Consulting Services
Finance consulting services to meet your business goals
Today’s business world is increasingly complex and dynamic. In this context, every business can benefit from the support and expertise of a professional corporate finance management consultant.
Complex accounting and reporting are an integral part of various stages of business growth and planning. Searching for financing, drawing up business plans, business valuations, reorganization and restructuring, and forensic accounting all demand the involvement of an experienced business finance consultant.
The Petrie Raymond corporate finance consulting team has the technical knowledge and industry experience to guide and support you in achieving your corporate financial goals.
Professional advice for any business project
Business accounting support
Navigating the world of business can be a real challenge. When you rely on our team, you can count on a quick and accurate assessment of your needs, and customized support at every stage on your path to success.
Corporate finance consulting
Our Montreal accounting firm offers a variety of consulting services designed to help you meet the many challenges your business faces every day.
Business financing services
Expanding your company is an exciting but complex project.
To succeed, you need the right information to make constructive and informed financial decisions.
Whether you need liquidity or are in a growth phase of your development, our Montreal tax accountants can help you make important decisions about financing and capital allocation for your business.
Investment, growth, working capital, and cash position
At Petrie Raymond, our goal is to give you the right support, at the right time.
Our team of experts can draw up your business plan, help you identify your financial requirements and assist you in finding sources of financing, including grants and subsidies.
We offer the following corporate finance services:
- Needs analysis
- Determining business financial structure
- Identifying appropriate lenders and investors
- Access to various financing sources
- Business financial plans and projections
- Help with creating presentations for lenders and investors
- Support for financial negotiations
Business valuation
Many factors can influence the market value of a company. Our valuation experts can identify them and measure their impact.
With our business valuation services, you will obtain the quantitative and qualitative data you need to make strategic business decisions.
We perform realistic and fully documented business valuations, notably in the following business contexts:
- Acquisition, sale, and merger of companies
- Breakdown of acquisition price
- Valuation for tax purposes
- Assessment of options and trademarks
- Valuation in the context of claims for damages
A member of our team will support you every step of the way for business acquisitions or sale of your business.
Turnaround strategies
A business start-up or an established business that is growing fast may not be profitable enough to finance its operations. This is normal.
Our professionals work closely with you to implement effective turnaround strategies. We will show you how to manage the risks, spot the opportunities, and find the right resources.
Petrie Raymond offers a wide variety of business finance services, including:
- Business restructuring and turnaround
- Insolvency
- Problem resolution
- Cost reduction
- Capital reorganization
- Negotiation of more appropriate banking services
- Review of the business plan
- Management guidance during restructuring
Forensic accounting
Are there grey areas in your business finances? Our professionals can intervene in the context of disputes and financial investigations.
At Petrie Raymond, we offer an objective, independent assessment of your situation, as well as all the help you need to quantify and recover any losses suffered.
Petrie Raymond’s professionals can present their findings to the parties in dispute. If a trial cannot be avoided, we can also make court appearances.
Our team offers the following services:
- Assessment of losses suffered following:
- A damaging event
- Misappropriation of funds or assets
- Changes in contractual conditions
- Disagreements among shareholders or partners
- Expropriation
- Expert report
- Expert testimony in court
Trust the Petrie Raymond finance consulting team
We understand that an organization’s success depends on many factors, which are best managed with the support and expertise of an expert business finance consultant.
Our team of CPAs has the diverse technical skills and experience necessary to provide you with relevant, sustainable recommendations tailored to your unique corporate situation.
Business finance consultants who put people first
Petrie Raymond has been a proud partner of SMBs, organizations and self-employed workers for over 100 years.
At Petrie Raymond, our teams are committed to one goal: to use their expertise to provide you with customized accounting and taxation services.
Would you like to learn more about our business finance consulting services? Contact us today or fill out this form to speak with one of our consultants.