Defining Goals

Do I have a succession plan in place, especially if the company is a family owned business?

Will there be significant income tax issues facing the company and/or the shareholders if the business is sold?

Will the corporation's shares qualify for the $750,000 capital gains exemption if sold?

What will happen if one of the key shareholders or employees die? Will the business continue?

Do I have the right people on the "team bus"? Do I need to hire a controller or Chief Financial Officer?

My sales are continuing to increase so why is our profit staying the same or in some cases decreasing?

I am worried that there may be some employee theft present. Do I have adequate controls in place to reasonably or sufficiently prevent some of this exposure?

What is the right mix of owner remuneration (i.e. salary vs. dividends) for my business?

Does it make sense to go it alone or merge with a competitor? If I acquire another company asset do I have sufficient cash flow to service the debt? And where do I go for financing - my existing bank or another source?

What form of communication do I require for my financial statements - Notice to Reader, Review Engagement or Audit Report?

What is my business worth?