Advisory services - Private companies

Financial advice tailored to your business reality

“I have learned over the years that […] knowing what must be done does away with fear.”

-Rosa Parks

Perhaps your business is growing and you’ve got the wind in your sails? Have your operations become more complex over the years and you want to increase your efficiency? Or maybe you’re experiencing management challenges and your company’s governance mechanisms need adjusting?

Whatever your goals, challenges or opportunities, the important thing is to make the right decisions and then take effective action.

Our qualified advisors offer an array of consulting and coaching services tailored to your needs.

Businesses go through several stages, including start-up, growth and development. Your company will have to adjust in line with various economic cycles, which means reviewing your business model from time to time, along with your financial needs.

We can assist you in revising your business plan, obtaining financing and developing financial controls (financial forecasts, dashboards, etc.).

Our job is to focus on various aspects of financial performance!

We help entrepreneurs and managers optimize their financial processes by using the following:

  • Financial forecasts
  • Modelling and profitability analysis
  • Controls and compliance
  • Financing and financial aid
  • Business plans
  • Feasibility studies

We will work with you to boost your efficiency and optimize your company’s operational performance. We will guide and support you in implementing solutions designed to optimize your business processes and value chain. The end result will be increased operational efficiency and organizational agility. We can help with:

  • Development and expansion strategies
  • Business plans and strategies
  • Process optimization
  • Change management

To be successful, you have to know where you want to go. This means thinking about the future and knowing your company’s value before making certain key decisions. For example, how is your company’s relative profitability? Have your sales plateaued? Do you feel your management teams are all on the same page?

Our advisors will analyze your performance. Based on their insights, they will identify potential areas for improvement.

Our approach analyzes five critical functions:

  1.     Management/organization
  2.     Human resources
  3.     Marketing
  4.     Finance/administration
  5.     Operations management

Each company is unique and deserves to be valued fairly. A business valuation entails much more than simply applying mathematical formulas. It’s a science as well as an art! 

In addition to being reliable and realistic, valuations must reflect the uniqueness of your business. It is essential to know your company’s value because, sooner or later, you may need to:

  • Sell the business
  • Transfer ownership (e.g. to your children)
  • Take action in the event of a dispute, litigation or divorce
  • Take care of tax planning
  • Assess your company’s importance in your will and estate planning

Valuations are designed to:

  • Protect stakeholders in the event of a dispute
  • Help you comply with tax requirements
  • Properly account for a transaction (purchase price allocation)
  • Determine a business’s fair value in shareholder disputes or divorce settlements
  • Quantify potential financial losses

Organic growth may not be enough to achieve your business goals, so you may have to consider buying or merging with another company, even a competitor.

This is a crucial step when buying a company. It reduces your transaction risks and allows you to make informed decisions.

Obtaining sound financial, legal and qualitative advice is essential for negotiations. This information will also ensure a successful transaction.

Our experts provide ongoing support, together with comprehensive and credible documentation, so you have all the relevant information you need at your fingertips.

Since no one is 100% safe from fraudsters, you owe it to yourself to protect your business from the potentially disastrous consequences that fraud could have on you, your organization and your employees.

Our specialists will guide you in assessing your company’s fraud risks by putting in place various measures and control mechanisms designed to mitigate the risk of compromising situations.

We will also help you limit fraud risks that may already be present in your organization and that might lead to:

  • Financial losses
  • Damage to your reputation
  • Potential legal action
  • Loss of suppliers, employees or subsidies
  • Unbalanced budgets

With our support and guidance, you will be able to:

  • Make decisions more quickly and efficiently according to a pre-established plan
  • Objectively and independently validate management’s diagnostics of risk assessments and control measures
  • Understand your responsibilities when it comes to fraud and business risk management

A pragmatic and rigorous approach

Our approach consists of the following main steps:

  • Assessing and quantifying your level of exposure to specific business risks
  • Diagnosing the situation and providing solutions
  • Training and supporting staff tasked with identifying and assessing fraud risks
  • Putting in place new control mechanisms

Our experts