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Business Advisory and Consulting Services

Bateman MacKay’s business planning and advisory services help guide business owners through every stage of growth. Our experienced business advisors identify strengths and weaknesses, address opportunities and work with you to build a foundation that supports today’s business goals and establishes a target for the future.

Future-proof your organization with optimal business advice. Trusted relationships and experienced business advisors play a crucial role in helping manage growth.

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Business Advisory Services

Bateman MacKay’s comprehensive service offerings and tailored solutions are designed to optimize your organization’s financial performance. Our financial advisory services include:

Business Succession Planning

Your business has come a long way. Business succession planning is a critical component of preserving the value of your enterprise. Your exit strategy business plan requires a well-designed, customized, and multi-disciplinary approach. Bateman MacKay will provide advice on critical components of your business exit strategy, including:

  • Succession coaching and communication
  • Business valuation
  • Tax and estate planning
  • Corporate finance
  • Wealth management and financial planning
  • With a personal approach, we work with you to ensure your business succession plan achieves your long-term objectives in a flexible and customized manner.
  • Overcome your business challenges and book a chat with a Bateman MacKay Business Advisor today.

Cash Flow Analysis

We will evaluate your current financial position and assist you in the preparation of financial projections and business plans. We are able to help arrange capital or financing facilities that are appropriate for your business. In addition to forecasting, we can assist in cash flow budgeting, an essential part of sound financial management and a useful management tool to help avoid short-term cash shortfalls.

Internal Control Review

Our team has the experience to assess your business systems and controls to ensure efficiency and help your company accomplish organizational structure and flow.

Simplifying Business Decisions with Trusted Business Advisors

Our focus on high-quality work, relationship building, and the use of secure and forward-thinking technologies are just some of the reasons we are able to proactively advise and position clients for success.

How We Can Serve YOU!

Mature & Stable Business

Well-established companies with a consistent market presence and reliable revenue streams.

  • $10million + in revenue
  • Multiple entity structure
                   

Mature & Stable Businesses

Growing Business

Growing while focusing on increasing market share, scaling operations, and possibly exploring new markets

  • $2-10 million
  • a need for increased infrastructure, workforce expansion
  • managing new product lines or services
                   

Growing Businesses

Small Business

Smaller enterprises, often with a localized market focus and a lean operational model.

  • Less than $2 million
  • a simple organizational structure, with fewer employees and limited requirements.
                   

Startups & Small Businesses

Regulated Professional

Medical professionals, lawyers and others operating in professions governed by regulatory standards and ethical codes.

                   

Accounting for Regulated Professionals

Not Just Advisors, We Are Partners

Future-proof your organization with optimal business advice. Trusted relationships and experienced business advisors play a crucial role in helping manage growth.

Partner with Bateman MacKay to drive long-term growth for your business.

The Bateman MacKay ADVANTAGE

Meet the Team About Us

200+

Audits Completed

47

Industry Experts

100%

In-House Capabilities

Our Services

Bateman MacKay LLP is a full-service accounting firm offering corporate tax planning and compliance, accounting and assurance, and business advisory services, with clients from small businesses to growing and mature enterprises.

With offices in the west Greater Toronto Area, we serve companies across Canada.

Assurance and Accounting

The details of your business matter. As a CPA-led service, Accounting and Assurance allows you to attain clear, impactful financial data, offering fiscal awareness to gain a deeper understanding of your business operations and how to take them to the next level.

Accounting Solutions

Tax Services

Our Tax Consultants create and execute customized tax solutions and corporate tax planning tailored to each client’s unique needs. Let Bateman MacKay provide strategic tax planning, guidance, and mentorship to help you grow, protect, and preserve your business.

Tax Planning & Consulting

Mergers and Acquisitions

Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy.

M&A Advisory Services

Business Advisory and Consulting Services

Our experienced business advisors identify strengths and weaknesses, address opportunities, and work with you to build a foundation that supports today’s business goals and establishes a target for the future.

Business Advisory Services

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