Advisory Services

Purchase or sale of a business

We have assisted a number of our clients with the purchase or sale of a business. We can assist you by:

  • Drafting a letter of intent with respect to a potential purchase
  • Preparing cash flow forecasts to assess the fair value of a business including assisting in identifying opportunities to realize synergies/cost-savings
  • Advise on tax-efficient structuring of the purchase
  • Performing due diligence on potential business
  • Reviewing offer to purchase

Cash flow projections and forecasts

We can prepare cash flow projections or forecasts to assist you with:

  • Estimating the value of your business in assessing reasonableness of any sale offers
  • Obtaining bank or venture capital financing
  • Attracting equity investors
  • Determining the payback period for potential capital investments or expansion opportunities by your business

Other advisory services

We can also assist you with:

  • Selection of accounting software, installation and support
  • Succession planning
  • Business plan development

For questions with respect to our advisory services please contact:

Roger E Ball, FCA
416 293 5560 x 206

Kevin Ball, CA,
CPA Partner
416 293 5560 x 202

For a series of various forms and checklists, please see our Resources section