How We Work
Understanding your business venture, its goals and your business vision is a critical foundation step towards building your business plan & strategy and assess your business debt funding needs.
The discovery phase allows us to estimate your business requirements before we begin our work and discuss the scope and fees for the engagement.
Once we accept you as a client, we begin with corroborating data and information from our proprietary databases, primary research and secondary research sources. We disclose our findings and discuss the next steps with you.
At this stage, its vital to establish your final business idea and operating model to ensure that we understand the market, the product, the competitors, the macro trends affecting your business and the necessary success metrics. This will add consistency to your business funding and operational plan.
After the final drafting of our work product is complete, we will have an engagement review call explaining all aspects of our work product (Business Plan/Competitor Research/Business Valuations etc.) and the next steps.
Upon successful completion and your final approval, we deliver the final work product and application package to you and all other relevant stakeholders.
Why Choose Us
Benefit from the years of professional experience and expertise of Chartered Professional Accountants and Chartered Business Valuators for your projects - acting as your team members.
We have successfully completed business financing for 12 clients, across 6 provinces and worked with all major lending partners in the country.
We have the most advanced data-driven models, tools, and access to leading industry databases that gives us competitive edge over our peers, enabling our clients to receive the highest quality work-product and engagement service.
We want to work with you as a teammate on your projects rather than a service provider. Constant communication and project coordination is the key reason for why our clients stay happy with our services.
We leverage our in-house expertise as well as our pre-vetted network of strategic vendors to provide you with comprehensive and innovative business solutions around business financing, operational execution, strategic marketing efforts, IT and technology solution to make your business more valuable in the market.