Our financial expertise and business acumen make us a trusted advisor to many of our clients.

We advise on:

  • financial decisions, including buying, selling or expanding a business

  • ownership structures and governance, such as whether or not to incorporate, and the tax advantages of different structures  

  • succession planning

We also provide analysis in order to help you make the best decisions for your business. We can:

  • conduct a review to show how your business performs compared to similar businesses

  • perform cash flow analysis to support a loan application or help with the preparation of budgets and projections

We can advise on the small things (should we charge pst on this invoice, how do I record this sale) and the big things (what’s a reasonable selling price for my business, can we afford to do this?). We will take the time to listen.

We can provide a second opinion rooted in experience and analysis concerning your business issues.

Contact us for help with decision making.