Building Stronger Businesses Through Thoughtful Guidance

We work with established Canadian businesses across various sectors, typically those with annual revenues between $1 million and $50 million. Our clients often include family-owned enterprises, professional service firms, manufacturing companies, and distribution businesses. What matters most is that you're facing a situation where outside perspective and specialized expertise would be valuable. We've found our approach particularly helpful for businesses at transition points, whether that's generational succession, operational scaling challenges, or preparing for potential sale.

The timeline depends on the specific service. Business valuations typically require 3-4 weeks from initial data gathering to final report delivery. Succession planning consultations often span 4-6 weeks, allowing time for exploration of options and development of preliminary frameworks. Performance improvement programs run 8-12 weeks on average, with defined milestones and regular check-ins. We always provide estimated timelines upfront and work to respect your schedule while ensuring thorough work. Some clients engage us for ongoing quarterly advisory relationships after initial projects.

The specific requirements vary by service, but generally we'll need access to your financial statements for the past three years, organizational charts, and basic operational data. For valuations, we also review industry comparables and market conditions. For succession planning, we discuss your personal goals and family dynamics where relevant. For performance improvement, we might review operational metrics, customer feedback, and employee input. We handle all information with strict confidentiality and work with your existing accounting and legal advisors as appropriate. We'll provide a detailed checklist at the start of any engagement so you know exactly what's needed.

We treat client confidentiality as paramount. All team members sign comprehensive non-disclosure agreements, and we maintain strict information security protocols for both physical and digital materials. We limit information access to only those team members directly working on your engagement. Our agreements include clear provisions about ownership of work product and restrictions on use of your information. We're also happy to sign any additional confidentiality agreements your legal counsel recommends. After an engagement concludes, we maintain your materials according to professional standards and your preferences regarding retention or destruction of sensitive documents.

Yes, we understand that consulting fees represent a meaningful investment. For projects over $2,000, we typically structure payments in phases aligned with project milestones. For example, a valuation might have payments at project start, midpoint review, and final report delivery. Performance improvement programs are often invoiced monthly based on work completed. We're flexible in working with you to establish a payment structure that makes sense for your cash flow while ensuring consistent project progress. We accept electronic transfers, cheques, and can accommodate most reasonable billing preferences.