- Management Consulting
- Financial Advisory
- Business Valuation
- Personal Financial Planning
- Succession Planning
- Operational Auditing
- Personal Information Protection and Electronic Document Act Consulting
- Privacy Act Consulting
Financial Advisory Services
PKBW GROUP has extensive experience in assisting businesses to prepare business plans for start-ups; expansions of existing operations; purchase of business, existing or new franchises using bank financing and government grants.
We will help you consider the choice of lender most suitable for your needs, type of financing, amount required and if more equity is required, the sources and risks in acquiring equity.
We will assist you in drafting shareholder agreements which protect your family and business from the death, disability, bankruptcy, retirement of other shareholders or yourself.
Business Valuation Services
PKBW GROUP provides valuation of business interests for tax purposes in determining capital gains and for determining values in purchase and sale of businesses or business interests.
Valuation of business assets is often required for settlement of disputes resulting from the absence of shareholder agreements or as a result of formula set out in shareholder agreements; for matrimonial disputes resulting from separation and divorce; for expropriation, insurance and other damage claims.
Personal Financial Planning
PKBW GROUP offers a full range of personal financial services for clients including Personal Financial Plans, Estate Plans, utilization of RRSP’s, RRIF’s, Debt Management and Budgeting. We also assist our clients in eliminating exposure to personal assets from business related debts.
A proper Financial Plan can provide improved security for the family including meeting the costs of educating your children, early retirement and reduced risk creditors.