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Services

Startup

Start-Ups

Starting a business is an exciting and sometimes an intimidating process. We have good ideas as well as lots of questions.


We are here to help, either by pointing you to the right resources, having an enlightening conversation or doing the heavy lifting for you.


We can guide you through the process of writing a business plan, building financial projections, registering a business name,  incorporating, opening accounts, setting up accounting systems, figuring out how to pay yourself and many other important steps along the way. 

Deal

Business Purchases

Buying an existing company can be a great way to fast-forward your way into the business world. But, how do you know the asking price is fair? Do you know what questions to ask? 


Depending on the industry, the financial statements, your own financial situation and history, you may be able to finance the transaction. Knowing what is possible, how much you need for down payment, the conditions of the loan and if you'll be able to make the payments are questions of utmost importance that we can help you solve. 
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Selling2

Preparing to Sell

Different circumstances might lead us to sell a business: the need to move, wanting more time with family, having accomplished the goals set for the business or being ready for retirement. No matter the reason, a business needs preparation before listing it privately or placing an add. 

It is important to learn what a buyer will look for, what banks require to finance the transaction and giving yourself enough time to ready the business are essential ingredients to set yourself for success. 
Getting adequate advice will positively influence the valuation of the business. 

Juggling

Business Strategy

No matter how hard we try, it's easy to get caught up in the day to day. Running a business many times requires to wear many hats, leaving little time to lift our heads and review our strategies. Unfortunately, by the time many entrepreneurs decide to do their analysis, it has been long and there can be big surprises. 
It's generally a good idea to bring someone with experience and a fresh set of eyes, who can help us review the business activities, ask the right questions, help us identify areas of weakness and guide us in making a plan to lead us to success.