The practice
From setting objectives and identifying resources, to analyzing data, making decisions, and tracking the variance between actual and planned — we work the long horizon with you.
01
A fractional CFO embedded with your leadership: forecasting, capital strategy, board-grade reporting, and the conversations that come before the spreadsheet.
An unflinching diagnostic of people, processes and controls. We surface what will break at 2× — and what to do about it before it does.
An overall solution package for SMEs entering an organized growth process — F&A systems, compliance, financial advice and a road-map.
Our Abacus training — basic finance for CEOs and business unit heads, so leaders read the vital signs early.
Short fables, long lessons. Strategy that sticks because it was learned, not slid past.
02
Feasibility study and worst-case scenarios before the seed capital moves. A 90-day operating plan tuned for Canadian buyers.
Industry-specific regulations, general business rules, and local zoning — set up correctly the first time.
Sourcing profitable Canadian businesses for sale via our broker network — hand-held transfer of interest.
03
Sell-side and buy-side advisory. Positioning, process management, negotiation, and post-LOI choreography.
Financial, operational and commercial diligence. We find what teasers obscure, fast.
Defensible valuations for transactions, disputes, shareholder events, and internal planning.