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.
Speak with our advisors about your needs.
Design a plan that works for you.
Receive recurring updates and gain access to a full management team.
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:
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.
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.
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:
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:
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.
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.