Business Strategy + Advisory

Most business owners tend to over or undervalue their business. A proper valuation is essential for selling a business, arranging additional financing, estate freezes and restructuring. They are also critical in matrimonial matters. Our team of Chartered Business Valuators conduct independent valuations and provide owners with strategies for building value ahead of a sale.

Whether you are expanding, introducing a new product or service, or planning an acquisition, a robust business plan can help owners and management focus resources and build consensus. Our team can evaluate business plans and strategic priorities so you can see the start-up and operating costs, predict potential revenue and profits, and the break-even analysis.

Creating, monitoring and understanding the key metrics and their impact on your bottom line is critical for preventing problems and maximizing the return on your investment. We’ll work with you to identify your key KPIs and benchmarks so that your fingertips are always on the pulse of your operations.

Whether your successors are family members, management, or outside buyers, we can help you prepare your succession plan from a tax, financial, and risk perspective. We’ll collaborate with your legal team to explore all of your options and ensure that you maximize the value of your years of hard work.

If your thriving business is ready to grow or expand its products and services via a merger or acquisition, we can help you understand the financial health of your potential targets. Our team will review the financial statements, revenue forecasts, investigate the potential risks of making a move, and advise on tax optimal structures for any acquisition. We’ll work alongside your legal team throughout this complex process to ensure that the deal is right for your business.

This specialty requires a combination of detailed auditing capabilities, an understanding of business information and systems, and tactful investigation and interview skills. Our reports will give a clear picture of any corporate fraud we uncover, and we will support you through the litigation process when necessary.