We work very closely with entrepreneurs to assist them in identifying and implementing successful strategies for their businesses. We recognize that most entrepreneurs operate in a degree of isolation (it truly is lonely at the top) and we provide them with a perspective developed from years of helping entrepreneurs in many industries maximize the potential of their business. A sample of our engagements includes:
- Assessing implications of strategic initiatives and relevant alternatives
- Analysing major business decisions for both the financial consequences and the implications to various family members
- Identifying appropriate credit facilities and negotiating credit arrangements with lenders
- Providing a sounding board for a wide range of business issues such as:
- Expansion into new markets
- Suggestions regarding shareholder agreements
- Opening new locations
- Real estate acquisitions
- Major equipment purchases
- Introductions to appropriate advisors in a wide range of disciplines and locations
- Recruiting senior financial executives
- Advance planning and structuring for the purchase and sale of business
Advisory Team Members
- Jeff Brocklebank
- Tia Walsh
- Kevin Walsh
- Kulwant Sidhu
- Ron Walsh
- Annie Bell
- Patrick Harrison
- Karim Adatia
- Shubham Mahajan
- Rebeca Vespasiano
