize, recover and grow — confidentially.
What We Do. Every Sector. Real Results.
Everything a growing business needs — from strategy and structure, to capital, to the policies, plans and proposals that win work. Built by a team with decades of hands-on experience running real businesses.
Business Consulting & Growth
A senior advisor for your business — growth strategy, corporate structure, operational reviews and monthly performance monitoring so you always know where you stand.
Financing & Capital
Lender-ready financing packages for banks, credit unions, BDC and private lenders. Refinancing, partner buyouts, sale and joint-venture preparation.
Policies & Procedures
Custom-written, audit-ready policy and procedure manuals built for your sector's exact regulatory requirements. From PSISA to TRESA, PHIPA to HR compliance.
Business Plans
Investor-ready, bank-ready, and startup business plans that tell your story compellingly. Financial projections validated by your CPA/CA — we write everything else.
Training Programs
Professionally written training programs, orientation curricula, and compliance courses that turn policy into practice for your team.
Brand Development
Brand identity documentation, voice and messaging guides, brand standards manuals, and the frameworks that make your brand consistent across everything you do.
RFP Responses
We write strategic, compelling Request for Proposal responses for government and corporate tenders across all sectors. Backed by decades of experience on both sides of the bidding table.
Stabilize, Recover & Grow
When a business hits a rough patch — lender pressure, a cash-flow crunch or a partner dispute — we help it stabilize, recover and grow again.
Built by a Team Who's Lived It
Decades of experience operating and scaling businesses
Companies built and run across security, healthcare, retail and financial services — one acquired by a major national industry leader
Decades of hands-on Canadian business experience across many industries
Hands-on experience building, growing, restructuring and selling businesses
Financing expertise in-house, including a licensed mortgage agent, with access to banks, credit unions and private lenders
Decades of experience on both sides of government and corporate contracts — we know how evaluators think
Practical plans and documentation that actually get used — not filed away
"We didn't learn this from a textbook. We've built and run companies in security, healthcare, retail and financial services — writing the policies, training the teams and winning the contracts. When a national leader acquired one of our companies, they didn't just buy the contracts — they bought the systems. Now we build those same systems for businesses in every industry."
Wherever You Are, We Meet You There.
Every business, in every industry, is at one of these stages. We help at all of them.
Starting Up
New ventures and founders building the foundation.
- Business plans and projections
- Ownership and corporate structure
- Policies, procedures and compliance
- First financing and lender packages
Growing
Businesses ready to scale — and to stay in control while they do.
- Growth strategy and expansion planning
- Financing and capital strategy
- Monthly performance monitoring and KPI reporting
- Systems, processes and org design
Established
Solid businesses ready for stronger systems, smoother operations and bigger contracts.
- Operational reviews and efficiency
- Policies, procedures and compliance
- Staff training programs
- RFP and tender responses
In Transition
Selling, buying out a partner, bringing in investors — or working through a rough patch.
- Sale and joint-venture preparation
- Partner buyouts and new ownership structures
- Refinancing and lender negotiations
- Stabilize, recover and grow
About Policy Partners
Structure. Capital. Growth. A senior advisor for businesses that want to grow.
Our Story
Policy Partners was founded on a belief that most organizations — regardless of size or sector — deserve access to the kind of documentation, planning, and operational expertise that has traditionally only been available to large enterprises with in-house resources.
Our team brings decades of hands-on Canadian business experience across many industries. We have operated licensed companies, navigated complex regulatory environments, won government contracts, built training programs, and sold a company to a national industry leader.
What started as policy and compliance writing has grown into something bigger. Today we work as a senior advisor to growing businesses — setting the right structure, securing the capital and monitoring performance month by month. And when a business hits a rough patch, we help it stabilize, recover and grow again.
We don't advise from the outside. We build from the inside out — because we have been exactly where our clients are standing.
35+ Years
Business Experience
8
Core Service Areas
10+
Industries Served
What Guides Us
Integrity
Honest, plain-language guidance — shaped by decades of running real businesses, not just advising from the outside.
Clarity
We translate complex regulatory requirements into documentation your team will actually understand and use.
Partnership
We work alongside you. We've been where you are — and we know what it takes to build something that lasts.
Precision
Every document we deliver is purpose-built for your organization, your sector, and your regulatory environment.
How We Work
Discover
Understand your business, your pressures and your goals
Assess
Identify gaps, risks and priorities — and what lenders need to see
Build
Put the plan, the documents and the financing in place
Sustain
Stay with you through execution, reporting and growth
Meet Our Team
Every person at Policy Partners brings real-world, in-the-field experience in their sector — not just credentials.
Sherri MacDonald
Founder & Principal Consultant
Mortgage Agent Level 1 · CCRMC
A national-scale operator with a proven track record in building and scaling service organizations, Sherri co-founded and grew one of Canada's largest female-owned service companies over 26 years before its acquisition by a major national industry leader. Today she leads Policy Partners' business consulting and financing work — helping companies set the right structure, secure the capital to grow and monitor performance so owners stay ahead of problems. She is a Mortgage Agent Level 1 in Ontario (Licence M26001318) with Mortgage Architects (FSRA Brokerage Licence #12728) and a Certified Canadian Reverse Mortgage Consultant (CCRMC), and brings hands-on expertise in policy development, RFP writing, business planning and brand development. She also co-founded and leads an Ontario home healthcare company, and brings that experience to healthcare clients.
Dianne Corner
Senior Consultant, Operations & Workforce
An operations architect with deep expertise in workforce management, systems development, and large-scale service delivery across complex environments. Dianne translates organizational complexity into clear, practical policies and procedures that teams can follow — and that hold up under regulatory scrutiny.
Our team is built on one principle: every consultant has operated inside their sector, not just advised from the outside.
"The goal has always been simple: bring real experience to every engagement, and build something that lasts."
Our Services
Strategy, structure, capital and growth — one experienced team for every stage of your business.
Business Consulting & Growth Strategy
Most owners are too busy running the business to step back and build it. That's where we come in.
We act as your senior advisor — reviewing how the business runs, setting the right structure, building a growth plan, and then monitoring performance month by month so you always know where you stand and what to fix next. Practical advice from people who have built, grown and sold companies of their own.
Growth strategy and expansion planning
Business and operational reviews
Ownership and corporate structure planning, with your lawyer and accountant
Monthly performance monitoring and KPI dashboards
Cash-flow forecasting and budgeting
Board, investor and lender reporting
Systems, processes and org-chart design
Acquisition, sale and succession planning
Ongoing senior advisory on a monthly retainer
Financing & Capital Strategy
The right financing is what turns a good plan into real growth. We package your business the way lenders and investors need to see it, then take it to the right table: major banks, credit unions, BDC, private lenders and investors. We also prepare businesses for sale, joint venture or partner buyouts.
Mortgage financing is arranged by Sherri MacDonald, Mortgage Agent Level 1 (Licence M26001318), through Mortgage Architects, FSRA Brokerage Licence #12728.
Commercial and business financing packages
Lender and private-investor presentations
Refinancing and debt-consolidation strategy
Bridge and private financing for time-sensitive deals
Partner buyout and shareholder-exit financing
Business sale and joint-venture preparation
Financial analysis for commercial property, prepared with your realtor
Construction and development financing support
Residential, commercial and reverse mortgages (through our licensed brokerage)
Policies & Procedures
The foundation of every compliant, professional organization. We write custom policy and procedure manuals that meet your sector's exact regulatory requirements — plain-language, audit-ready, and built to actually be used. No copy-paste templates. Every document is written for your organization.
Operational policies and procedures manuals
PSISA-compliant agency policy suites (security & investigations)
PHIPA/PIPEDA privacy policies (healthcare and general)
Accreditation Canada (Qmentum) preparation documentation
HR policies, employee handbooks, and codes of conduct
Use of force, incident reporting, and equipment policies
FINTRAC anti-money laundering (AML) compliance programs
Board governance and committee frameworks
Conflict of interest, confidentiality, and ethics policies
Subcontractor and vendor management policies
Health and safety policies (aligned with sector requirements)
Business Plans
A compelling business plan is the difference between a bank saying yes and a door closing. We write investor-ready, bank-ready, and startup business plans that tell your story clearly and strategically — covering market analysis, operational planning, competitive landscape, and financial frameworks.
Note: Financial projections and statements should be reviewed and validated by a Chartered Professional Accountant (CPA/CA). We can connect you with the right professionals.
Startup and new venture business plans
Investor-ready plans for funding rounds and pitch support
Bank and lender financing packages (BDC, credit unions, major banks)
Operational and growth business plans for established businesses
Non-profit and grant funding proposals
Executive summaries and pitch narrative documents
Market analysis and competitive landscape research
Operational plans, org charts, and milestone timelines
Business plan updates and revisions for existing plans
Training Programs
A policy manual that sits in a drawer is just paper. We write training programs that bring your policies to life — turning regulatory requirements into knowledge your team can actually act on. From new employee orientation to supervisor leadership development, we build training that sticks.
New employee orientation and onboarding programs
Sector-specific compliance training curricula
Use of force and incident response training programs (security)
PSISA regulatory awareness training (security agencies)
Privacy and PHIPA training programs (healthcare)
Customer service and professional standards training
Supervisor and manager leadership development programs
Train-the-trainer program frameworks
eLearning content outlines and module structures
Training needs assessments and curriculum gap analysis
Brand Development
Your brand is more than a logo — it's how your organization presents itself to clients, employees, and regulators. We develop the documentation and frameworks that make your brand consistent, credible, and professional across every touchpoint.
Brand identity frameworks and brand voice guides
Messaging and positioning documentation
Brand standards and usage manuals
Logo, colour, and typography usage guidelines
Internal and external communications style guides
Marketing collateral frameworks and content guidelines
Company naming and tagline development support
Brand policy documentation for franchises and multi-location businesses
RFP Response Writing
Securing a government or corporate contract starts with a compelling, compliant proposal. Most organizations lose bids not because they lack the capability — but because their proposal doesn't communicate it effectively. We write professional RFP responses that are structured, persuasive, and fully aligned with the procurement requirements. With decades of experience in industries built on contract bids, our team knows exactly what evaluators look for — and how to make your submission stand out.
RFP analysis and compliance review (breaking down requirements before writing begins)
Executive summaries and cover letters
Capability and experience statements
Methodology and approach narratives
Staffing and key personnel profiles
Win themes and competitive differentiators
Compliance matrices and evaluation criteria alignment
Past performance and reference documentation
Organizational charts and team structure narratives
Health, safety, and policy compliance declarations
Government procurement portal support (CanadaBuys, MERX, Biddingo)
Proposal editing, review, and final formatting
Debrief analysis after award/loss (what to improve next time)
Business Stabilization, Recovery & Growth
Every business needs the same three things, in order: stability, a clear plan forward, and room to grow — whether you're steering back from distress or building something new.
When a business hits a rough patch — lender pressure, a cash-flow crunch or a partner dispute — we help it stabilize, recover and grow again. Where formal proceedings are involved, we work alongside your legal counsel and Licensed Insolvency Trustee.
Policy Partners is not a Licensed Insolvency Trustee and does not provide legal advice.
Stabilization plans
Lender- and investor-ready business plans
Ownership and equity restructuring support
Debt and creditor negotiation support
Financing structure design
Multi-year financial projections
Engagement letter and NDA drafting
Creditor, receiver and legal-counsel liaison for formal insolvency files
Post-stability growth planning
How We Engage
Project-Based
Defined scope, fixed deliverable. Perfect for a specific policy suite, business plan, or training program.
Retainer
Ongoing monthly advisory and performance monitoring — KPI reporting, lender reporting and strategy check-ins. Ideal for growing companies.
Advisory
Strategic advice for founders, executives and boards who want an experienced partner in their corner.
Get In Touch
Tell us where your business is today and where you want it to go. Every conversation is confidential.
Send Us a Message
Thank You!
We'll be in touch within one business day.
Contact Information
Location
Ontario, Canada (serving clients nationally)
Response Time
Within 1 business day
Website
PolicyPartners.ca
Prefer to book directly?
Frequently Asked Questions
We work with businesses at every stage — from startups building their foundations to established organizations that need to modernize their documentation, win contracts, or prepare for accreditation. Whatever your industry, we can help.
Yes. Many clients keep us on a monthly retainer as their senior advisor — we monitor performance, prepare reporting for lenders and boards, and help plan the next stage of growth.
Yes. We prepare lender-ready packages and take them to banks, credit unions, BDC, private lenders and investors. Mortgage financing is arranged through our licensed brokerage partner.
Yes — confidentially. We help businesses stabilize, recover and grow, and where formal proceedings are involved we work alongside your legal counsel and Licensed Insolvency Trustee.
We work with businesses in every industry, including startups and new ventures, construction and infrastructure, landscaping and property services, real estate development, real estate and mortgage brokerages, retail, healthcare, security and investigations, hospitality, automotive and luxury vehicles, manufacturing and financial services. Many of our services — including business planning, training programs, and brand development — apply across all industries.
Yes. We write winning RFP and tender responses for clients across all sectors — security, healthcare, real estate, government, and corporate. Our team understands what evaluators look for and how to position your organization to win.
Absolutely. We love working with startups. We help new businesses build the policies, procedures, business plans, and brand foundations they need to launch with confidence, attract clients, and operate like an established organization from day one.
Every engagement starts with a discovery conversation to understand your goals, deadlines, and gaps. From there we provide a clear scope of work and timeline. Most projects are delivered in phases so you can review and provide feedback along the way.
Yes. Many of our clients return for updates, new projects, or ongoing retainer support as their business grows. We build long-term relationships, not one-off transactions.