CFO SERVICES

Financial Strategy & Planning

  • Developing financial forecasts and budgets.

  • Evaluating growth opportunities and potential risks.

  • Providing guidance on cash flow management and capital structure.

Investor Relations & Financing

  • Assisting with fundraising efforts and identifying funding sources.

  • Developing investor presentations and financial models.

  • Managing relationships with investors, lenders, and other financial stakeholders.

Financial Reporting & Analysis

  • Analyzing financial performance and identifying trends.

  • Preparing monthly, quarterly, and annual financial reports for stakeholders.

  • Ensuring compliance with accounting standards and regulations.

X-Functional Decision Support

  • Driving data-driven decision-making across the organization.

  • Advising on resource allocation and performance tracking.

  • Collaborating with other departments to ensure alignment of financial goals.

Public Listing Support

  • Regulatory compliance, financial documentation preparation, and liaising with underwriters and legal counsel, to ensure a successful listing on a Canadian stock exchange.

  • Guiding the company through the financial reporting needs of the Initial Public Offering (IPO) process.

Mergers & Acquisitions Support

  • Evaluating potential M&A opportunities and performing due diligence.

  • Coordinating with tax, legal and other M&A advisors.

A clear path towards your most impactful financial goals

A clear path towards your most impactful financial goals