Planning and Business Advisory Services for Mature & Stable Businesses
It has taken countless sleepless nights and tireless effort to reach your business’s current success. Now, as a well-established mature business, you may find yourself at a crossroads deciding whether to take it to the next level or finally enjoy the rewards of your hard work. Bateman MacKay LLP is a full-service CPA firm that takes the time to understand your unique circumstances. Drawing on our extensive experience, we’ve guided many mature companies through challenges like business succession, ownership transition, and strategic growth planning.
How We Can Help You
- Strategic expansion planning and guidance on business acquisitions (Mergers & Acquisitions advisory).
- Advisory on investing in or divesting business units to optimize your portfolio.
- International tax planning and cross-border business advisory for global expansion.
- Compensation strategy development and implementation to attract and retain key personnel.
- Exit planning services – from third-party sales to family succession or retirement – with customized plans to maximize financial flexibility and wealth preservation.
- Assurance and accounting support to provide reliable financial information, enabling stakeholders to make informed decisions that ensure your company’s financial security.
How We Have Helped Mature and Stable Businesses
Corporate Restructuring Saves $2 Million in Taxes
- Problem: A mature business was preparing for a sale but had an inefficient corporate structure that would result in a significant tax liability.
- Solution: We restructured the corporation, optimizing the transaction to reduce taxable gains and leverage available deductions.
- Impact: The client saved $2 million in taxes, maximizing the net proceeds from the sale and strengthening their financial position.
Audit Securing $50 Million in Financing
- Problem: A large business sought major financing but required audited financial statements to meet lender requirements.
- Solution: We performed a thorough audit, ensuring financial statements met the highest standards of accuracy and transparency.
- Impact: The client successfully secured $50 million in financing, allowing for significant expansion and long-term stability.
200+
Audits Completed
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 business succession planning?
We provide tailored succession planning, ensuring a seamless transition that aligns with your financial goals, whether for retirement, family succession, or sale.
- What support does Bateman MacKay offer for estate planning?
Our team designs custom estate plans, covering aspects like family trusts, shareholder arrangements, and strategies for family-owned business continuity.
- Why is compensation planning for key personnel important?
Strategic compensation attracts and retains top talent, ensuring business stability and continuity, especially in mature businesses.
- How does Bateman MacKay help mature businesses with restructuring?
We advise on restructuring to align with future business objectives, enhancing operational efficiency and strategic fit.
- What are the tax planning benefits for stable businesses?
Our optimized tax planning minimizes liabilities, supporting long-term profitability and smooth exit planning.
- What challenges do mature businesses face?
Even stable businesses encounter growth plateaus, succession planning hurdles, and tax inefficiencies. Our CPA firm helps you navigate these challenges with strategic financial and business advisory solutions.
- How can a CPA firm help my mature business grow?
A CPA accounting firm provides financial strategy, tax optimization, and investment advice to help you expand, acquire businesses, or restructure for efficiency.
- What is the best exit strategy for a stable business?
Whether you plan to sell, transfer ownership, or retire, our exit planning services ensure financial security, tax savings, and a smooth transition.