Advisory
The business landscape is constantly changing, presenting you with new challenges and exciting opportunities. Sometimes you need an in-depth analysis and sometimes you just need another point of view. Either way, we’re here to help you overcome the challenges and seize the opportunities.
We can help if you’re looking to start a new business venture, expand your current business or sell your business to either the next generation or an unrelated third party. If you’re more interested in simply running your business better, we can help with improving cash flow, analyzing different methods of financing, creating monthly management reports, reviewing monthly reports required by lenders and forecasting future cash flow.
Our solutions are tailored to your unique situation and options are presented clearly to help you make an informed decision.
Our advisory services include:
- Selecting the appropriate business structure (e.g. sole proprietorship, partnership, corporation, etc.)
- Establishing the appropriate classes of shares for new corporations
- Assisting with the creation of business plans
- Preparing cash flow forecasts and other financial projections
- Comparing different methods of financing
- Exploring ways to improve cash flow
- Preparing monthly reports for management
- Reviewing monthly reports required by your bank, government or other third parties
- Planning for retirement which could include selling your business to family members or unrelated third parties