Client Services
Banking & Fintech
Credit Risk Management (CRM)
Enterprise Risk Management (ERM)
Loan Loss Provisioning - IFRS 9
ICAAP
Operational Risk Management (ORM)
OSFI Relationships
Regulatory Capital Reporting
Treasury Reporting
Regulatory compliance, including AML, FINTRAC, KYC, training programs and effectiveness reviews
Strategy and People
Change Management Implementation
Compensation Structures, including Employee Stock Option Plans (ESOPs)
Creating a High-Performing Culture
Strategic Sessions for Leaders (Setting Strategic Goals)
Implementation of Strategic Management Tools
Leadership Talks on Strategy or Performance (Successful Business Owners, Olympians, etc.)
Project Management
High Growth Start-Ups
Corporate structure and set-up, including legal, tax, and ESOPs
Initial system implementations
Product and tech recruitment
Establishing an entrepreneurial culture
Fundraising advisory services (both equity and debt)
Founder(s) coaching and mentoring
Mergers & Acquisitions
Project manage the buy-side and sell-side process
Target pipeline - Assist in developing a list of companies to acquire for the buy-side deals
Develop financial models for internal valuations
Preparation of the teaser for the sell-side
Deal flow process/structure preparation
Confidential Information Memorandum preparation
Facilitate and coordinate dry-runs on management meetings for sell-side transactions
Lead the due diligence process for both buy- and sell-side deals
Develop and maintain the data room as part of the due diligence process
Assist in the closing of the transaction
Develop post-close integration action plans
Financial & Accounting
Fractional CFOs, Controllers and Bookkeepers
Annual Report Preparation
Cohort Analysis
Disclosure Controls
Financial Planning & Analysis
Financial Statement Preparation
IFRS and ASPE Implementation and Analysis
Forecasting & Budgeting
General Bookkeeping
Internal Audit
Internal Controls (CSOX)
Implementation of General Ledger Systems
IPOs
Payroll
Tax (Corporate and Commodity)