Business Advisory Services

  • Acquisitions and Divestments
  • Bank Financing Proposals
  • Strategic Business Planning
  • Cash Management and Cash Flow Projections, Budgets
  • Divorce and Other Litigation Support
  • Software Needs Analysis and Implementation
  • Profitability Assessment
  • Investment Analysis


  • Audited Financial Statments
  • Review Engagements
  • Notice to Reader Engagements
  • Forensic Auditing
  • Non-Profit Reporting


  • Corporate and Personal Tax Returns
  • Tax Management and Planning
  • Estate and Inheritance Planning, Family Trusts
  • Scientific Research and Experimental Development (SR & ED) Claims

Typical Business Advisory Projects

  • Provide advice about the viability of amalgamating several travel companies into a new combined entity
  • Assist clients in selection and purchase of restaurant and bar businesses
  • Assist with negotiation to buy out majority shareholders on behalf of minority interest shareholder
  • Develop control processes and other business procedures for large manufacturing concern
  • Provide litigation support including valuation estimates, interpreting financial information and income assessment in divorce situations and other legal matters
  • Develop business financing plan for oilfield services entity
  • Work with management of a trucking company to develop a financing proposal with a mini business plan, forecasted financial statements and cashflows, to present to lenders
  • Assist clients in manufacturing and travel industry with sale of businesses
  • Provide valuation, tax planning and negotiation advice re business terms and conditions for the sale of a construction and related operation to a large international entity
  • Advise and assist in development of business plans for a variety of clients
  • Work with clients to develop employee profit sharing plans for various industries
  • Valuation of several ongoing businesses for purposes of acquisition, divestment, tax and estate planning
  • Work with family owned business to develop succession planning among family members