What's included in a free initial consultation?
A 45-minute conversation with a senior advisor. We'll ask about your business, financial structure, current challenges, and goals. You'll leave with honest observations and next steps if it makes sense to work together.
How quickly can we schedule a call?
We typically have availability within 2–3 business days. For urgent matters, call us directly and we'll work to accommodate your timeline.
What documents should we prepare?
Helpful but not required: recent financial statements, a summary of your debt obligations, and an overview of your key financial concerns. We can also guide you on what to gather before our call.
Is there any cost for the initial conversation?
No. The initial consultation is free. If we both agree it makes sense to move forward, we'll discuss pricing and engagement terms transparently.
Do you offer services outside of Ontario?
Yes. We work across Canada and serve organizations in every province. Most engagements are conducted virtually with periodic in-person meetings as needed.
How do I know if we're a good fit?
We focus on mid-market and enterprise finance organizations with $20M+ revenue and complex capital structures. If you're struggling with debt efficiency, capital deployment, or liquidity strategy, we're likely a strong fit. Let's talk and find out.