We love giving advice

Sometimes you just need a little help. Our advisory experts can help you with bigger projects such as developing a financial strategy or buying a business, or smaller projects like selecting an accounting system, financial diagnostic assessments or forecasts. We help you maximize your return on investment and minimize your risk by preparing financial due diligence and analysis, and providing ongoing support and advice.

Every business needs someone to help with the finances, but not every business has access to a team of financial experts. Put us to work in your organization.

Sometimes you just need a little help. Our advisory experts can help you with bigger projects such as developing a financial strategy or buying a business, or smaller projects like selecting an accounting system, financial diagnostic assessments or forecasts.

KLM Advisory - Performance Improvement

Performance Improvement

Finance is what we know best and we want to share our expertise with you so you can improve your organization’s performance. Our team of financial experts will develop a plan based on your organization’s needs, whether it’s a budget or identifying the key performance indicators of your organization we can help.

Financial Diagnostic Assessments

Not every organization has the financial management tools to allow their business to thrive. Our financial management experts can offer you a hands-on assessment of your business’ financial and organizational health.

Forecast and Budget Preparation

If your lenders and investors are asking for your words to be transformed into a financial plan, you need a budget.

$400K

KLM Financial has helped a company go from a $400,000 loss to annual returns of $400,000 in one year.

Our financial advisory experts can help you quickly and easily develop the plan.

Training

Imagine having a financial expert in your office, coaching your staff so your organization can develop more rapidly and produce more satisfying results. Our financial experts can train staff on how to use accounting programs and help business owners improve their own financial management skills.

As a result of our coaching, you and your staff will feel more confident to take action, make better decisions, and more fully utilize your natural strengths.

Mergers, Acquisitions and Disposals

If you’re looking to sell your business or you’re interested in buying another business, our CFOs can help ensure that you maximize your return on investment and minimize your risk.

We help you with the negotiation process, prepare financial due diligence and analysis, and provide post implementation support and advice. We have helped many businesses in the HRM maximize their exit or purchase a new business successfully.

$200K to $40M

The companies we have worked with have sold majority stakes in their company for between $200,000 and $40 million.

KLM Advisory - Operations and Business Management

Operations and Business Management

Accounting system selection and implementation

Just starting a business? Make sure you select the right accounting system from the beginning and that your team is well trained to use it.

Do you need more from your existing accounting system? Are you looking to implement a full ERP solution that integrates the various processes that are essential to running a business?

There’s no denying that implementing ERP or selecting your first accounting system is a major undertaking, but the process doesn’t have to be painful. With proper planning and execution, KLM’s advisors can make implementing an ERP system a smooth process that quickly makes your organization more efficient.

50-80%

KLM increased employee utilization from 50% to 80% at a professional services company.

Back office transformation and process improvements

You want your team to be as effective and efficient as possible. We quickly and effectively identify, develop, deploy and improve processes and systems. When organizations grow, the financial administration needs to adapt and change.

We can help ensure your back office is set up for success. We help you streamline your operations so you can process data in the most efficient way.

Financing strategy

Need more access to cash? We can work with creditors, government agencies and outside investors to ensure you’re meeting all your reporting requirements and help with government applications.

Turnarounds and Restructuring

Success demands a plan. KLM will work with the existing management of a troubled or under-performing organization to develop a plan that addresses challenges and opportunities and builds on core strengths of your company.

We’ll help stabilize your organization’s financial and operational performance by developing and implementing comprehensive profitability and working capital plans. Our involvement will reassure boards, creditors and investors that your organization is taking important steps to address its problems and maximize its value.

“It’s been a great arrangement for us. We get access to high calibre finance professionals at a low cost.”

KLM Advisory - Turnarounds and Restructuring

If you want more details about our services, contact us today.

info@klmfinancial.ca

1 (855) 405-8375