Business Advisory Services


Business Plans and Cash Flow Projections

A professionally prepared business plan is not only a strategy document, it is the best means for:

  • obtaining financing
  • attracting investors,
  • assessing current and future financing needs,
  • establishing breakeven points,
  • establishing a guide to gross margin analysis,
  • identify expansion opportunities,
  • assessing staff requirements
  • identifying and justifying the need for capital asset additions
  • seeking investment opportunities.

Business Start-Ups

Issues we address:

  • determination of a business structure (incorporation vs proprietorship or partnership)
  • establishment of a bookkeeping system
  • registration for sales taxes
  • establishment of a year end date
  • outlining the type of expenses a business can deduct
  • creditor proofing tactics
  • remuneration and more

Purchase and Sale of a Business

We advise on:

  • selling/acquiring shares versus the assets of a company
  • tax implications arising from these transactions
  • relevant agreements
  • performing due diligence studies for potential businesses.

Assistance in Obtaining Financing

We can assist you in:

  • connections to various chartered banks
  • negotiating financing terms
  • reviewing leases.

Business Valuations

Various situations can demand that the value of your business be known – divorce, need to sell your business, estate freeze, corporate reorganizations including the crystallization of the enhanced capital gains exemption.

We assist owners in determining a reasonable estimate of the value of their business. Should a more formal Valuation be required, one of our chartered business valuators can be called upon.