How We Can Help You

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  • Advice on expansion or acquiring a business.
  • Advice on investing in or divesting of a business unit.
  • Business and tax advisory for international and/or cross-border expansion.
  • Compensation strategies and implementation for key personnel.
  • Exit planning — whether you would like to sell your business to a third party, pass it down to the next generation, or retire, there is ultimately an exit plan for your business. We will work with you to come up with a plan that maximizes financial flexibility.
  • Provide users of your financial statement with useful and reliable information to make critical decisions that ensures the financial wealth and security of your company.
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How We Have Helped Mature and Stable Businesses

Corporate Restructuring to Save $2 Million in Taxes

  1. Problem: A mature business was preparing for a sale but had an inefficient corporate structure that would result in a significant tax liability.
  2. Solution: We restructured the corporation, optimizing the transaction to reduce taxable gains and leverage available deductions.
  3. 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

  1. Problem: A large business sought major financing but required audited financial statements to meet lender requirements.
  2. Solution: We performed a thorough audit, ensuring financial statements met the highest standards of accuracy and transparency.
  3. Impact: The client successfully secured $50 million in financing, allowing for significant expansion and long-term stability.

The Bateman MacKay ADVANTAGE

Meet the Team About Us

200+

Audits Completed

47

Industry Experts

100%

In-House Capabilities

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How We Are Different

Listen to our Partners explain what makes Bateman MacKay unique.

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