The ValueMax CFO Program

Our CFO advisory program starts with an evaluation of your top priorities and challenges. We help you adjust and implement business strategies that maximizes your cash flow to owners.

Financial StrategyTalent StrategyGrowth Strategy
Strategic Planning

A strategic plan defines who you are as a business and lists concrete actions to achieve your goals.

Raising Capital

Raising capital is when an investor or a lender gives a business funds to assist with starting, growing, and managing day-to-day operations.

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.

Financial Forecasting

Financial forecasting is the process by which a company thinks about and prepares for the future.

Talent Strategy
HR Compliance

HR compliance is the development of procedures and policies that ensure you carry out fair practices according to law and regulations.

Learning & Development

Learning and development is a systematic process to enhance an employee's skills, knowledge, and competency, resulting in better performance.

Recruitment & Compensation

Provides analysis for compensation programs that support the recruitment and retention of high-quality faculty and staff.

HRIS Development

Human resource information system (HRIS) is a software or online solution that is used for data entry, data tracking, and the data management of all human resources operations of an organization.

Digital Strategy
Business Model Strategy

A business model is a structural model of how a business is going to operate in the market and how it is going to make money.

Marketing Strategy

A marketing strategy refers to a business's overall game plan for reaching prospective consumers and turning them into customers of their products or services.

Web Development

Web development is the tasks associated with creating, building, and maintaining websites and web applications

Process Automation

Process automation is the use of technology to automate repeatable, day-to-day tasks.

Our Approach

Book Consultation

Speak with our advisors about your needs.

Customize Plan

Design a plan that works for you.

Accelerate Growth

Receive recurring updates and gain access to a full management team.

A small arrow that helps you go back to the top of the page.

Raising Capital

Our financial expertise positions us well to help you raise the capital you need for your business. We can help you structure financing across your balance sheet including:

  • Working capital and alternative financing
  • Acquisition debt, mortgage financing and other long-term debt
  • Private equity, strategic alliances and co-investors.
  • Government grants and non-dilutive financing

Our strength with term sheets, letters of intent and lender negotiations will position you for a lean capital structure.          

We will help you reduce funding costs, improve your cash flow and strengthen your company's valuation.

Tax Strategy

Our tax expertise covers corporate, personal and HST considerations for Canadian-controlled private corporations.           

We have created high 6-figure tax savings in M&A scenarios and we are able to reduce your tax liabilities both strategically, through your tax structure, and tactically, by maximizing your deductions and deferring taxes whenever feasible.

We integrate your workforce into your tax strategies by ensuring that compensation, benefits and employee incentives are each optimizes for commercial and tax purposes.

Our tax strategies will ensure that your business retains maximum cash for reinvestment and that distributions to the owner are at the lowest tax rate.

Strategic Planning

Our strategy audit allows us to understand your current product and labour market conditions as well your operating environment. By the end of the evaluation, we will have clarity on your:

  • Goals, priorities and stakeholders
  • Products, services and industry value chain
  • Competitors and points of differentiation
  • Your workforce and capabilities

We then evaluate your strategic alternatives in order to devise a set of recommendations. Once your strategy is formulated, we pull up our sleeves on implementation. We will help you deploy your roadmap with the following:

  • Detailed action plans with team accountabilities
  • A cashflow forecast with any financing needs identified
  • Dashboards and system updates to monitor performance
  • Periodic operational reviews and team alignment initiatives

We will improve your cash flow to owners and the valuation of your business.                       

Our fee will be less than the cash flow we generate by focusing your business on the right goals and in the best markets.

Financial Management

As CPAs, we are in a strong position to help you develop forecasts, operating budgets, capital plans and financing plans. We can also help you maximize the return on your cash positions.

We work with your current controller, bookkeeper and external accountants to ensure that you have an integrated financial strategy. For private companies, we also ensure your personal financial plans are integrated with your corporate financial management.

We are also exceptionally strong in building control and governance systems so that you're able to delegate critical management activities with the comfort of knowing that your assets are being safeguarded.

We are unique in the fractional CFO category because we are tax specialists, in addition to corporate financial management professionals.