advisory_services

4
ADVISORY SERVICES

Upload: ted-pugliese-jr

Post on 07-Aug-2015

32 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: Advisory_Services

ADVISORY SERVICES

Page 2: Advisory_Services

CONFIDENCE FOR INSPIRED GROWTH.

ACCOUNTING ASSURANCE ADVISORY TAX

Globalization continues to challenge small businesses,opening up economies and changing market conditionseverywhere. New business opportunities and threats ariseinvariably, competitors threaten profitability, andconsumer needs evolve faster than ever before.

This change puts pressure on the management teams oforganizations, and encourages them to adapt and evolveaccordingly.

FCR’s business advisory team works with decision makersto optimize internal operations, structuring them to adaptto the challenges of external environments so thatentrepreneurs can thrive in uncertainty.

Whether management is looking to expand operations,concerned about the effects of regulation, unsure of theeconomic landscape, or looking to gain access to capital- FCR has expert staff on hand to provide the appropriatesolution through our business advisory services.

Together, our teams can collect and sift through the mostaccurate information, using the organization’sunderstanding of the business and our knowledge offinancial information to develop an organic businessstrategy.

Our teams work with business owners to mitigate thechallenges presented in:

BUILDING A FOUNDATION FOR SUCCESS. ONE BRICK AT A TIME.

BUSINESS ADVISORY SERVICES

Taxation

BusinessDecisionMaking

TransactionAccounting

AccountingSystems

ResourceManagement

CashManagement

MitigateRisk In

Business advisory services are all about realizing the potential of your organizational objectives, often by laying orsupplementing the foundation of a corporate strategy. In the complex and ever changing commercial environment, ateam of business advisory professionals serve to act as an extension to the existing management team, adding credibilityto the corporate deliverables. Working together, your team aims to instill confidence in the decision making processes.

Properly implemented, these teams compliment each other - capitalizing on management’s detailed understanding ofthe organization and the advisory team’s financial acumen. Together, these internal and external parties seek to attainthe entrepreneurial balance of risk mitigation and the achievement of financial success.

Page 3: Advisory_Services

WWW.FCRCA.COM

ADVISORY SERVICES

After decades of change and growth, the owner managed businesses in Northern Ontario continue to serve as acatalyst of local economic development. With the niche offerings of many competing organizations, the industryhas become highly segmented, making innovation, experience, and strategic planning integral success factors.

Freelandt Caldwell Reilly offers advisory services in several service categories:

OUR ADVISORY PROCESSWhile many organizations face problems that are similar in nature, every challenge is specific to the business andits industry. As a result, it is important to have an advisory process that addresses the unique needs of everybusiness advisory engagement.

Our process, as outlined, works to identify underlying issues on an individual basis. Our professionals work withmanagement to identify and implement a goal oriented solution to align your expectations with results.

Every organization requires advisory services that are relevant to its current business needs because the servicesrequired when the venture enters the market are going to differ significantly from when the owner is ready tosell. At Freelandt Caldwell Reilly, entrepreneurs can explore how our teams add value at every milestone.

● Asset allocation●Wealth transfers● Succession planning● Personal tax planning● Successor mentorship

EXECUTIVE●M&A advisory● Structuring capital● Purchases and divestures● Transition tax advisory● Business valuation

TRANSACTION● Identify enterprise risk● Risk management●Risk mitigation

RISK

Understand Gather Assess Develop Process Present ImplementThe issues, needs,

priorities andgoals.

Accountingand other

information.

The uniqueclient needs

and situation.

A tailoredgoal oriented

strategy.

All of the datagathered and

assess.

Alternativesand discuss

strategy.

The selectedcourse of

action.

MonitorThe

implementedAction.

Maximize the value or your venturethrough five service categories:

Entrepreneurs require advisoryon the upstart of the business.

They are looking to develop theideal business structure,

assemble the right team andgain market acceptance.

An inspired vision has grownthe business and most

concerns are related to dayto day operations. Growth

strategies shift to acquisitionand/or diversification.

Cash management, efficientoperations, and tax

minimization become integraltools to success for

organizations with aspirationsto grow.

● Business ownership structure● Articles of incorporation● Securing start-up capital● Introduction to banks● Establish accounting

procedures● Operations, bookkeeping and

financial advisory● Cash flow projections● Business planning

● Financial statement analysis● Tax planning and minimization● Payroll and payment methods● Projections and forecasting● Cash flow and budget

management● Facilitate remittance and

recovery of all tax obligations

● Financial analysis/strategicplanning

● Audit and review services● Growth and diversification● Pro-forma forecasting● Transactional accounting● Valuation, succession and

feasibility requirements● Personal and corporate tax

planning

● Tax planning and strategyformulation

● Financial planning and assetmanagement

● Succession and estate planning● Business valuation and exit● Structured transition to

management

Once goals are realized it’stime to find the next

opportunity. Pinning downan exit strategy can be justas difficult as getting the

business started.

BUSINESS LIFE CYCLE

● Business planning● Process re-engineering● Strategy advisory●Operations advisory

MANAGEMENT

OUR BUSINESS ADVISORY SERVICES

Clie

ntN

eeds

Man

agem

ent

Focu

s

BUSINESSSTART-UPS

EXIT AND BUSINESSSUCCESSION

EMPIREBUILDERS

OWNER MANAGEDGROWTH

BUSINESS LIFE CYCLE

Page 4: Advisory_Services

62 Frood Rd. - Suite 301Sudbury, ONP3C 4Z3

30 McCulloch DriveEspanola, ONP5E 1J1

1.855.363.3526

[email protected]