Supporting the next stage of a family legacy
Client storyA Canadian family business wanted to continue their growth trajectory with new ownership. We helped them find the right partner and with the sales process.
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Guiding a cannabis wellness company though a liquidity crisis
Client storyLearn how we helped a New Brunswick-based cannabis company that creates wellness products navigate a liquidity crisis with a restructuring plan.
Clarifying tax compliance for health care professionals and practices
TaxHelping midwives and midwifery practices with the nuances of running their own business
Combating inflation to remain strong and stable
AdvisoryWhile businesses should be able to manage and navigate fluctuations in sales and profitability, sometimes they’re faced with a much larger challenge than a temporary down period, like the suffocating grip of inflation.
Finding a tax-efficient solution with a rigorous approach
Cross-border taxNavigating complex cross-border tax rules between two countries.
Supporting tremendous growth during a talent shortage
Cloud accountingOur client—an energy company based in Nova Scotia—was experiencing immense growth but didn’t have enough people on their team to sustain it. With unemployment levels at record lows, they were having difficulties finding the talent they urgently needed.
Protecting a family’s legacy through Bill C-208
Family BusinessOur client—married owners of an established home improvement retailer—wanted to hand off their business to their two children after the pandemic made them realize the importance of putting a future plan in place.
Supporting an iconic Canadian attraction through a crisis
Family BusinessOur client—a family hospitality business with multiple entities—was faced with trying to keep their doors open during widespread lockdowns, travel restrictions, and decreased demand. In addition to cashflow issues, they were overwhelmed and lacked the internal resources to apply for funding that could help ease their burden
Clearing a path for Itzova Ltd.’s growth by offering a one-stop shop
TaxSelling online across borders can be challenging—but including multiple lines of business poses an even bigger challenge.
Acting as a bridge between family business and transactions
Family businessOur client—a Canadian family of four siblings with a family trust—was looking to purchase a new business with funds they had recently inherited to continue growing their investments. While the whole family was on board with the decision to buy, they didn’t know where to start and needed strategic advice and support through the purchasing process.
Bringing the future into perspective
AdvisoryOur client—an award-winning premium entertainment facilitation company based out of Southern Ontario—consistently reviewed what had happened each year but didn’t have the capability to understand what could happen.
Adapting to changing customer demands
AdvisoryOur client—an Ontario-based shoe retailer—had ambitious growth plans but needed to adapt to changing customer demands in order to kickstart their stalled revenue.
East Coast Lifestyle grows through the cloud
Cloud AccountingBefore skyrocketing levels of growth and fame, the company was faced with disjointed bookkeeping systems and practices that were costing them valuable time and money.
Closing the gap between people and new technology
AdvisoryOur client—an established civil engineering firm—needed comprehensive and sustained change management leadership to untangle a range of systemic issues that came to the surface after the implementation of a new enterprise resource planning (ERP) system
Supporting a client through a crisis
RestructuringOur client—a growing Canadian telecommunications business that builds and maintains fibre optic networks—underwent structural and operational changes that resulted in crushing liquidity challenges.