Improve your Business
Identify hidden opportunities, from the lens of the experts.
Success is a Moving Target
Running a business can feel like a marathon on treadmill set to max speed. One area can perform exceptionally well while the rest are siphoning your revenues. At the end of the year, you wonder where all your hard work went. Too much work, too few returns.
Get our expert eyes on your business. We’ll look into all the crevices of your operations and find ways to streamline your processes, increase profitability, improve customer service, and enhance brand perception.
Set your business to run like a well-oiled machine.
How we can help you take your business to the next level:
Deep diving on every aspect of your business to identify inefficiencies, and turning these into opportunities for increased profitability
Process optimization, waste reduction, and employee productivity to reduce costs and improve quality
Managing your annual budgets through variance analysis, forecasting, forward looking cash flows, and company performance indicators.
Leverage technology to automate tasks, streamline processes, and improve customer engagement
Identifying the gaps in your sales funnel and ensuring every interaction will generate a positive experience and position your brand as a leader in the industry.
Ensuring there is a plan in place should key roles encounter turnover or for when you decide to exit your business.
Your business improvement team
Douglas Lochhead
B.COMM (HONS.)
CFP, RFC, CIM
President & Senior Financial Advisor at Granite Financial Group
Keith Findlay
FCPA, FCA
Partner at Scarrow & Donald, LLP
Doug Forbes
Partner, Acquisitions and Financing Lawyer at TDS Law
Donovan Fowke
President, Symbicore Inc.
Greg Libbrecht
President, Platinum Business Services Ltd
Steven Beal
MBA, CPA, CGA, CFA, CBV, CBI, M&AMI
Founder of Beal Business Brokers & Advisors
Kelly Faubert
Kelly Faubert is a Senior Account Manager for BDC.
Leo Palay
Tax Lawyer at Thompson Dorfman Sweatman LLP