Business Strategy and Financial Reviews

Make informed decisions for the future of your business.

As a business owner, you excel at running your business. To help grow, or transition your company, you may require another perspective offering guidance to help manage operational changes. At SBLR, we are entrepreneurs just like you. We understand the challenges and will work with you to ensure your concepts and ideas are transformed into action plans with measurable results.

Our Services Include
  • Strategic planning and benchmarking
  • Business coaching and quarterly review meetings
  • Budgeting and cash flow management
  • Business plans and financial projections
  • Identification and monitoring of key performance indicators
  • Transition/succession planning
  • Due diligence for mergers and acquisitions
  • Corporate structuring and restructuring
Meet the experts
Partner
+1 (647) 476 2384

Amir Ortas,

CPA, MBA, BComm

Principal
+1 (647) 476 2133
What Our Clients Say About Us

A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.

Mark Satov

Founder and Leader – SATOV Consultants

Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.

Maria Gagliano

Owner & Founder – Menus by Maria

I’ve been with SBLR for a number of years and have had an outstanding experience. They’ve handled all my complex corporate and trust issues, as well as my personal tax planning. The partner on my file and all the staff are incredibly knowledgeable and proactive.

JM

Entrepreneur and Investor

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