Consulting

“Do not dismantle the house, but look at each brick, and replace those which appear to be broken, which no longer support the structure.” Neale Donald Walsch (no relation)

We can advise you on both the major and minor business decisions you face. Consulting with us on those decisions provides you with the information to move forward strategically and confidently.

Ownership Structures

Family and estate planning objectives, financial arrangements and business relationships are some of the factors that play a role in determining the most appropriate business ownership structure. Whether it is a closely held family company or a cross-border, employee-owned organization, our experience and knowledge can help you identify and implement the best structure.

Purchase and Sale

When buying or selling a business, there are financial and personal implications to consider, as well as tax, liquidity, risk and negotiation strategies. Our extensive experience in both large and small transactions — from conception through negotiations, implementation to completion and beyond — maximizes your results.

Shareholder Relationships

As our client base primarily consists of private entities, we regularly offer advice on the appropriate terms to include in shareholder and partnership agreements. We assist in defining shareholder relationships, identify the implications of those relationships and codify them in shareholder agreements. We also assist with dispute resolution among shareholders, and review and recommend appropriate life insurance coverage.

Recruiting

We provide our clients with recruiting services to attract and retain senior financial executives and controllers. The proven performance and longevity of service of the individuals we have recruited is a testament to our success.

Business Valuation

From time to time, it’s necessary to calculate the value of your business. We will provide you with the calculation that’s relevant to your purpose.