who we are

Experience Counts

We know the difficulties entrepreneurs face with raising capital for their businesses because we have been there ourselves. Take advantage of our experience and lessons learned so that you don’t have to repeat the same mistakes. From creating dynamic business plans to structuring your capital raise, we can help. If you want to raise capital but you don’t want to go public, there are many options available to you in the Exempt Market but you must make sure that you comply with securities regulations. We keep abreast of current trends in both what is happening in the marketplace as well as the regulatory environment.

what do we offer

M&A Advisory and fractional CFO services to startups

We provide a full range of sell-side advisory services and have extensive experience working with entrepreneurs.  This includes ideation for defining your business model, setting up your corporate systems at inception, preparing financial models/proformas for your business, preparing business cases for alternate paths all the way to preparing teasers and pitch decks for investors. As a fractional CFO on your startup team, we will ensure your financial and banking systems are in place and right-sized for your stage of growth.

where to find us

Based in Calgary, Canada but international in scope

With online tools and the mass adoption of video conferencing, we are able to provide services anywhere.  We can also travel to your site for face-to-face meetings and to host intense working group sessions to accelerate your business.

We would love to hear from you!

If you are frustrated or overwhelmed with the amount of work it takes to launch your business, let us help lighten your load.  We’d love to discuss your concepts and ideas and see if there is a fit for our services.