Strategic & Advisory Services

We offer a range of specialty services to take your business forward, and help you deal with challenging business and personal financial situations.

Business valuation

You may be surprised to learn that most business owners tend to over or undervalue their business. A proper valuation is essential for selling a business, arranging additional financing, or planning for your future. Our independent and objective valuation will help you understand —and leverage—your company’s true value.

Strategic business planning

Many business owners look to develop a business plan in an effort to obtain financing, and it’s a very helpful tool for this purpose. But a solid plan can also help you focus your resources and get your leadership team on the same page. You might use it when expanding, introducing a new product or service, or planning an acquisition. No matter what the purpose, we can help you see the start-up and operating costs, predict potential revenue and profits, and provide a break-even analysis.

Canada Revenue Agency (CRA) audits

An audit can happen at any time, and if you’re selected, we can help manage the process quickly to mitigate the stress and clerical burden on your team. We’ll work with you throughout the process to make sure your rights are protected. We can also work directly with the CRA and negotiate on your behalf to manage and limit the scope of the audit.