We work across four integrated pillars. Every engagement is senior-led, scope-defined, and built for defensibility.
Valuation & Transaction Advisory
Certainty in value and deal terms.
- Business valuations for tax, litigation, and shareholder matters
- Fairness opinions for M&A and related-party transactions
- Purchase price allocations and intangible asset valuations
- Independent expert reports for disputes and tribunals
- Transaction scenario and sensitivity analysis
Strategic Finance & Frameworks
Optimized capital decisions for growth and change.
- Corporate finance and capital structure strategy
- Investment and project evaluation models
- Capital planning and long-range forecasting frameworks
- M&A and divestiture support, from screening through integration
- Embedded senior finance leadership during periods of scale or transition
Digital Finance Automation
Real-time financial intelligence without manual friction.
- Automation of financial close, reporting, and consolidation
- Document-to-data extraction for finance and compliance workflows
- Executive dashboards and KPI reporting
- Workflow automation across finance systems
- Predictive analytics and forward-looking financial models
Compliance & Incentive Funding
Audit-ready support where incentives and capital intersect.
- Incentive support where material to capital planning or deal economics
- SR&ED claim preparation and technical substantiation
- R&D tracking and documentation frameworks
- Tax structuring support in coordination with advisors
- Audit defence and CRA review support
Engagement Model
Clear scope. Transparent pricing. Defensible work. No delegation to juniors, no billing surprises, and specialists only where they add value.
Start with a focused discussion to determine whether we’re the right fit.
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