Business and Financial Planning

Business and Financial Planning

Whether it’s a business acquisition, selling your business, an individual or corporations with succession planning, budgeting, forecasting and cash flow projections you can count on our team to provide the services needed in a professional and timely manner.

  1. Business Acquisitions

    Having assisted many clients with business acquisitions we can advise you on the questions to ask and how to structure the purchase to be tax efficient, and to ensure you know exactly what you are buying.

  2. Business Sales

    Selling your business can be daunting, and there are lots of moving parts. You may have an opportunity to sell assets or to sell shares. There are benefits and drawbacks to each option and it may be a very individual decision. Our step by step process will outline the pros and cons of your options as well as determine the most tax effective approach.

  3. Succession Planning

    Having assisted many individuals and corporations with succession planning and being business owners ourselves, we are uniquely qualified to help with your succession plan. Whether it’s years away or on the horizon, we can meet with you to design a plan that you are comfortable with and that is tax effective and preserves your assets and business.

  4. Budgeting, Forecasting and Cash Flow Projections

    Whether it is for ongoing budgeting purposes or to determine whether a new business or product line will be financially viable, we routinely help start ups, or established companies with the preparation of cash flow projections. These projections help the banks, potential investors or management to make informed decisions as to viability and potential success in the future.

  5. Wealth Management

    As an independent advisor with a detailed knowledge of your personal and financial position, we are uniquely qualified to provide sound objective advice. We work closely with your investment advisor and insurance provider to develop a plan for financial success, and annually re-evaluate that plan to make sure you are on the right track.

  6. We provide the following services:

    • Retirement planning
    • Estate planning
    • Education planning
    • Insurance planning
  7. Other services that we provide are as follows:

    • Business Valuations
    • Assistance with bank financing proposals
    • Review of shareholder agreements

Interested in learning more?

If you are interested in any of the above services or you are unsure and want to see which service meets you business needs, please contact us at (613) 726-7788

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