How We Can Help

Financing & Budgeting Advisors

Finance is a critical area for any business and it can be daunting for some small businesses. Understanding how to use finance to your best advantage and how to identify indications of trouble can help you avoid difficulties.

How we can help your business:

Acquiring a New Business

Acquiring a new business can be a pivotal point in your company’s future. It can open up opportunities for new customers and products and it can strengthen the staffing and finances of your company. It can also be pitfall if it is not the proper time or opportunity for your company. We can help you assess whether you are ready for an acquisition and what type and size or company you should look to acquire or we can help assess specific opportunities that have been presented to you.

Optimizing the Sale of Business

Understanding the strengths and weaknesses of your business is key to understanding the it’s true value in the event of a sale. We can help with an analysis of your strengths, weaknesses, opportunities and threats (SWOT). Our advisors can also help you understand whether a sale is the best course of action for your business.

Financial Reporting

Understanding and monitoring the proper financial indicators can be critical to the success of your business. Our advisors can help you identify the critical indicators and help with proper monitoring. We can also help with business planning and financial targets. If you are not receiving the proper financial reports, we can help you request them from your accountant / bookkeeper.

Debt Management

The proper use of debt can be a valuable tool in building your business. Excessive or poorly managed debt, however, can be one of the chief reasons to cause small businesses to fail. We have helped small businesses to manage their debt through consolidation, reduction and other management strategies.

Hear from our clients

Contact Us today

2-3 hours for only $195

We are here to help, providing invaluable advice for an affordable fee.
Ongoing sessions can be arranged as your business evolves.
Virtual meetings are available, including clients outside the GTA/Golden Horseshoe area.

Our Burlington Locations

Both in-person and virtual meetings are available to clients. We have two locations in Burlington, affiliated with the Burlington Chamber of Commerce and Halton Industry Education Council.  Virtual meetings are available outside the GTA/Golden Horseshoe area.

Burlington Chamber of Commerce

The Business Advisory Group (BAG) has a close working relationship with the Burlington Chamber of Commerce. One of the Chamber’s key objectives is to provide opportunities for businesses to network and connect with other local businesses.

The Business Advisory Group supports several Chamber member programs, two of which are:

  1. The Chamber’s “Business After 5” events provide opportunities for businesses to network and connect with other local businesses. This helps to build relationships and expand their professional network. BAG hosts a booth at these events to provide businesses a chance to
    meet and chat about their business.
  2. The Chamber’s “Learning Series” focuses on providing access to specialists in their respective fields and enables businesses an opportunity to understand and learn from these professionals.

The Business Advisory Group encourages our clients to participate in Chamber events. We are available to help your business by providing independent advice. Contact us when you are ready.



414 Locust Street, Suite 201,
Burlington, ON L7S 1T7

From the QEW, take Brant Street south to Elgin Street. Turn right on Elgin Street and proceed to Locust Street. Turn left on Locust Street. Just past 414 Locust Street, turn right into the parking lot. The Chamber office is accessed from the parking lot. Telephone 905-639-0174..

Halton Industry Education Council (HIEC) – Career Centre

The Halton Industry Education Council (HIEC), based in Burlington, focuses on partnership, mentorship and workforce development. Their programs include career and lifelong learning, apprenticeship support, mentorship and workforce development. Their goal is to build stronger connections between educators, employers and the students who will make up our future workforce.

The Business Advisory Group actively supports two HIEC programs:

  1. “Women as Career Coaches” – HEIC’s conference supporting female mentors to act as career coaches to empower young women to take control of their futures
  2. “Men as Career Coaches” – HIEC’s conference supporting male mentors to act as career coaches to empower young men to take control of their futures.

The Business Advisory Group continues to support HEIC and their programs. We are available to help your business by providing independent advice for a reasonable fee. Contact us when you are ready, and we will assign volunteer business leaders to meet you about your most pressing challenges.


5230 South Service Road, Burlington
QEW and Appleby Line.

Take Appleby line South to Harvester Rd., Left (East) on Harvester to South Service Road. Left (North) on South Service Road, follow it around, parallel with the Highway, until you reach 5230 on your right. Turn left immediately along the front of the building. Park in front of the building near the entrance. HIEC is just inside the main entrance on the ground floor.