A Growing Business

You have had your fair share of bumps and bruises; and yet you continue to push forward to take on your next business challenge. These challenges can be diverse, and you are wondering whether you have the right multi-disciplinary CPA, CA firm by your side. You deserve a pro-active mid-market CPA firm that understands what it has taken you- the small business owner- to get your business where it is today and the wider trends occurring in your industry. We have helped many businesses achieve long term profitability and exceed their growth goals. We can optimize your business results and make your operations cost effective.

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How We Can Help You

  • Advice on expansion or acquiring a business.
  • Offering investing advice on acquiring or divesting a business unit.
  • Business and tax advisory for international expansion, including cross-border tax planning.
  • Compensation strategies and implementation for key personnel.
  • Exit planning — whether you would like to sell your business to a third party, pass it down to the next generation, or retire, there is ultimately an exit plan for your business. We will work with you to come up with a plan that maximizes financial flexibility.
  • Provide users of your financial statement with useful and reliable information to make critical decisions that ensures the financial wealth and security of your company.

How We Have Helped Growing Businesses

Strategic Restructure for Business Sale

  1. Problem: A sole proprietor wanted to sell their business but risked a high tax liability without proper structuring.
  2. Solution: We facilitated a strategic rollover to a corporation, created a trust structure, and implemented tax-efficient planning to maximize the capital gains exemption.
  3. Impact: The client significantly reduced their tax burden on the sale, optimizing wealth preservation.

Review Engagement Securing Financing

  1. Problem: A growing business needed financing for expansion but struggled to secure adequate funding due to insufficient financial transparency.
  2. Solution: We conducted a review engagement, strengthening financial credibility and presenting clear financial statements to lenders.
  3. Impact: Due to engaging us, the financial institution provided half of their financing upfront, accelerating expansion plans and improving cash flow management.

The Bateman MacKay ADVANTAGE

Meet the Team About Us

4000+

Organizations Served

47

Industry Experts

100%

In-House Capabilities

How We Are Different

Listen to our Partners explain what makes Bateman MacKay unique.

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

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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