We Listen, We Connect, We Grow - to Future Proof your Business and Lifestyle
Toronto, Ontario
We work with ambitious seven and eight-figure business owners in the U.S. and Canada who are focused on growth and increasing their business value through mergers, acquisitions, or strategic exits. With over a decade of experience as a CFO specializing in M&A, cross-border strategies, and tax optimization, we offer expert, hands-on guidance in navigating complex transactions and maximizing growth opportunities. Here’s how we help you elevate your business: - M&A guidance from initial assessment to post-merger integration. - Strategic planning for seamless business integration and growth. - Capital markets advisory for funding, debt, and equity solutions. - Private equity and debt financing tailored to business needs. - Business consulting to drive growth and improve efficiency. - Exit consulting to maximize value and minimize tax liabilities. Client Success Stories: • Saved over $3M in tax savings on an exit-planning strategy preparing the owner for retirement. • $160K in Cost Savings: Guided a business through the successful implementation of a new ERP system, streamlining sales transactions and accounting processes. • 200% Sales Increase: Partnered with a CEO to drive new marketing strategies, significantly boosting sales across multiple foreign markets. • $35K in Tax Savings: Personally prepared a five-year CRA reassessment, eliminating penalties and securing full interest waivers. Curious how to transform your financial approach and maximize your exit potential? Let’s talk strategy. Schedule a consultation here: https://calendly.com/cpastrategicsolutions/30min
On-site · Hamilton
Manage a portfolio of corporate and individual clients, overseeing tax preparation, bookkeeping, and CRA compliance. Provide day-to-day leadership for office staff and manage the general workflow of the Hamilton office.
