Our advisory and pragmatic management know-how, is aimed at helping you transform and rally success for your business, in today’s challenging environment. Our solutions are tailored to your everchanging needs and are integrated as a valuable part towards your vision, mission and goals.
Our Services
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Leadership Advisory
Do you have what it takes to inspire - that others would be willing to follow? How well are you accountable and know yourself? That the vision, values, ethics, goals and path which you communicate are harmonious with natural inclinations? These are some of the questions on the minds of emerging leaders, and the day this intrapersonal inquisition begins: is the day you have chosen to overcome this discomfort and to become vulnerable on the journey of becoming great – to your self-transformation into an Intelligent Leader. A process that ebbs and flows in synchronizing your view, virtue, ethics, beliefs, and non-self-action, through the dynamic cyclic field of body, sensations, mindfulness, focus and consciousness to intelligence clarity. Drawing on a cross section of multidiscipline, which when activated, radiates an aura of inspiration, presence, confidence, and contentment that endures with time. We can help you unlock this path, on to that which you must become. Utilizing techniques developed through the principles of ancient science, reason, intuition, and imagination. To help guide you into igniting your passion and to manifest your leadership qualities with courage, pride, resilience, and precision, onto becoming dutiful. Harnessing your emotional intelligence, into developing the art of leading from the heart, from which to drive the desired transformative results of purpose for your stakeholders. Thereby, elevating your leadership skills to new heights of fostering a culture of excellence and empowering you and your team to realize “the value of being more with less – a privileged mindset”. However, leadership excellence is not achieved in a vacuum; it must be applied to become successful in today’s complex landscape. Concretizing in the process: the art, skills, and knowledge on how to think big and different, how to recognize and discover new business opportunities, how to assess their potential and how to implement decisions tactfully and strategically. Building new approaches to connect to those around you and a network of peers, in meaningful and authentic ways that persist long after. Bringing an entrepreneurial mindset into an established organization, finding new and better ways to encourage value creation, recognizing emerging talent and raising their capabilities, leverage diversity, manage complex change over time and drive innovative renewal that is aligned to a wellness balance outcome for all stakeholders.
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Startup and Strategic Action
Getting your new business venture off the ground and charting the course to success requires doing things right the first time. We will help you assess and establish your vision, mission, goals, and readiness. Evaluate and battle-test your strategic and action plan that reflects your name and brand, identifying key risks in your competitive landscape, industry structure, value chains and ecosystems. Assess your organization's linkage and its capabilities to help you develop a view of what it will take to sustain success, through the myriad of options, shifting complexities and anomalies. We will help you gain in a clearer light, a better view of your entire business capabilities, your sector, and its position in the global economy and how to align this new insight with your business vision, mission, and goals. We will help you to take a non-attached stance and to synthesis the view. To have the often uncomfortable but necessary conversations, and how to navigate and act with focused confidence against any potential storms. Thereby giving you a better insight for mapping out a tactical plan for crafting and preparing a dynamic action plan, that best preserves the value of your business as aligned to your capabilities, and stakeholders interest, through a tailored solution. We will help with registering and protecting your business name with the appropriate authorities and for the best tax advantage, by choosing the right operating form and to protect your business from potential risks and liabilities. We will help you to determine the optimal share capital, debt financing structure and how to pitch and attract investors, or apply for loans or grants, and how to develop mutual beneficial relationships with key vendors and working capital providers. We will help assess your customer focused market research plan and help you formulate a financial projection, operating and cash flow budgetary plan, to help guide you to make informed decisions, and to navigate the future with confidence to a brighter financial tomorrow. Different types of insurance protection may be needed, depending on your business activities, assets, and employees. We can advise on how to go about acquiring these, as well as acquiring and putting in place the right business tools and technologies to help you run your business more efficiently and effectively.
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Acquisition and Merger Advisory
Whether you are contemplating a purchase, a sale, a merger, a joint venture or a restructuring, the EBITDA valuation on your business is imperative to every stage of your decision-making process; as well as its impact on taxation and reporting in today’s ever-changing landscape of volatile market dynamics, as heightened by the economic and geopolitical uncertainty, adding stresses that can threaten the growth and possibly, the survival of your business, in an environment of unprecedented disruption and uncertainty from supply chain disruption and evolving stakeholder and regulatory expectations. We can help you evaluate your valuation, due diligence, fund raising process and help you to the identify key risks, rewards, and fairness options, through the fragmented complexities, considering your entire business, your sector, and the global economy, as aligning with your business objectives. Then help you map out a strategy that best preserves the value of your business and your stakeholders’ interest, through a tailored solution. That enhances the value from integration and potential upside opportunities and helps you navigate the critical stages of design, implementation, execution and monitoring of these transactions, to ensure the deal is done right.
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Audit, Review and Compilation
Businesses are expecting their external accountants to be able to deliver more value-added benefits through the audit, review, and compilation process. That they go beyond regulatory need and to provide meaningful insights to help identify opportunities to improve the business operation. By using analysis techniques and know-how into our standard procedures, we engage and empower your team to see the business processes through a different set of light, that will improve value, quality, controls, procedures, and productivity, to help deliver real benefits and added value for your business and to empower your team to make better informed business decisions. Whether you need to Audit, Review or Compile review financial statements, or to consult on complex transactions, we can help you sift through the information and guide you toward making better decisions.
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Bookkeeping and Sytems Training
Proper configuration not only saves you money and time. It lets you run a smarter business. Our certified consultant will tailor solutions to your needs from popular accounting packages such as QuickBooks and Sage Accounting among others. We will help you in selecting the best option for software, hardware, networking system, data conversion, system upgrade, security and staff training and support. As well as assistance with the Canada Revenue Audits, payroll, goods and services tax.
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Tax, Trust & Estate Planning
Financial, tax, trust and estate planning are ongoing processes, best done when they are interwoven with the assistance of professionals. We will help you put together a comprehensive personalized plan that is tailored to your individual needs. Help you elevate your wealth creation strategy and management controls. Our experienced team of experts, that is specializes in crafting comprehensive plans, will help you to secure your legacy and protect your assets for future generations, and with our client-centered approach, we help guide you through the intricate landscape of trust, estate planning and wealth creation to ensuring your peace of mind and your family's financial well-being.