Strategic Planning Services—Financial Planners Serving Victoria, BC.

As a long-established firm devoted to strong client relationships, we believe that knowledge of our clients and carefully listening to their needs is crucial to providing them with responsive and timely services. We spend a considerable time with clients to gain a firsthand knowledge of their needs and visions.

We have a genuine concern for the success of your business. From emerging new businesses to established enterprises in Victoria, our financial advisors have always provided close personal attention and custom financial solutions that differentiates our accounting firm.

Business Valuations

The need for a business valuation can result from a company reorganization, shareholder dispute, pending matrimonial settlement, or failed business agreement. We can help you with in these areas.

Strategic Planning

Strategic Planning Services are designed to assist clients through a comprehensive analysis and planning process to identify new business goals and strategies for long-term growth and market success. To negotiate a successful course into the future there is a need to formulate explicit strategies. We help you do this through a valid and well-structured methodology.

We can also prepare custom plans that focus on specific elements of the operational goals of an organization. Our experience with unique problems and special needs of small and medium sized entrepreneurs has enabled us to develop a number of programs designed to keep you focused on strategic issues.

Budgeting and Forecasting

For businesses, budgeting and forecasting are as important as tax planning. While a business may have no formal financial budget or forecasting system, budgeting and forecasting are very important part of the decision-making process. Our certified financial planners are Victoria, BC locals who understand the unique needs of local businesses and enterprises

In the final analysis, businesses must be concerned with the future-not just the past. Knowing your ups and downs can be critical to understanding your risks, managing your growth, and raising funds. The power of having real insight into the present financial state of your business, should be very important to you.

It is important to remember that your budget is an essential tool in helping you achieve your overall goals. If you don’t understand your projected costs and revenues over the course of the year, you have no way of knowing which direction you are going in or which direction you even want to go in. Let us help you to determine your best course of action, clarify your vision, and set down guidelines for reasonable levels of expenditure.

Mergers and Acquisitions

Owners of closely held companies often find themselves in a difficult position when faced with an offer to buy or sell their company. The concerns are is the business over valued or is the offer enough? While there are many ways to objectively value a business, an accurate way to make the determination is to market the company and allow the acquisition marketplace establish the value through multiple competing offers.

It is also important to understand that a successful acquisition or merger is based upon a commonality of needs, corporate cultures, and goals. Growth of a business includes acquisitions and/or mergers. Planned growth of a business can also require financing.

We assist our clients in all aspects of financing including preparation of business plans and forecasting. We can help to maximize the results and minimize the problems.

Personal Financial Planning and Wealth Building Strategies

Personal financial planning is the development and implementation of total, coordinated plans for the achievement of one’s overall financial objectives.

So, where would you like to see yourself financially in 5, 10 or 25 years from now. What about your retirement? What are your financial goals – short-term, and long-term?

Would you like to see a snapshot of your finances, how to achieve your goals and how much you need to save or invest to pursue your financial targets. By knowing your current worth you can set realistic goals to achieve your dreams and aspirations. We can give you a hand to succeed.

We believe this service is an integral part of what we can do for you. We continue to help our clients with their businesses and personal financial planning by providing solutions to their particular issues. We take the time to learn about you, and we listen.

We communicate, in a proactive and decisive way, where we think you should be heading. This can be done on an informal discussion basis or by a formal report. We help you build and preserve assets for your lifetime and help you determine and reach your longer-term objectives with wealth building strategies.

For what types of clients do you offer financial services?
Financial services are available for our business clients of all sizes, up to the largest enterprises. These financial services include business valuations, strategic planning, budgeting and forecasting and other services that are provided to meet unique needs. You can contact us for a consultation to find out if we can help you.

How can you assist with mergers?
We can provide and defend valuations of any business based on our financial research of that company and its data. Businesses can be valued in many different ways, and we strive to provide detailed but simplified reporting so that you can easily understand how much a business is worth, and how much it may be worth in the future.

What resources do you provide for strategic planning?
As part of our long-term and future financial planning services, we can provide you with a range of different resources. This most often takes the form of detailed research that helps you understand the most likely consequences of the major decisions you make.