Expertise
Advisory in Montreal
Practical advice for owners and boards, grounded in your financial statements. We help you see the decision clearly, model the options, and prepare what lenders and partners will ask for.
- Budgets, forecasts and cash-flow planning
- Financing requests and bank packages
- Incorporation, structure and shareholder matters
- Financial analysis and performance reviews
- Transaction support and due diligence assistance
- Setting up accounting and controls for a new business
Who it's for
- Owners who want to understand their numbers and plan the next step
- Businesses preparing for financing, growth or a sale
- New businesses setting up their accounting and controls
- Boards and organizations that need an independent financial view
What to prepare
- Recent financial statements or bookkeeping reports
- Your goals and the decision you are facing
- Bank, loan and lease details
- Any projections or budgets you already have
How it works
A clear engagement. A relationship that moves forward.
Tell us what you need
Send a short consultation request.
Define the scope
We confirm the service, timing, responsibilities and fees.
Work securely
Documents and requests move through the client portal.
Stay informed
We communicate key findings, deadlines and next steps throughout the engagement.
Common questions
General information, not advice for your situation. Rules and deadlines can change; we confirm what applies to you.
Is advisory a one-time meeting or ongoing?
Either. Some clients book a session for one decision; others prefer quarterly reviews during the year.
Can you prepare what the bank asks for?
Yes. We prepare financial statements, projections and the supporting analysis lenders expect, and we can attend the meeting.
Should I incorporate?
It depends on income, plans and risk. We model the options with your own numbers before you decide.
Talk to us about your situation
Request a consultation and we will reply within one or two business days.