Business Advisory Services

Talbot & Associates has been providing sound and caring businesses advice for over 25 years.  Our Business Advisory Services team exists to give clients true peace of mind and help them live out their dreams. Be it in times of crisis or during any stage of the company life cycle, we come alongside you and offer you a customized road map to success (and hold your hand in the process).

Services include:

  • Cash flow management
  • Profitability analysis
  • Brand development
  • Assistance with day-to-day operational responsibilities
  • Business valuation
  • Retirement planning
  • Work/life balance improvement

Our Philosophy

Many attain education/experience to master a trade or a skill – but few learn how to run a business and have it be incredibly profitable. Having someone to guide you and keep you accountable can do wonders at improving profits and giving you a better life!  Like learning to ride a bike – our team will help you take the training wheels off and watch you fly.   We’ll meet you where you’re at, inspire pro-activity, nurture independence and teach you the necessary aspects to get you where you need to go.

 

If you identify with any or all of these categories below, then we encourage you to speak with our Business Advisory Services team to explore what we can offer you:

Business Valuation

  • At what price could you sell your business for today?
  • Do you know what would need to happen (or do today) to increase the value of your business?

Day to Day Operations

  • Are you bogged down with your daily responsibilities?
  • Do you find yourself spending too much time on things you dislike?
  • Are you working on the right thing at the right time to improve your business?

Retirement Plan

  • Do you have a succession plan for your business?
  • Do you worry you’ll have enough money to retire when you want to?
  • Do you have written and concise plan to ensure a comfortable and enjoyable retirement?

Work/Life Balance

  • When was the last time you took a vacation?
  • Do you ever take time off from the business?
  • Are you truly happy with your work/life balance?

Cash Flow

  • Do you worry that you have enough cash for your day-to-day operations?
  • Are you tired of struggling to find the cash each month to survive and having to make excuses to your suppliers?
  • Do you wonder where all of your cash went at the end of the year?
  • Do you struggle to pay all your bills (including payroll) at the end of the month?

Profitability

  • Are you wondering what profits should be, given the time and effort you are putting in?
  • Are you selling your products and/or services at the right price?
  • Do you know what you need to do to increase profits in your business?
  • Do you dream of making enough money to afford the finer things in life?
  • Do you wonder how other businesses afford time off, nicer things, travel, and better quality of life?
  • Are you tired of working so hard and have so little at the end of your efforts?

Brand Development

  • Do you have an established brand that reflects your company culture/customer experience?
  • Is your brand being communicated properly in the marketplace?
  • Do you have a good understanding of your target market(s) and how to reach them?

Our Process

Step 1: Diagnosis service

T&A will provide you with a written report addressing all areas of your business requiring attention to help ensure success. This is done with the help our signature “Road to Success” workbook, which will allow you to zone in on the areas that will give you immediate results and the greatest impact.

Step 2: A Plan

We will develop and provide you with a customized T&A Blueprint for your company that includes actionable steps and tools that will address all the areas of concerned raised in the diagnosis.

Along the way: As long as it takes, our team can be your facilitators, advisors, sounding boards and cheerleaders to walk with you through the tough days and celebrate your accomplishments.

Contact T&A’s Business Advisory Services Team:

Brittany Sandberg B. Comm. (Hons.), CPA, CGA

Partner & Performance Advisor

brittany.sandberg@talbotcpa.ca

204.987.4875

St. Boniface Office: 201-160 Provencher Blvd.

Edna Friesen Wiebe B. Comm. (Hons.)

Performance Advisor

edna.friesenwiebe@talbotcpa.ca

204.269.7460

St. Norbert Office: 3553 Pembina Hwy

Jean-Guy Talbot, FCPA, FCGA Founder & CEO

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