1. ADVISORY SERVICES

2. CONFIDENCE FOR INSPIRED GROWTH.
ACCOUNTING ASSURANCE ADVISORY TAX
Globalization continues to challenge small businesses,
opening up economies and changing market conditions
everywhere. New business opportunities and threats arise
invariably, competitors threaten profitability, and
consumer needs evolve faster than ever before.
This change puts pressure on the management teams of
organizations, and encourages them to adapt and evolve
accordingly.
FCR’s business advisory team works with decision makers
to optimize internal operations, structuring them to adapt
to the challenges of external environments so that
entrepreneurs can thrive in uncertainty.
Whether management is looking to expand operations,
concerned about the effects of regulation, unsure of the
economic landscape, or looking to gain access to capital
- FCR has expert staff on hand to provide the appropriate
solution through our business advisory services.
Together, our teams can collect and sift through the most
accurate information, using the organization’s
understanding of the business and our knowledge of
financial information to develop an organic business
strategy.
Our teams work with business owners to mitigate the
challenges presented in:
BUILDING A FOUNDATION FOR SUCCESS. ONE BRICK AT A TIME.
BUSINESS ADVISORY SERVICES
Taxation
Business
Decision
Making
Transaction
Accounting
Accounting
Systems
Resource
Management
Cash
Management
Mitigate
Risk In
Business advisory services are all about realizing the potential of your organizational objectives, often by laying or
supplementing the foundation of a corporate strategy. In the complex and ever changing commercial environment, a
team of business advisory professionals serve to act as an extension to the existing management team, adding credibility
to the corporate deliverables. Working together, your team aims to instill confidence in the decision making processes.
Properly implemented, these teams compliment each other - capitalizing on management’s detailed understanding of
the organization and the advisory team’s financial acumen. Together, these internal and external parties seek to attain
the entrepreneurial balance of risk mitigation and the achievement of financial success.

3. WWW.FCRCA.COM
ADVISORY SERVICES
After decades of change and growth, the owner managed businesses in Northern Ontario continue to serve as a
catalyst of local economic development. With the niche offerings of many competing organizations, the industry
has become highly segmented, making innovation, experience, and strategic planning integral success factors.
Freelandt Caldwell Reilly offers advisory services in several service categories:
OUR ADVISORY PROCESS
While many organizations face problems that are similar in nature, every challenge is specific to the business and
its industry. As a result, it is important to have an advisory process that addresses the unique needs of every
business advisory engagement.
Our process, as outlined, works to identify underlying issues on an individual basis. Our professionals work with
management to identify and implement a goal oriented solution to align your expectations with results.
Every organization requires advisory services that are relevant to its current business needs because the services
required when the venture enters the market are going to differ significantly from when the owner is ready to
sell. At Freelandt Caldwell Reilly, entrepreneurs can explore how our teams add value at every milestone.
● Asset allocation
● Wealth transfers
● Succession planning
● Personal tax planning
● Successor mentorship
EXECUTIVE
● M&A advisory
● Structuring capital
● Purchases and divestures
● Transition tax advisory
● Business valuation
TRANSACTION
● Identify enterprise risk
● Risk management
●Risk mitigation
RISK
Understand Gather Assess Develop Process Present Implement
The issues, needs,
priorities and
goals.
Accounting
and other
information.
The unique
client needs
and situation.
A tailored
goal oriented
strategy.
All of the data
gathered and
assess.
Alternatives
and discuss
strategy.
The selected
course of
action.
Monitor
The
implemented
Action.
Maximize the value or your venture
through five service categories:
Entrepreneurs require advisory
on the upstart of the business.
They are looking to develop the
ideal business structure,
assemble the right team and
gain market acceptance.
An inspired vision has grown
the business and most
concerns are related to day
to day operations. Growth
strategies shift to acquisition
and/or diversification.
Cash management, efficient
operations, and tax
minimization become integral
tools to success for
organizations with aspirations
to grow.
● Business ownership structure
● Articles of incorporation
● Securing start-up capital
● Introduction to banks
● Establish accounting
procedures
● Operations, bookkeeping and
financial advisory
● Cash flow projections
● Business planning
● Financial statement analysis
● Tax planning and minimization
● Payroll and payment methods
● Projections and forecasting
● Cash flow and budget
management
● Facilitate remittance and
recovery of all tax obligations
● Financial analysis/strategic
planning
● Audit and review services
● Growth and diversification
● Pro-forma forecasting
● Transactional accounting
● Valuation, succession and
feasibility requirements
● Personal and corporate tax
planning
● Tax planning and strategy
formulation
● Financial planning and asset
management
● Succession and estate planning
● Business valuation and exit
● Structured transition to
management
Once goals are realized it’s
time to find the next
opportunity. Pinning down
an exit strategy can be just
as difficult as getting the
business started.
BUSINESS LIFE CYCLE
● Business planning
● Process re-engineering
● Strategy advisory
● Operations advisory
MANAGEMENT
OUR BUSINESS ADVISORY SERVICES
Client
Needs
Management
Focus
BUSINESS
START-UPS
EXIT AND BUSINESS
SUCCESSION
EMPIRE
BUILDERS
OWNER MANAGED
GROWTH
BUSINESS LIFE CYCLE

4. 62 Frood Rd. - Suite 301
Sudbury, ON
P3C 4Z3
30 McCulloch Drive
Espanola, ON
P5E 1J1
1.855.363.3526
fcr@fcrca.com
www.fcrca.com