Frequently Asked Questions

Our Advisory & Consulting services span strategic business planning, financial and legal advisory, operational optimization, and mergers & acquisitions support. We help clients with decisions on cash flow management, process efficiency, restructuring, and global expansion. As a full-service firm, we align strategy and execution to propel business performance.

Small to mid-sized Canadian businesses—including startups, expanding firms, or those in turnaround mode—gain greatest value. We’re effective for privately held companies needing strategic insights, capital options, or M&A readiness, without the high costs of large consulting firms.

• We represent a client company as an extension of the Management Team.​

• This begins with complete understanding of the organization’s situation, objectives, and constraints.

• We then represent the client company quietly and confidentially, sorting through the issues and problems that constrain the business.

• This may involve liaising with suppliers or tax offices or the bank- either way we unlock the barriers to success and get the business moving again, leading it to a more robust and secure future.

Absolutely. We integrate Advisory and Financing services—offering business expansion planning, strategic forecasting, and capital sourcing. Whether clients need bridge financing, equipment leasing, or global trade receivables support, we structure optimal solutions aligned with business strategy.

• Sometimes you just can’t see the wood for the trees, no matter what you do or try, it feels that the world is battling against you.

• More often than not you understand the problem, indeed you probably know the answer but finding the time to approach it objectively and turn the position round takes time, finance and sometimes skill that isn’t always in abundance; that’s where we come in.

• We offer an unbiased appraisal of the situation, we seek to understand the constraints that the business and the staff operate under, the challenges they face and the difficulties in delivering what they are there to do.

• We approach each business as unique and we spend most of our time listening and discussing and then checking that we have heard correctly; then and only then do we go away to check our facts.

• Our findings are presented in the “real world” often we will offer alternative strategies but whatever the outcome we will show you a way forward.

• A typical diagnostic review can be as short as one day, to the longer, project based analysis that may take several weeks.

We offer the best of both worlds: boutique-style personalization combined with the capability and experience of a corporate firm. With over 20 years of combined experience across 100+ industries, we deliver flexible, tailored solutions grounded in integrity and long-term partnership.

Yes—we support strategic transactions with due diligence, valuations, and corporate restructuring guidance. Our advisory team helps clients assess opportunities, minimize risks, and execute with clarity and confidence.

Our Advisory services are collaborative and modular. We can augment clients’ internal teams or work alongside external advisors—such as legal or tax professionals—to deliver cohesive, actionable strategies.

• We acknowledge that we often come across the same problems on a daily basis but on each occasion we guarantee the circumstances will be different whether it’s the market environment, the culture or the people involved each problem will presents itself uniquely.

• Our bespoke solution seeks to address the above and it starts by listening to what you want to achieve and then offering you specific, detailed, project based support.

• Proposed and billed on a per-project and per-milestone basis, project consulting offers a Client Company a way to harness our specific qualities and use our expertise to solve your critical problems, develop and/or implement plans and develop specific initiatives.