SMALL BUSINESS SERVICES


OUR PLEDGE TO OUR CLIENTS

  • Understanding the needs, wants and goals of our Clients
  • Design a custom-made road map (action plan) for the Client’s endeavour
  • Assist the Client in completion of their tasks (action plan items)
  • Total transparency
  • Our loyalty is to our Clients
  • Providing expert advise (if we don’t know it or can’t do it, we will tell you, and then assist you to commission an expert in the field of interest)
  • We will discuss and disclose our fees, possible third parties’ fee and timeline of each project very much in advance and prior to any commitments being made from either side – transparency is our commitment
  • Informing of any possible conflict of interest, our professional goal is to provide services to our Clients only in any given project
  • We take confidentiality extremely serious – all personal and business information you provide us will always be kept in strict confidence, unless we have your written consent to release all or any part of them to a third party
  • We consider ourselves as our Clients’ business partner, our Client success is our success and pride, we take this very seriously


IN RETURN WE ASK FROM OUR CLIENTS

Mutual loyalty, respect and trust

Disclosure of relevant information to the Client’s endeavour:

A major part of our job is to obtain relevant information, verify the information to the best of our ability, analyse the information and render an informed and educated report/plan. A crucial element of such report/plan is the one that the Client provide us. In effect part of our commitment to you is to process the information, a wrong or incomplete piece of information would cause a non reliable outcome. This is for the sole benefit of our Client, You.


Mutual honest and straightforward conversation:

Communication between a Client and the Consultant is extremely important in the course of achieving our Client’s goal(s).


VENTURE CLASSES

High Tech, Services, Marketing, Food Services, Franchises, Manufacturing, Medical, Para-medical, Government, Property Management, Land Development, Constructions, Import & Distribution, Retails and Education.


CLIENT SERVICES

Business Brokerage (Acquisition / Start up)

  • Consultation prior to commencing the work
  • Market research and analysis
  • Financial Statements analysis
  • Lease Analysis
  • Acquisition of a new or existing business
  • Disposition of an existing business
  • Lease Negotiation
  • Transaction management (from the beginning to the completion)
  • Post Acquisition - Lease (Renewal) Negotiation

Business Consulting

  • Site selection analysis
  • Market (Gap)analysis
  • Financing / Financial Planning
  • Project Management
  • Mentoring
  • Business Plan
  • Risk Analysis
  • Business tax planning
  • Ownership entity
  • Exit Strategy
  • Succession Planning
  • Marketing / Branding
  • Management Training
  • Business Check-up (assist in determining the next stage of the business operation)


Professional Services other than Real Estate related are provided by:

Management & Marketing Consulting: OTB Enterprises Ltd.

Short Term Financing: BC Private Investors

Contracts: LegalShield™