Strategic Advisory

Given our background in finance and across diverse companies, organizations often ask us to provide advisory services to help address specific challenges. On occasion, we have fulfilled executive-for-hire roles.

The types of engagements we’ve done in the past include:

  • Strategic planning and industry analysis
  • Financial modelling and business plan development
  • Facilitating merger integration of three organizations into one including policy development
  • Communications consulting
  • Financing strategy
  • Pension plan advisory
Blair and Jen

Over the years, we’ve worked with many different companies.

Strategic Engagements

Helping turn around a food processing company
Helping organizations through a merger process to develop and harmonize policies and procedures

Financial Modelling

Creating robust financial projections of various client business models to facilitate strategic planning and financing arrangements

Finance Transformation

Established methodology for assessing the capabilities of finance teams
Developing a plan to elevate the integrity of financial reporting and the contribution of the finance function across the organization

Business Planning

Guiding new business owners through the start up phase of operations
Helping new business owners set up their business to grow


Trained experts at guiding executive teams and boards through discussions to reach consensus on important matters

Business Communication

Specialists in developing communications for important stakeholders including investor relations and stakeholder engagement

If you have a specific challenge confronting your organization that you’d like to discuss.
We are happy to answer all your questions!