• Succession and Tax Planning
  • Buying or Selling a Business
  • Financial Reporting
  • Arrangement of Financing

Our Expertise

  • Assurance Services

    • Private Company Audits and Reviews
    • Not-For-Profit Reporting
    • Special reporting for Financial Institutions, Lenders, Surety and Bonding Institutions
    • Compilation Engagements for Corporations, Partnerships and Self-Employed Individuals
  • Tax Preparation and Planning

    • Canadian Tax Compliance
    • Canadian Tax Planning
    • Client representation during tax audits by any level of taxation authority
    • Representation of clients who are contesting an unfair assessment by a Taxation Authority - up to the Tax Authority of Canada (informal procedure)
    • Submission of Voluntary Disclosures to the Canada Revenue Agencies and to other Taxation Authorities
    • U.S. and International Taxation

  • Estate and Business Succession Planning

    • Establishing an Exit Strategy - Are you ready?
    • Succession Planning - Transfer of Management
    • Business Valuations
    • Appointments as Trustees and/or Executors
    • Financial and Retirement Planning
  • Business Advisory

    • Financial Projections and forecasts
    • Financing Arrangements with Financial Institutions and Private Lenders
    • Shareholders Agreements
    • Development of Business Plans
    • Interim CFO Offices
    • Business start up Packages, Financings, Acquisitions, or Sales
    • Mergers and Divestitures
    • Transactional Due Diligence
    • Buy-Sell Agreements
    • Transaction Management, Closing and Post Deal Support


Our Affiliations

Our Reputation