How We Can Help

Burlington
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
  • Optimizing the sale of business
  • Financial reporting
  • Debt Management
  • Other financial strategies

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.

Request a Meeting

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.

Request a Meeting

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.

Request a Meeting

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.

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Hear from our clients

"With the help of our three advisors and the motivation and excitement they brought to the table, we were able to significantly increase sales and re-invigorate our business."
David Elliott | Co-Founder & Chief Executive OfficerFlowDecor
“I was very happy to have found a Small Business Advisory. As a healthcare professional with zero training in business management, I was looking for business coaching and mentorship with respect to business strategy, hiring and growth. After trying a few other business consultants, I found Small Business Advisory provided the support I needed."
Dr. Saunia Ahmad, PhD, CPsychToronto Psychology Clinic
"Glen, Eric and Bob, your encouragement and professional advice through the mentoring I received have been priceless."
Val Clarke | Owner/FounderClarke's Tea
"The expertise of The Small Business Advisory group has been very helpful for my small coffee business."
Ed Mortenson | Founder and OwnerMornin' Buzz Coffee
“Glen, Mack, Bob, and Warren have been instrumental to me in my business startup process. They are trusted business advisors and coaches and provide me with supportive, timely advice. They always offer actionable recommendations on how to improve my business and I always look forward to meeting with them. They are great mentors and their expertise has been invaluable.”
Lisa Pender, M. A.Digital Wellness Educator
"Thank you SO MUCH for connecting me with my wonderful group of advisors. I am so grateful for this valuable resource."
Jude CarriereJude’s Desk
"Engaging the Business Advisory Group was the single greatest decision I made in starting my enterprise SAAS startup. Trust me. Book a session. It's the best ROI you will ever see."
Sean Howard | CEOFlightpath Software
"They had a solid understanding of the issues I had presented and we had a very clear and engaging discussion which lead to a positive path forward. I would highly recommend the services of the Business Advisory Group!"
Amelia SherSheridanlife Radio
Robert, Mack and Warren of The Business Advisory Group were not only helpful but also provided my web design business with valuable information. This guidance helped me better understand what was required to take my small business to the next level. I would highly recommend BAG to any business. They meet with you one on one to provide personalized information and expertise geared to your business goals, followed by a detailed report outlining the discussion points and their recommendations for moving forward. I look forward to our continued partnership! Thank you again.
Erik Betz | CEOEB Media
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Client Success Stories
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.

Request a Meeting

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.

 

burlington-chamber

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.

 

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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.