Business Advisory
Building a foundation for success. One brick at a time.
Globalization continues to challenge small businesses, opening up economies and affecting market conditions everywhere. New business opportunities and threats arise invariably, competitors threaten profitability, and consumer needs evolve faster than ever.
This change puts pressure on management, and encourages organizations to adapt and evolve. And amongst all of this complexity are successful entrepreneurs who thrive in the uncertainty.
FCR’s business advisory team works with decision makers to optimize internal operations, structuring them to adapt to the challenges of external environments.
Whether organizations are 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.
Management Advisory
Our management advisory services are about working together with management to build the foundation that gives organizations the best opportunity to succeed.
Business in the twenty-first century is entrenched in a competitive landscape. Faced with growing complexity, business leaders are responsible for the vision of their company, a vision built on a well-thought-out strategic plan.
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—a dynamic plan that is goal oriented.
Our management advisory services allow organizations to plan with confidence by optimizing efficiencies, mitigating risk and leveraging the natural competencies of the business through:
- Business planning
- Business process re-engineering
- Corporate strategy advisory
- Operations advisory
- Financial management advisory
- Cash flow management
Risk Advisory
As regulators continue to tighten the belt on industries, there is ongoing incentive for businesses to express discipline and fiscal responsibility in their reporting.
When it comes to the successful growth of a business, risk is simply another factor that entrepreneurs need to proactively manage. In an environment where risk arises invariably, a well articulated risk management strategy is integral to the protection of a company’s reputation and credibility.
Managing and reviewing risk is the responsibility of the entire organization, and is meant to facilitate the smooth and uninterrupted growth of your venture.
At FCR, our risk advisory teams aim to ensure that clients receive practical solutions to all of their risk related issues. Before we explore solutions, we work with management teams to discover:
- Where risks for organizations exist and where they may arise
- How they are currently being managed
- If risk management is efficient and whether there are any existing inefficiencies or redundancies
Transaction and Restructuring
In business, growth is important because if an organization isn’t growing it is coasting – a circumstance that does not satisfy a majority of stakeholders.
Business leaders face a variety of challenges every day. But at the forefront of management thought is the continued creation of value.
There are many ways to grow a business. But to create value, organizations require a well-structured, efficiently managed, capital agenda—an agenda that can win in many economic environments.
Our goal is to arm decision makers with up-to-date and accurate information that enables management to make informed decisions regarding the company’s capital structure and transaction requirements in the areas of:
- Merger and acquisition advisory
- Capital structure
- Purchase and divesture
- Transition tax advisory
- Valuation and litigation support
Executive Advisory
For many business owners, the growing complexity of their personal finances is a reflection of their organizations’. As wealth accumulates, so does the need to protect it.
Our FCR executive advisory services aim to align owner aspirations with reality, proactively laying a foundation to grow an all-encompassing financial plan. We work with business owners and their financial advisors to ensure that the most effective and tax efficient strategy for growing and accumulating wealth is in place.
FCR offers executive advisory services in the areas of:
- Asset allocation and financial planning
- Asset and wealth transfers
- Estate and trust and succession planning
- Wealth preservation and management
- Personal tax planning and compliance
- Successor mentorship
Business Valuation and Litigation Support
Realize the value of perseverance.
It is only a matter of time before any business owners asks him/herself exactly what their business is worth.
Whether preparing a succession plan, solving a shareholder dispute, or simply looking to build more value in the company, business valuations provide entrepreneurs with the information they need to make important decisions.
Similar to one’s vehicle or home, a business has a fair market value, a value that an informed investor is willing to pay in an open market.
The caveat is that determining the value that every entrepreneur deserves, is not a simple task. It requires the collection and meticulous inspection of a depth of information at a macro and micro level.
At FCR our Chartered Business Valuators ensure that every business owner receives a fair return for the organization that they have persevered to build.
FCR provides expert business valuation analysis for small and mid-market, owner managed businesses when they seek fair value for:
- Mergers, acquisitions and divestures
- Exit and succession planning
- Assessing economic loss
- Investigative and forensic purposes
- Partner and shareholder disputes
- Divorce and matrimonial disputes
- Value strategy development
- Fairness opinions for debt or equity financing
Business Succession and Transition Planning
As a business owner or entrepreneur you have spent the majority of your working life building your business from the ground up.
A commitment of this nature demands much of an entrepreneur’s time and attention while on many occasions, testing one’s ability to persevere.
As owners get ready to move on to the next stage of their lives, it is important to ensure that the business rewards all of the hard work invested.
Succession planning and preparing a business for sale is not about throwing in the towel. It’s about taking control of a future, realizing a return for hard work, and more importantly; it’s about getting fair value for what has been built.
FCR works with business owners to plan and prepare exits from organizations. Whether the plan is to pass the business to a successor, transfer ownership to management or sell to a third party, our business succession teams will help business owners put the right pieces in place.
Mergers and Acquisitions
Unlocking the potential of growth opportunities.
As a business matures, it needs to grow. So for entrepreneurs with strong core businesses, the inorganic growth achieved through a merger or acquisition is an excellent way to realize the potential of a well balanced corporate strategy.
Mergers and acquisitions services are about more than confidence—they should be about certainty. At FCR, merger and acquisition growth is rooted in due diligence, a process that ensures that the glass slipper not only fits, but is manufactured to stand the test of time.
In a market where sellers demand a return and buyers refuse to overpay, our merger and acquisitions team works with buyers and sellers, to produce uniquely engineered deals that satisfy the requirements of both the acquiring and target organizations.
From opportunity recognition, through due diligence, to the integration of companies, FCR’s role is an all encompassing one. We work with you through the entire merger and acquisition process to ensure the successful integration of one company with another.
Why Merge or Acquire?
- Economies of scale
- Market domination
- Horizontal integration
- Organizational synergy
- Vertical integration
- Tax strategies
- Diversification
- Recruitment
- Build conglomerate
- Risk diversification
