Accounting & Advisory Services for Growing Businesses
You’ve overcome your fair share of challenges and continue pushing forward to take on what’s next. These challenges are diverse, and you may be wondering if you have the right multi-disciplinary CPA, CA firm by your side. You deserve a proactive mid-market CPA firm that understands what it took to get your small business to where it is today, and that stays on top of trends in your industry. We have helped many small businesses achieve long-term profitability and exceed their growth goals through effective business growth strategies. Our team can optimize your results and make your operations more cost-effective.
Business Growth Strategies – How We Can Help
- Advice on business expansion or acquisitions.
- Advice on investing in or divesting a business unit.
- Guidance on international expansion (including cross-border tax planning and business advisory services) to support global growth.
- Compensation strategies for attracting and retaining key personnel, with tailored implementation plans.
- Exit planning, whether you intend to sell to a third party, pass the business to family, or retire, we collaborate with you to design a plan that maximizes financial flexibility and achieves your goals.
- Assurance and accounting support to ensure your financial statements are clear and reliable, providing stakeholders with the information they need to make critical decisions and secure your company’s financial health.
How We Have Helped Growing Businesses
Strategic Restructure for Business Sale
1. Problem: A sole proprietor wanted to sell their business but faced a high tax liability without proper structuring.
2. Solution: We executed a strategic rollover into a corporation, established a trust structure, and implemented tax-efficient planning to maximize the available capital gains exemption.
3. Impact: The client significantly reduced their tax burden from the sale, preserving their wealth and maximizing net proceeds.
Review Engagement Securing Financin
1. Problem: A growing business needed expansion capital but struggled to obtain funding due to insufficient financial transparency.
2. Solution: We conducted a review engagement to strengthen the company’s financial credibility, presenting clear and reliable financial statements to potential lenders.
3. Impact: As a result, the business secured 50% of the required financing upfront, accelerating its expansion plans and improving cash flow management.
4000+
Organizations Served
47
Industry Experts
100%
In-House Capabilities
Award Winning CPA Firm
Our major awards from Great Place to Work and Inside Public Accounting feature distinct pillars of our success. Combined, they highlight our ability to create a great place to work and holding ourselves to the highest industry stands while running a successful, growing business.
How We Are Different
Listen to our Partners explain what makes Bateman MacKay unique.
How We Can Serve YOU!
Mature & Stable Business
Well-established companies with a consistent market presence and reliable revenue streams.
- $10million + in revenue
- Multiple entity structure
Mature & Stable Businesses
Growing Business
Growing while focusing on increasing market share, scaling operations, and possibly exploring new markets
- $2-10 million
- a need for increased infrastructure, workforce expansion
- managing new product lines or services
Growing Businesses
Small Business
Smaller enterprises, often with a localized market focus and a lean operational model.
- Less than $2 million
- a simple organizational structure, with fewer employees and limited requirements.
Startups & Small Businesses
Regulated Professional
Medical professionals, lawyers and others operating in professions governed by regulatory standards and ethical codes.
Accounting for Regulated Professionals
Our Services
Bateman MacKay LLP is a full-service accounting firm offering corporate tax planning and compliance, accounting and assurance, and business advisory services, with clients from small businesses to growing and mature enterprises.
With offices in the west Greater Toronto Area, we serve companies across Canada.
Assurance and Accounting
The details of your business matter. As a CPA-led service, Accounting and Assurance allows you to attain clear, impactful financial data, offering fiscal awareness to gain a deeper understanding of your business operations and how to take them to the next level.
Accounting Solutions
Tax Services
Our Tax Consultants create and execute customized tax solutions and corporate tax planning tailored to each client’s unique needs. Let Bateman MacKay provide strategic tax planning, guidance, and mentorship to help you grow, protect, and preserve your business.
Tax Planning & Consulting
Mergers and Acquisitions
Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy.
M&A Advisory Services
Business Advisory and Consulting Services
Our experienced business advisors identify strengths and weaknesses, address opportunities, and work with you to build a foundation that supports today’s business goals and establishes a target for the future.
Business Advisory Services
Latest News
Stay Up-to-Date
Stay informed with our in-depth articles, market updates, and practical tips to help you navigate the financial landscape and achieve your business goals.
Frequently Asked Questions
- How can Bateman MacKay assist with my business’s expansion or acquisition plans?
We provide strategic investing & business advice on expanding or acquiring business units, focusing on maximizing growth and profitability
- What support does Bateman MacKay offer for international or cross-border tax planning & business expansion?
Our accountant corporate provide tailored business and tax planning strategies for international and cross-border growth, helping navigate complex regulations.
- How does Bateman MacKay approach exit planning for small businesses?
We develop customized exit plans that align with your goals, whether selling, succession, or retirement, ensuring optimal financial flexibility.
- What compensation strategies does Bateman MacKay recommend for key personnel?
We advise on compensation structures that attract and retain top talent, aligning with business goals and long-term success.
- How does Bateman MacKay help enhance the reliability of financial statements?
Our team ensures financial statements are clear and reliable, providing essential data to support critical decision-making and business security.