Services
Strategy - Management - Finance - Accounting - Tax
All services include a free consultation or we call it the "coffee shop talk”, where we can discuss your goals and how we can get you there.
Strategy
Inclusive of:
Let’s face it—if you’re at the helm of an organization there are some pretty huge challenges in front of you. Such as the twin imperatives of making a profit and doing good. What the company of the future really looks like. Or how to get from staying afloat to genuine growth.
Fear of the unknown can be paralyzing. And sometimes it’s easier to keep on keeping on, than take a leap in the dark. That’s why we’re here. We love getting to work on the most difficult questions, probing the real issues, and finding what matters most. Anyone can start a tough conversation. But we’ll take it further by helping find a way forward, giving you practical ways to make a start and be the difference.
How we can help with strategy
Business case, Business plan, financial forecasting, pro forma statements, project assessments, innovation contributions and more…..what do you need?
We’re the people to talk to about whatever’s making you most nervous for the future of your organization. The biggest, most critical items on the C-suite agenda. The things that don’t seem to have an obvious answer.
What we’re skilled at is getting to the heart of your operation, helping you focus on what will make the most difference, and how to make it happen.
We also help anticipate, identify, and shape the major themes coming down the line, whatever industry you’re in. Like how the platform economy will change how we do business. The constant challenge of balancing shareholder and stakeholder interests. Whether it’s possible to hit all your targets and be a positive force in society at the same time. And the changing nature of change itself.
As life speeds up, there’s really no time to hang around. And with change the new norm, it’s time to ditch the things that hold you back. What we’re talking about is getting to decisions and actions faster. Frankly, it means getting real about agile.
We’re here to challenge you, in a positive way. So we’ll ask difficult questions and then help come up with the answers. We’re interested in creating productive dialogue and new ideas, meaning your team can agree on pragmatic plans. And we’ll give you the tools to help you on your way.
We stand out because we turn big conversations into practical action.
Let’s talk.
Managment
Inclusive of:
How much better, faster or smarter could you do what you do? What keeps you awake at night? What have you wanted to get to but just can’t find the bandwidth? Let us fill that void...
Valorem Strategic helps you re-imagine your operations in the most efficient and effective way to align your objectives with your results. We remove the barriers keeping your organization from growing. We bring C-suite resources to the small to medium size organizaitons that most companies just don’t have the budget for on a permanent basis. We augment your team to develop the tools, processes, procedures, and resources needed to elevate your business to its highest potential.
Our management consulting services focus on your business’ most critical issues and opportunities across a broad range of areas, such as: strategy, marketing, human resources, operations, technology, transformation, and innovation. We bring deep, technical and functional expertise, and we are known for our holistic perspective: we maximize value across and between the sections of any organization.
We have a wide range of experience in modern systems development and implementation methodologies. Our approach emphasizes practical steps, client involvement / self-sufficiency, results-orientation and risk management. We are proud of our reputation for completing projects on time and within budget.
Finance
Inclusive of:
Our strategy is simple but effective. We work with our clients to address their funding needs by developing strong financial analysis, designing a comprehensive investment strategy and engaging investment proposition, working with them to determine relevant investors and executing successful funding campaigns.
Following the financial difficulties in recent years, there is a general perception that there is less finance available or that traditional lenders are less willing to provide it. This has been particularly noticeable for companies involved in low leverage assets industries, where access to debt finance has traditionally only been available for a company with assets in production (a situation made more difficult now), with a noticeable bottleneck for early stage companies looking for much needed finance to develop viable concepts and projects.
We professionally guide our clients through the whole process of identifying the most appropriate form of finance, producing the right package of information, through to investigating sourcing the finance and negotiating the terms.
We will work right across the spectrum of debt and equity providers to support transactions including acquisitions, management buy-outs, asset purchases, working capital, restructurings, crowdfunding equity and trade finance.
Subject to the type of transaction, our work can incorporate:
- Assessing past, current and future financial performance
- Investment / Divestment targeting and appraisal
- Developing business plans
- Financial modelling
- Working capital
- Risk management
- Due diligence
- Raising finance
Accounting
Inclusive of:
Most small – medium size companies use Quickbooks / Sage 50 or other small-business accounting systems and tools. There hasn’t been an urgent need to invest in anything more complex or robust, which we completely understand. However, having an “OK” finance and accounting structure is like trying to drive a car without a speedometer or a gas gauge - you have no idea how fast or slow you’re going, or if you’re going to run out of gas. If you want to go faster and farther, you need your finance function to deliver you the data needed to make decisions to get there.
As Warren Buffet says, “Accounting is the language of business.” Many business owners don’t understand accounting or know their own financials. It’s pretty hard to know if what you’re doing each day is generating results if you can’t read your own financial data.
Similarly, many businesses don’t compile a company-wide budget or forecast how they think the year will end financially. A budget and forecast isn’t just about controlling spending, it’s about setting the growth and achievement goals you have for everyone in the company. It’s a far more strategic tool than most owners realize.
It’s daunting to think about doing all of these things if you’ve never done before. Don’t worry - we’re here to help. Our team can help you implement a world-class finance function, even on Quickbooks.
Tax
Inclusive of:
Tax Advice and Planning
Tax advice and planning is the art of arranging your personal or business affairs in ways that postpone or avoid taxes. By employing effective tax advice and planning strategies, you can have more money to save and invest or more money to spend. Or both. Your choice.
Put another way, tax advice and planning means deferring and flat out avoiding taxes by taking advantage of beneficial tax-law provisions, increasing and accelerating tax deductions and tax credits, and generally making maximum use of all applicable breaks available under the Canadian Income Tax Act.
While Canadian federal income tax rules are now more complicated than ever, the benefits of good tax advice and planning are arguably more valuable than ever before. Of course, you should not change your financial behavior solely to avoid taxes. Truly effective tax advice and planning strategies are those that permit you to do what you want while reducing tax bills along the way.
Corporate Income Tax Services in Canada
Valorem Strategic is a full-service Corporate Tax Service provider. We provide tax services to businesses of all sizes. Whether you are a home-based small business in Alberta, a corporation operational in different provinces of Canada or a Corporation having a presence in different countries, notably offshore structures; we can help you ensure compliance with tax laws.
Individual Income Tax Services
We provide personal tax services in Canada for simple to complex tax situations.
Valorem Strategic provides a comprehensive range of personal tax services. No matter how simple or complex your tax situation is, we are ready to handle it!
