Consulting Services
Strategic Advisory
for Critical Decisions
From operational reviews to M&A strategy, we provide independent, senior-level consulting that aligns business objectives with practical, executable plans — informed by 37 years of Big 4 experience.
Consulting Service
Business Performance & Operational Review
Using operational reviews, we look for performance needing improvement — analyzing liquidity crunches, loss of profitability, suppressed sales growth, and loss of control over costs. We also conduct peer review analyses leading to comparative assessments of business performance.
Using industry benchmarks and trend lines, we develop an independent view of laggards and leading practices, then assist management in closing the gap. Our analysis identifies critical success factors and develops actionable recommendations suited to the company's specific situation.
- Operational reviews focused on liquidity, margin, and cost structure
- Peer benchmarking and industry KPI analysis
- Analytical review of business history, cash sources/uses, and profitability trends
- Identification of critical success factors and underperforming areas
- Independent assessment of existing business plan and execution capability
- Customer and supplier contract review for strategic risk
Diagnostic Review
Comprehensive review of financial statements, management accounts, and operational data to establish baseline performance.
Benchmark Analysis
Compare key metrics against industry peers and best-in-class operators to identify gaps and opportunities.
Root Cause Assessment
Identify the underlying causes of performance shortfalls — not merely the symptoms. Separate structural issues from cyclical ones.
Action Plan Development
Develop a prioritized, realistic action plan with clear ownership, timelines, and performance indicators.
Implementation Support
Ongoing advisory support to management as the plan is executed, with periodic progress reviews.
Key Advisory Areas
Organic vs. M&A Growth
Assist companies in deciding between internal growth and acquisitions — and structuring both paths strategically.
Market Positioning
Assessing the firm's distinguishing offerings and competitive advantages vs. market alternatives.
Capital Structure Review
Evaluating the strength of the balance sheet as viewed by potential lenders and investors — a frequently neglected discipline.
New Product / Service Launch
Estimating the true cost of launch, time-to-market, and realistic margin potential — challenging management's assumptions.
Consulting Service
Growth Strategies & Financing
Business strategies often need to be reviewed and updated for market changes and the firm's own evolving operational needs and opportunities. Our strategy reviews are oriented toward providing an independent, thoughtful assessment of the firm's strategic and business plan — questioning the ability to execute based on existing means and identifying the missing ingredients.
Too often, firms fail to appreciate the importance that potential lenders and investors place on balance sheet strength, focusing too intensely on market capture potential and frequently unattainable forecasts. We bring the discipline to align ambition with financial reality.
- Introducing process and discipline in M&A and divestiture strategy
- Independent review of business plans and capital requirements
- Identification of existing customer and supplier contract risks
- Government investment program assessment (Federal & Quebec)
Consulting Service
Assessing Investment Opportunities
Matching shareholder interests with business strategies related to partnering, mergers, acquisitions, and divestitures. We align business objectives with the interests of shareholders and other stakeholders through rigorous analysis and strategic discipline.
SWOT Analysis
Comprehensive Strengths, Weaknesses, Opportunities, and Threats analysis to establish a clear strategic baseline before evaluating investment decisions.
Target Identification
Developing a rigorous Best of Fit approach to identify, screen, and evaluate potential acquisition targets or strategic partners across relevant industries.
Negotiation Advisory
Assisting in the actual approach, negotiation strategy, and deal structuring leading to a successful partnering, merger, acquisition, or divestiture.
Due Diligence Support
Participation in financial and operational due diligence processes, drawing on decades of experience auditing and advising companies across industries.
Industry Depth
Knowledge Acquired Over 40 Years
From entrepreneurial startups to multinational public companies — our industry knowledge spans the full breadth of the Canadian economy and extends internationally.
Information Technology
Software, SaaS, telecom, ERP
Life Sciences
Pharma, biotech, personalized medicine
Aerospace & Defence
OEMs, Tier 1 & 2 contractors
E-Commerce
Digital commerce, platform businesses
Financial Services
Banking, insurance, VC, factoring
Manufacturing
Automotive, food, consumer goods
Construction & Engineering
Major infrastructure, real estate
Professional Services
Expertise in managing professional firms
Ready to Begin?
Every mandate begins with a candid conversation. Tell us about the challenge you're facing — we'll provide an honest assessment of how we can help.
Schedule a Consultation