Strategic Advisory & CFO Services

Our strategic advisory and fractional CFO services provide growing Canadian businesses with access to senior financial expertise and strategic guidance without requiring full-time executive compensation. This fractional CFO model delivers high-level financial leadership, strategic planning, and executive-level insights when you need them, helping you make better decisions and optimize business performance.

Strategic Financial Leadership involves regular participation in your leadership meetings, strategic planning sessions, and board discussions. Your fractional CFO contributes financial perspectives to strategic discussions, helps evaluate major business decisions, and ensures financial considerations are integrated into overall business strategy. This senior-level guidance helps growing businesses think strategically and make informed choices about resource allocation, growth initiatives, and risk management.

Financial Planning & Analysis services include developing comprehensive financial plans, analyzing performance against budgets and forecasts, and providing regular financial updates. We prepare monthly or quarterly financial reports that go beyond basic bookkeeping to provide insights into trends, variances, opportunities, and risks. Our analysis helps leadership understand financial implications of past decisions and plan effectively for future initiatives.

Cash Flow & Working Capital Management ensures your business maintains healthy liquidity to support operations and growth. We monitor cash positions daily, forecast future cash needs, and develop strategies to optimize working capital. Our cash flow management includes monitoring accounts receivable and payable, managing inventory levels, and coordinating with financing providers to ensure adequate cash availability.

Our strategic advisory and CFO services complement traditional bookkeeping by adding strategic financial leadership and executive-level insights to your financial management function. While bookkeeping focuses on accurate recording of transactions and preparation of basic financial statements, CFO services provide strategic guidance, financial analysis, and business planning support that drive decision-making and growth.

Strategic vs. Tactical Focus represents the fundamental difference between CFO services and traditional bookkeeping. Bookkeeping is tactical—ensuring transactions are recorded correctly, accounts are reconciled, and financial statements are prepared accurately. CFO services are strategic—interpreting financial data, analyzing trends, providing insights, and advising on business decisions. Both functions are essential, and our integrated approach ensures seamless collaboration between tactical bookkeeping and strategic advisory.

Decision Support vs. Compliance Focus highlights how CFO services add value beyond compliance. While bookkeeping ensures financial records meet regulatory requirements and accounting standards, CFO services focus on using financial information to support business decisions. We analyze financial performance, evaluate strategic options, model future scenarios, and provide recommendations that help leadership make informed choices about growth, investments, and resource allocation.

Executive-Level Perspective brings senior financial experience and business acumen to growing businesses that may not be ready or able to hire a full-time CFO. Our fractional CFOs have decades of combined experience across industries and business sizes, bringing knowledge of best practices, industry benchmarks, and proven strategies. This executive-level perspective helps growing businesses navigate financial challenges and opportunities with confidence.

Our investor relations support helps growing businesses prepare for funding rounds, communicate effectively with investors, and maintain strong relationships throughout the investment lifecycle. We combine financial expertise with understanding of investor expectations to help you present your business compellingly and build confidence with current and potential investors.

Funding Round Preparation involves comprehensive preparation for equity or debt financing rounds. We help you develop financial models that support your valuation assumptions, prepare investor presentations that tell a compelling story about your business, and create data rooms with organized financial and business documents. Our preparation includes anticipating investor questions, preparing responses, and ensuring your financial projections are defensible and well-documented.

Financial Modeling for Investors creates sophisticated financial models that incorporate realistic assumptions, scenario analysis, and sensitivity testing. We model revenue growth, expense scaling, capital requirements, and returns under various scenarios. Our investor-ready models include key metrics like customer acquisition cost, lifetime value, churn rate, and other industry-specific KPIs that sophisticated investors expect to see.

Due Diligence Support helps you navigate the due diligence process smoothly and efficiently. We prepare comprehensive financial documentation, respond to information requests promptly, and coordinate with your legal and tax advisors. Our due diligence experience helps you anticipate what investors will request, prepare responses proactively, and avoid delays or issues that could derail funding discussions.

Our M&A advisory services guide businesses through mergers, acquisitions, divestitures, and other strategic transactions with expert financial guidance throughout the process. Whether you're considering acquiring another business, selling your company, or exploring strategic partnerships, our fractional CFO services provide the financial expertise needed to navigate complex transactions successfully.

Buy-Side Advisory helps businesses evaluate acquisition opportunities, conduct financial due diligence, and structure deals effectively. We help you assess target company financials, identify synergies and risks, develop valuation models, and negotiate deal terms. Our buy-side support includes integration planning to ensure post-acquisition success and maximize the value of strategic acquisitions.

Sell-Side Advisory supports business owners considering selling their companies by preparing businesses for sale, identifying potential buyers, and managing the sale process. We help optimize financial performance prior to sale, prepare selling memorandums and financial presentations, and work with business brokers or investment bankers to position your business attractively. Our sell-side services include business valuation, deal negotiation support, and tax planning strategies.

Transaction Management provides end-to-end project management for M&A transactions, coordinating legal advisors, tax advisors, valuation experts, and other professionals. We manage timelines, coordinate due diligence, track conditions precedent, and ensure transactions progress smoothly to closing. Our transaction management experience helps avoid common pitfalls and ensures successful deal completion while you continue running your business.

Our strategic advisory services help growing businesses develop and execute growth strategies that are financially sound and sustainable. We combine financial analysis with strategic thinking to help you identify growth opportunities, evaluate expansion options, and scale your business successfully while maintaining profitability and cash flow.

Growth Planning & Analysis evaluates different growth scenarios and their financial implications. We model organic growth initiatives, new market entry strategies, product line expansions, and acquisition opportunities. Our growth planning includes analyzing unit economics, assessing scalability, and identifying resource requirements including capital, personnel, and systems needed to support growth.

Performance Measurement & KPI Tracking establishes metrics that monitor growth progress and business health. We help identify leading and lagging indicators that predict success, implement dashboards that track KPIs in real-time, and analyze performance trends to inform strategic decisions. Our KPI tracking extends beyond financial metrics to include operational metrics, customer metrics, and employee metrics that provide comprehensive visibility into business performance.

Scaling Readiness Assessment evaluates whether your business is prepared to scale successfully. We assess your systems, processes, team, and capital structure to identify strengths and gaps. Our scaling readiness analysis includes reviewing financial systems capacity, evaluating management team depth, analyzing working capital needs, and identifying potential bottlenecks that could constrain growth. We help you address readiness issues before they become scaling problems.

Effective cash flow management and financial planning are critical for business survival and growth. Our fractional CFO services provide sophisticated cash flow forecasting, working capital optimization, and financial planning that ensure your business maintains liquidity while investing in growth initiatives and navigating unexpected challenges.

Cash Flow Forecasting provides visibility into future cash positions, enabling proactive management of liquidity needs. We develop rolling 13-week cash flow forecasts for immediate planning and longer-term cash projections for strategic planning. Our cash flow forecasting incorporates seasonal patterns, payment cycles, capital expenditures, and growth initiatives to predict cash surpluses and shortfalls before they occur.

Working Capital Optimization improves cash flow by optimizing the balance between receivables, payables, and inventory. We analyze cash conversion cycles, identify opportunities to accelerate cash inflows and delay outflows without damaging relationships, and implement strategies to free up cash trapped in working capital. Our working capital services include accounts receivable management, payment term optimization, and inventory management improvements.

Financial Planning & Budgeting creates comprehensive financial plans that support business strategy and guide decision-making. We develop annual budgets, rolling forecasts, and long-term financial plans that align with strategic objectives. Our financial planning includes scenario analysis for different growth paths, contingency planning for economic uncertainty, and capital planning that ensures resources are available to support strategic priorities. We help businesses plan for growth while maintaining financial stability.