Clients We Have Helped

We have successfully helped clients reach their financial objectives and growth plans over the past 12+ years. Some examples of how we have helped clients are listed below:

Key Achievements:

  • Successfully transitioned several hundred businesses to new lenders, securing millions in financing in the forms of non-dilutive and dilutive financing and grants.
  • Facilitated business acquisitions, turn-arounds and expansions across multiple industries, including manufacturing, technology, and food & beverage.
  • Delivered over 500 workshops and seminars, empowering business owners with the financial knowledge needed for growth.
  • Acted as a trusted coach and consultant to CEOs, providing strategic guidance for start-up, growth, scale, buy-out, acquisition, turnaround, and succession strategies.
  • Assembled and coordinated a team of vetted advisors and trusted partners across legal, tax, finance, insurance, consulting, and other essential areas, acting as an informal board of advisors. This collaboration streamlines the process for entrepreneurs, saving them time and providing critical support at every stage of their business growth.

Client Success Stories

Case Study: Transforming a Leading Food Manufacturing Company

Background:
A longstanding food manufacturing company engaged with us to recalibrate their strategy and secure a new banking partner within a month. This engagement marked the beginning of a comprehensive and sustained collaboration.

Profitability Enhancement Initiatives:

  • Redesigning the chart of accounts for better financial tracking.
  • Implementing costing optimization strategies.
  • Rolling out new Payroll, Bookkeeping, HR, Sales systems
  • Developing a client segmentation strategy for targeted growth.
  • Reconstructing Accounts Receivable (AR) and Accounts Payable (AP) templates.

Holistic Advisory Services Provided:

  • Introduction of a multidisciplinary advisory team.
  • Drafting and implementing a succession plan and shareholder agreement.
  • Succession Planning: Establishing holding companies and family trusts to secure the company’s financial future.

Sustained Collaboration and Results:

  • Over the years, our partnership has helped the company achieve consistent profitability, acquire their own facility, and maintain an impressive EBITDA.
  • The company has emerged as one of BC’s largest food manufacturing firms, solidifying its position as a market leader.

Conclusion: This case study exemplifies the transformative impact of strategic financial management and comprehensive business advisory services.

ANOTHER CASE STUDY – FRANCHISOR BUSINESS PURCHASE

Needs Assessment:

  • Facilitated a meeting to understand end goals and requirements.
  • Discussed the potential business acquisition.

Comprehensive Business Assessment:

  • Conducted a thorough evaluation of the franchisor and its nationwide franchisees.
  • Shared assessment and key risk items with the client.

Decision Support and Negotiation:

  • Assisted the client in the decision-making process.
  • Supported negotiation of the purchase, including price and ownership transition.

Holistic Partnership and Financing:

  • Secured new partners in crucial areas (tax, finance, operations, legal).
  • Successfully obtained financing with new banking partners for the buy-out.