BUSINESS ADVISORY & STRUCTURING
Put financial clarity behind your next business decision.
Whether you’re planning a new venture, considering a business change, or evaluating an opportunity, KKL CPA offers advisory support to help you examine the financial questions and consider your next steps.
WHAT’S NEXT FOR YOUR BUSINESS?
Start with the decision in front of you.
You don’t need a finished plan to begin a conversation. Tell us what you’re considering, what you want to understand, and when you need to decide.
Starting a business
You want to examine financial questions and discuss the structure of your proposed venture.
Changing your structure
You want to discuss how a proposed ownership or organizational change connects with accounting and tax considerations.
Planning for growth
You’re considering a new direction and want to understand the assumptions behind your plan.
Evaluating an opportunity
You need help defining the financial review or analysis appropriate to a potential transaction.
HOW WE CAN HELP
Focus the work on the questions you need answered.
KKL offers business planning, financial projections, structuring, and due diligence services. We’ll discuss your circumstances and define the proposed work around your needs.
A
Business and strategic planning
Examine the financial questions behind your business priorities and proposed direction.
B
Financial projections
Develop projections based on agreed assumptions and explore how changes may affect the outlook.
C
Corporate and partnership structuring
Discuss accounting and tax considerations connected with your proposed business structure.
D
Due diligence
Define a financial review of an opportunity, including the information available and the questions to investigate.
UNDERSTAND THE ASSUMPTIONS
Explore what could change before you commit.
A projection provides a way to examine a plan using stated assumptions. Discuss the factors you want to explore and how different scenarios could affect your decision.
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Establish the starting point
Identify the financial information and business context available for the analysis.
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Make assumptions visible
Clarify the expectations used in the projection and where uncertainty remains.
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Compare relevant scenarios
Explore how selected changes could affect the projected outcome.
PREPARING FOR THE CONVERSATION
Bring your question, your context, and your timing.
You don’t need to arrive with every answer. A short explanation of your business and the decision ahead helps establish the appropriate next step.
01
Your business overview
Describe what your business does and its current circumstances.
02
The decision ahead
Explain what you’re considering and what you want the work to help clarify.
03
Available information
Identify existing financial reports, plans, projections, or transaction documents.
04
Relevant timing and people
Note important dates and other advisers involved in the decision.
WORKING WITH KKL
Turn a business question into a focused piece of work.
We begin by understanding the decision you face, then agree on the analysis, responsibilities, and deliverables appropriate to the engagement.
A
Understand the decision
Discuss your priorities, circumstances, questions, and timeline.
B
Define the engagement
Agree on scope, fees, responsibilities, information requirements, and deliverables.
C
Complete the agreed analysis
Review the relevant information and address questions within the defined scope.
D
Discuss findings and next steps
Review the analysis, assumptions, limitations, and matters requiring further attention.
THE PEOPLE BEHIND YOUR SUPPORT
Work with people who take time
to understand your business.
Get to know KKL’s professionals, their backgrounds, and their areas of focus. Tell us about the decision ahead so we can discuss whether the firm’s experience fits your needs.
OUR LOCATIONS
Connect with us in Burnaby or Delta.
Find office details, plan your visit, or contact the KKL team to discuss your needs.
Burnaby office
Connect with our Burnaby office for accounting, tax, and business advisory inquiries.
Suite 370, 9940 Lougheed Highway
Burnaby, BC V3J 1N3
(604) 497-0105
Delta office
Contact our Delta office to discuss your accounting needs and arrange your next step.