Business Advisory

Budgeting and Cash Flow Projections

A budget is designed to develop a plan for the actual finances for a period of (usually) one year, usually using the previous year's numbers. We can help you budget for revenue, employment costs, major financial decisions, and more. Cash flow projections, on the other hand, is an evidence-based projection of your income and expenses over a set period of time, again usually one year. Cash flow projections are essentially an educated guess at your upcoming cash flow, which can help you budget for your year based on when payments and expenses are likely to occur. In essence, the budget details the "what" and the cash flow projection details the "when" of your revenue and expenses.

Employee Buy-Ins

Employee buy-ins are an ideal method of ensuring that any and all changes implemented by management are at the very lease supported by all staff, even if they may not agree. The idea behind employee buy-ins is that every employee will be able to support decisions and can continue working to the best of their abilities even if they don't agree with the change. To ensure successful buy-ins of potentially controversial decisions, we will help you sell the benefits of the changes to your employees, inform your employees of how the change affects their day-to-day, and effectively communicate the motivations behind the changes to your employees. With these three steps, acceptance is sure to follow.

Business Plans

A business plan details how a start-up business will go about achieving its operational, marketing, and financial objectives. For the average entrepreneur, writing a business plan can take more than a couple hundred hours. Your time is much too valuable to waste such an excessive amount of time on one project, so we're here to simplify and streamline the development of your business plan. Our experts can almost guarantee that your lender will be impressed by your business plan and will allocate your funds on the spot. Effective and strategic business plans are the first major hurdle for most self-made entrepreneurs, but it's a small hurdle when you trust our expertise.

Accounting Software Selection and Implementation

Since you can only ever be as good as the tools at your disposal allow you to be, choosing the right accounting software is critical. Part of our business advisory services include getting to know you and your needs in order to choose the best software for your unique needs. Plus, we'll help you implement your chosen software and get you up and running for a seamless and painless transition between software. Our software implementation specialists will make sure the software works well for your needs and that all applicable staff understand how to use it effectively and efficiently.

Mergers, Acquisitions, and Transactional Advisory

No matter the size of acquisition or complexity of merger, you'll want help sorting out details. We'll work hand in hand with you to determine your goals both for the present change and for your future. We want to support you in your actions toward continued and accelerated growth, no matter what that means for your business. We'll share our expertise, offer suggestions, and ensure your best interests are kept at the heart of all negotiations, sales, and agreements. We are highly strategic in our efforts to get you the best deal possible out of all mergers and acquisitions, and we'll help you in everything from financial modelling of a transaction to project management of a large-scale acquisition.

Banking and Financing Advisory

Every business has unique banking and financing needs, so we're excited to help you develop custom plans and strategies that actively help you achieve your goals and become outrageously successful. No matter what challenges you're currently facing, we'll work closely with you to develop solutions that meet your needs. Whether you're looking to make smart investments, initiate large transactions, or need a high-cap loan for business activities, we can make sure you make the right choice for your short-term and long-term success. We can help both with tangible and intangible assets, whether they be intellectual property, land for a new business location, or something else.

Due Diligence

Due diligence is a crucial step in any financial endeavour. You need to be able to trust third parties you're working with and should have enough facts that you're confident to move forward with the merger, acquisition, transaction, etc. our due diligence service focuses on a variety of analysis areas including industry and deal-specific opportunities and potential risks, tax exposures, liabilities, reasonableness of claims and projections, quality of assets, and more. With our help, you'll know everything you need to know in order to make informed and educated decision regarding your business.