Our Services and Business Solutions

Our services include all aspects of advice to managers and owners who require assistance on how to start up, grow, finance, and improve profitability. Some of the business advisory services for clients include:

• Start-Up Counselling for New Entrepreneurs
• Due Diligence and Tax Strategies for Business Acquisition.
• Business Disposition Strategies.
• Cash Flow Projections for Business Planning and for Lenders.
• Business Plans and Growth or Expansion Strategies.
• Shareholder Agreement Suggestions.
• General Business Assistance and Advice.
• Business Succession Planning.
• Estate Planning.
• Long-Term Financial/Retirement Planning.

CFO and Controller Services would be appropriate for clients that may be too small for a full-time CFO or Controller, or for a special project, or during staff absences. Some of the support services to clients, both listed public companies (TSX and SEC) and private enterprises, include:

• Assistance with Year-End and Interim Financial Statement Preparation.
• Assistance with Canadian and US Securities Filings
• Assistance with Due Diligence Documentation for Financing
• Part-Time CFO and Controllership Roles.