Where to find financial consulting services for business?

workers talking

Consulting services for companies of any kind are an important part of their development and long-term projections. Broadly speaking, the purpose of hiring a financial advisor is to make all the processes within the company more effective, both at the administrative and financial levels. 

To begin with, some of the characteristics that a company needs to be competitive today include knowledge and techniques regarding the management of human capital, the work environment, the implementation of practices that increase efficiency and productivity and, of course, the organization and regulation of assets. 

All these details can be analyzed and restructured through different consulting services. Broadly speaking, in addition to counselling regarding any aspect of business development, you can request 3 types of reports:

  1. Calculation valuation report

  2. Estimation valuation report

  3. Comprehensive valuation report

If you want to know what kind of data is delivered in each one, we suggest our article: Which independent valuation report to choose?

However, the most important thing to keep in mind when looking for consulting services is that they must be professionally trained under the standards of the Institute of Chartered Business Valuators and other prestigious institutions such as the CFA or the CPA. 

These entities certify the high quality of CBVs or Chartered Business Valuators. The Zen Valuations team, for example, has the highest qualification in this regard and also has extensive experience in the field of strategic planning for small and large companies. 

In order to provide the best results, a CBV must have at least 1500 hours of training.

What do consulting services cover?

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There are different specialties in which a business consultant can support the management team of a business. By working hand in hand with a business consultant from our team, you will receive help in processes such as:

  • Business valuation

  • Business performance monitoring

  • Inventory structuring

  • Budget generation

  • Attraction of investors (creation of a pitch deck or pitchbook) 

  • Market research

  • Evaluation of assets and liabilities

  • Development and review of corporate policies

  • Construction of the teaser

All these details are important to make the business concept more solid. In many cases, even if a company's leadership team has the best training, it is necessary to receive feedback from an external perspective. 

This will help to clarify many things and may even be the first step to renew the company's direction in a positive way and further boost positioning within a specific industry. 

In addition, consulting services are also an effective solution to save time in many of the internal processes, since all these tasks require a significant dedication of hours. So having a person dedicated exclusively to these tasks will be an advantage.

Another great advantage of consulting services is that they will help you set realistic goals, design and propose plans and dynamics according to the specificities of your business. Even if you have many ambitions, it is important that everything you do is based on the financial reality of your company. 

Thus, it will be less likely that there will be disappointments and losses when undertaking any type of management. That is to say, together with a financial advisor, a plan of action will be established according to the type of functions performed within the company, the number of employees you have, your growth goals and the availability of budget. 

Where to hire consulting services?

workers talking

Of course, to receive the best consulting services you can approach certified training institutions in Canada and ask for a directory of people engaged in this type of work.

But another short answer and our recommendation are to approach Zen Valuations and leave the job in our hands. 

Why? Well, besides the fact that we guarantee that the consulting services will be totally serious and will be offered by certified CBVs, you should try to have the best possible facilities and count on professionals who will be in charge of carrying out totally customized processes that really cover the particular needs of your business. 

That's what our team does; we give you a consulting service:

Simple. Approachable. Accessible.

Our priority is customer satisfaction and peace of mind. We know that in recent years the operation of many processes has been transformed. Conducting online counselling sessions is one of the facilities we have at your disposal. 

In fact, our company is a leader in online financial advisory services in Canada. We are the first online transactional platform in Montreal. However, we operate anywhere in the country and even beyond. 

Don't have a fixed location? A phone call from wherever you are is all it takes. You will not have to invest work time or personal time in traveling to a physical office. 

If you have any other questions regarding our consulting services, do not hesitate to contact us. Undoubtedly, this will be a great benefit for your business, don't miss it!

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