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 Georgetown Location

Both in-person and virtual meetings are available to clients. We have one location in Georgetown, affiliated with the Halton Hills Chamber of Commerce.  Virtual meetings are available outside the GTA/Golden Horseshoe area.

Halton Hills Chamber of Commerce Offices

232A Guelph Street, Ste 206 Georgetown, ON L7G 4B

Take Trafalgar North from the 401.  Turn right on 17 Side Rd toward Georgetown.  Turn right on Montainveiw and the building is just south of Guelph St.

Meeting room will vary. Your coordinator will confirm which one we will be using for your consultation.