QUALITY ADVICE WHEN YOU MOST NEED IT
Advisory for Small and Medium Enterprises (SMEs), including privately held companies, family businesses, entrepreneurs, start-ups, and not for profits.
We assist our clients with their most pressing business concerns and act as their trusted advisors by supporting long-term sustainable growth and performance goals.
We work alongside management to understand each client’s specific needs and provide tailored solutions, including financial advisory, operations optimization, or board and executive support.
Are you looking to elevate your business?
You may be looking to buy a competitor or go into a new line of business. You may be looking into selling a portion of your business or attracting new investors. Perhaps your bottom line has changed, and you can’t explain why.
We will comprehensively assess each client's situation to ensure a tailored strategic plan is developed that meets the client's requirements and growth objectives.
How Can We Help?
SERVICES
Strategy & Business Plan Development
We help our clients optimize their business strategy through financial and strategic evaluations. We identify opportunities to improve profitability and operations with specific action steps, including assessing the economic feasibility of products, departments, cost structure, and proposed investments.
Corporate Governance Services
We guide our clients as they grow from small to medium to large, and as their compliance requirements evolve concerning oversight and regulation. We will guide them on adapting to these changes concerning management oversight and financial requirements dealing with regulators and creditors.
Mergers & Acquisitions Support
We perform financial due diligence by looking at the financial health of a target company in a buy-side transaction. We also assess the target company's business viability, including operations, future earnings, and products & services. In addition, we help clients sell their business or divisions of their business by preparing them for acquisition as sell-side advisors.
CFO & Finance Function Support
We help our clients, particularly small businesses, by acting as the CFO's right-hand support. At times the finance department can be stretched thin with day-to-day responsibilities at the expense of long-term finance department objectives. We can offer assistance to bolster existing expertise to support the finance department and the CFO's longer-term goals.
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Corporate Risk Management
We help our clients identify, document and manage business risks. Every business faces some form of risk. Effectively managing these risks is critical to the success of the business. We also assess the adequacy of the risk-mitigating procedures and controls.
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Project Management
We help our clients manage their internal projects to improve growth and profitability. Quite often, businesses embark on initiatives to grow or improve existing operations. These projects can be both in-house or through external consultants. We can oversee every step of the project: planning, sourcing skills, defining timelines, cost estimation, and success measurement metrics.
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Track record experience you can count on.
Lakeshore’s founding members have over 45 years of collective experience. They have held senior leadership and client delivery positions in Canada and the Middle East at PricewaterhouseCoopers (PwC), one of the largest professional services firm globally. Lakeshore has also established cooperative affiliations to execute projects jointly with other consulting experts specialized in specific sectors, including oil & gas, mining, and financial services.