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Blue Ocean Professional Corporation
CPA, Chartered Professional Accountants Free Consultation
SERVICES · 08

Business Advisory Services

Cash-flow planning, budgets, financing packages for your bank, and structuring as the business grows.

What's included

  • Cash-flow forecasts and budgets
  • Financing packages and projections for your bank
  • Pricing and margin analysis
  • Buying or selling a business
  • Planning for expansion or a new location
  • Regular check-ins on your numbers
IS THIS FOR YOU?

A good fit if…

You're growing and cash feels tight

We show you where the money goes and when.

You're applying for a loan

We prepare what the lender will ask for.

You're buying, selling or expanding

We run the numbers before you commit.

COMMON QUESTIONS

Questions about this service

What does an advisory engagement look like?

It can be a one-off project, like a loan application, or regular check-ins on your numbers. We agree on scope and fees up front.

Can you help me get a business loan?

We prepare the financial statements, projections and summaries lenders usually ask for, so your application is complete.

Is this only for large businesses?

No. It's built for owner-managed businesses.

Let's look at your books.

Mississauga, ON · St. Petersburg, FL · info@blueocean.tax

Free Consultation 416-828-7462