Business Advisory

We want to help our clients’ businesses become more successful and with that comes accurate, reliable and timely business advice. It involves business advice that will change as the life cycle of a business changes. For the small, owner-managed entrepreneurial business, the key is tax planning and advice surrounding the appropriate remuneration strategy for their business. As their business grows, they may need assistance with expanding into a new product line, market or geographical area. As business opportunities present themselves, they may need assistance with the structuring of a new business venture, performance of due diligence procedures on a potential acquisition or the sale of a business unit. Whether it is the process of going into business or the process of getting out of business, our range of expertise is tailor-made for providing clients with sound business advice. We use our extensive expertise to help them optimize their management decisions and make their businesses more successful.

All of our Partners and Managers have extensive experience in the area of owner-managed, entrepreneurial tax. This involves assistance with effective remuneration planning, including the optimization of an appropriate salary/dividend mix, payroll assistance, and advising and assisting clients with the stresses of government compliance.

Our other business advisory services:

• Strategic business planning
• Business plan development
• General business advisory, including evaluating business opportunities, start-ups, turnarounds
• Business valuations
• Bank financing applications and proposals
• Expansion feasibility studies and financing
• Equity financing
• Government grant applications
• Structuring of joint ventures, partnerships and sole proprietorships
• Review of shareholder and partnership agreements
• Cash flow management
• Assistance with public share offerings and prospectuses
• Succession planning, estate planning and inter-generational transfers
• Employee buy-ins