Business Advisory and Consulting Services
Bateman MacKay LLP is a full-service accounting and business advisory firm serving businesses in Toronto, Mississauga, Burlington, and across the Greater Toronto Area. Our business advisory and consulting services guide business owners through every stage of growth by identifying strengths and weaknesses, addressing opportunities, and building a foundation that supports today’s goals while setting targets for future success.
Future-proof your organization with optimal business advice and strategic planning. Our trusted relationships and experienced business advisors play a crucial role in helping you manage growth successfully.
Business Advisory & Consulting Services
Bateman MacKay’s tailored advisory and consulting solutions are designed to optimize your organization’s financial performance. Our business consulting services include:
Business Succession Planning
After years of hard work building your company, ensuring its future requires a well-designed succession plan. Business succession planning is critical for preserving the value of your enterprise and demands a customized, multi-disciplinary approach. Bateman MacKay provides guidance on key components of your 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
Bateman MacKay evaluates your current financial position and prepares detailed financial projections and business plans to guide your decisions. We can also assist in arranging appropriate capital or financing facilities for your business. In addition to forecasting, we provide cash flow budgeting support, an essential aspect of sound financial management to help you avoid short-term cash shortfalls.
Internal Control Review
Our team leverages its extensive experience to assess your business systems and internal controls, ensuring operational efficiency, strengthening compliance, and improving your company’s organizational structure and workflow.
Simplifying Business Decisions with Trusted Business Advisors
Our advisory approach emphasizes proactive strategic planning, strong relationships, and forward-thinking technology. By simplifying complex decisions and providing personalized guidance, we position our clients for sustainable growth and 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
As your partner, Bateman MacKay brings together expertise from across our firm including our Tax Services, Assurance and Accounting, and Mergers & Acquisitions advisory teams to help manage your growth strategically. With trusted relationships and proactive guidance, we position your business for long-term success.
Partner with Bateman MacKay to drive sustainable growth for your company.
200+
Audits Completed
47
Industry Experts
100%
In-House Capabilities
Award Winning CPA Firm
Our major awards from Great Place to Work and Inside Public Accounting feature distinct pillars of our success. Combined, they highlight our ability to create a great place to work and holding ourselves to the highest industry stands while running a successful, growing business.
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
Latest News
Stay Up-to-Date
Stay informed with our in-depth articles, market updates, and practical tips to help you navigate the financial landscape and achieve your business goals.
Client Support
Ontario Interest and Penalty Relief Period Ends October 1, 2025
Written by Richard Rizzo
Frequently Asked Questions
- How long does a business consulting project last?
Consulting projects vary significantly based on the client. It could stretch over years or could only last a few weeks.
- What industries or businesses do you specialize in?
While we service businesses in all industries, we have significant experience in small manufacturing, retail trade, and medical professionals.
- How do you determine the scope of your business consulting project?
The scope is entirely based on the individual client and project.
- Will you sign a non-disclosure agreement?
Yes, we will sign a non-disclosure agreement.
- Why do businesses need business advisory services?
Growing a business comes with challenges. Our business advisory services help owners optimize financial performance, improve decision-making, and plan for long-term success.
- What are internal control reviews, and how do they benefit my business?
An internal control review assesses your business’s financial and operational systems to enhance efficiency, prevent risks, and ensure compliance.
- How can I prepare for a business exit or transition?
We assist with business succession planning, valuations, tax strategies, and financial structuring to ensure a seamless exit and maximize the return on your business investment.
- What is business succession planning, and why is it important?
Business succession planning ensures a smooth transition of ownership while preserving the value of your business. We help with valuation, tax strategies, and estate planning.