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Advisory

Whether your business goals include expanding, streamlining, or addressing any number of operational issues, we can provide creative and practical consulting advice and expertise. Our professional staff provides proactive strategic recommendations through a broad range of integrated solutions, customized to a company's unique requirements. Our team can contribute value by serving as your company's trusted business advisors. Consulting services include:

  • New Business Opportunities
  • Strategic Business Planning Services
  • Long Range Strategic Planning
  • Operational planning
  • Divestiture Strategy

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New Business Opportunities

New business opportunities can take many forms — launching a new company, expanding an existing one, or entering into a joint venture. While starting a business is exciting, it also comes with challenges and critical decisions that can shape your long-term success. We work with you one-on-one, using a diagnostic and consultative approach to guide you confidently through every stage of the process.

Our services include:

  • Developing and implementing a comprehensive written strategic plan.
  • Advising on the optimal business structure from both tax and operational perspectives.
  • Connecting you with trusted professionals, including attorneys, bankers, insurance brokers, and marketing specialists.
  • Coordinating essential setup tasks such as tax registrations, bank account establishment, insurance acquisition, payroll implementation, and employee benefits planning.
  • Providing complete accounting and bookkeeping services.
  • Offering tax planning, preparation, and filing for federal and provincial income taxes, as well as sales tax returns.Contact Us

Strategic Business Planning

Our team has the expertise to help your business grow, strengthen its operations, and increase profitability. Below are the key areas where we provide strategic guidance and valuable resources to support you in achieving your business goals and objectives.

Long-Range Strategic Planning

We deliver strategic planning services designed to position your business for long-term success. Our work extends beyond plan development to include the critical implementation and monitoring phases. Whether your strategy focuses on organic growth, mergers and acquisitions, or a blended approach, we help ensure that your planning efforts translate into meaningful and measurable results.

Business Modeling

We develop clear, data-driven business models that support informed decision-making, enhance financial performance, and enable sustainable growth.

Compensation Planning

We design compensation strategies that align with your company’s goals, attract and retain top talent, promote internal equity, and balance financial efficiency.

Succession Planning

We help you prepare for the future by creating effective succession plans that ensure business continuity, develop future leaders, and support smooth transitions in ownership or key management roles.

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Operational Planning

Our team offers expert guidance and support across a broad range of operational challenges, including administrative, personnel, and other key management-related issues. We provide resources and advisory services to our accounting and tax clients—always maintaining our independence while helping you strengthen your operations and improve performance.

Our areas of support include:

  • Profit optimization
  • Organizational structure analysis
  • Financial projections, budgeting, and performance analysis
  • Cash flow reporting and forecasting
  • Expense allocation strategies
  • Budget development and oversight
  • Policy manuals, internal controls, systems, and procedures
  • Internal financial and operational reporting
  • Pricing structure design and evaluation
  • Banking matters and relationship support
  • ERP assessment, evaluation, design, and implementation.

Divesture Strategy

We offer deep expertise in developing and executing divestiture strategies that enable businesses to transition from existing operations to more viable and profitable ventures. Our comprehensive support spans every critical stage of the divestment process, ensuring a smooth, compliant, and strategically sound transition.

Our services include:

  • Guiding management in designing an optimal divestment strategy tailored to organizational goals
  • Developing effective severance programs that responsibly manage the risks associated with workforce reductions
  • Advising on legal considerations and collaborating with attorneys to draft required notices, announcements, and agreements
  • Ensuring full compliance with regulatory requirements, including securing all necessary NOCs
  • Assisting in meeting all customer-related obligations, such as fulfilling existing orders, realizing assets, and settling all liabilities—including banking commitments
  • Preparing for and representing the company during due diligence audits
  • Providing professional support for entity winding-up in accordance with SECP regulations

Empower Your Business with Expert Support - We're Here to Help You Thrive!

Let's make your vision a reality. Get in touch today for customized solutions that drive efficiency, growth, and long term success.