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CONTACT US
To see what we can
do together contact:

Paul Girolametto
T 416 496 1051 x254
Email Paul »

Jeff Carbell
T 416 496 1051 x231
Email Jeff »


Advisory Capabilities

At Cunningham our experienced team can assist you in analyzing these business related issues, and provide answers that can help you succeed.

Our advisory services include:


Succession planning. We assist the business owner in evaluating the current situation and provide proactive workable suggestions to assist in a succession plan. We involve our tax team in the process to ensure that the plan not only makes economic sense but is tax efficient as well.



Valuation services. We have the expertise to assist in valuing your business. As well, we have extensive experience in valuing businesses in industries such as healthcare, retail pharmacy, automobile dealerships, real estate and manufacturing, to name a few.



Assistance with obtaining financing. We assist our clients by preparing cash flows, financial forecasts, projections and other financing models requested by the bank or other financial institutions and by introducing them to key contacts at the major financial institutions, the Business Development Bank and secondary lenders.



Remuneration strategies. Our team of tax advisors will review an owner's remuneration to determine the most tax efficient manner in which to withdraw funds from the business. Often this will entail looking at a myriad of compensation options, including: salary, bonus, dividends, profit sharing plans, stock options, individual pension plans and retirement compensation arrangements.



Compliance audits. We can conduct audits to ensure compliance with company policies or legislative acts or governing bodies.



Internal control reviews. We help management mitigate and minimize exposure to employee theft or unauthorized company transactions by reviewing internal controls and ensuring there are proper procedures and segregation of duties in place where required.