Corporate Finance Transformed
That's Our Signature
Corporate Finance Services
We have transformed the way we provide Corporate Finance Services and it’s all about supporting you. It’s not just in what we offer, but in how we offer it. Our experience is sought after and our services are second to none, here’s why:
- Our team of advisors has decades of combined experience covering areas including improving profits, setting performance measurement goals, preparing business plans, financial models, forecasts and projections and negotiating financing.
- We have a dedicated Transaction Advisory Services Team who specializes specifically in buying and selling businesses and ensuring your ideal outcome.
- We’ve also teamed up with interVal to offer you unique and direct access to software that allows you to monitor your company’s value in real-time and learn how you stack-up against similar businesses in your market.
Whether you are looking to grow your business, hoping to retire someday or need to consider your options, we are committed to helping you take control now to improve value and address areas that are adding undue risk to your business.
Do you ever wonder what your business is actually worth? With interVal, you can monitor your company’s value in real-time and learn how you stack-up against similar businesses in your market.
Contact our team today and get your initial valuation underway.
How interVal Works:
- Get started in minutes by either connecting your cloud accounting software directly to the platform, or uploading your Trial Balance reports!
- Get real-time valuation & growth scenarios to help you make better business decisions.
- Access valuation ratios and easy-to-use reports to gain incredible insight into what is driving or holding back your businesses value.
- Get a proprietary Saleability Score to better understand how attractive your business is to potential buyers.
Areas of Expertise
Buying & Selling Businesses
We have proven success in helping clients with transactions including dealing directly with lenders to ensure funding. Not only can we identify, screen and actively target potential opportunities, provide pricing analysis, and structure and negotiate deals, but we’ll also develop a tailored plan to strategically reach your business goals.
Financing
It’s such an important part of doing business, but can be complicated. Let us help you sort through the complexities of applying for financing.
- Analyze current financial structure and develop financing recommendations
- Prepare financial packages
- Source senior, subordinate or mezzanine bank financing
- Negotiate bank covenant defaults
- Negotiate and source private equity
Meet the Team
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Partners
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Bruce
BarranCPA, CA
Counsel, Tax Services- Business Accounting
- Canadian Tax
- Corporate Finance
- Estates & Trusts
- Business Advisory Services
- Immigration & Emigration
-
Derek
OrangeMBA, CPA, CGA
Vice President, Corporate Finance- Transaction Advisory Services
- Corporate Finance
-
Kevin
SwitzerMBA, BA
Vice President, Corporate Finance- Transaction Advisory Services
- Corporate Finance
-
Rick
SantosCPA, CA, LPA, CBV, CFF, CFP
Managing Partner- Business Accounting
- Pension Plan Audit Services
- Non-Profit Audit Services
- Corporate Finance
- Transaction Advisory Services
- Business Valuation & Litigation
- Strategic Planning
All Team Members
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Korab
FeratiCPA, CMA, CBV
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Krystyna
Slivinski
Senior Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Samantha
Channon
Senior Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Terri-Lynn
Eckel
Administrative Support, Valuations- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services