Consulting Services

I offer a range of personalized consulting services tailored to the needs of owner-managed businesses. With over 30 years of experience in public accounting and financial consulting, I specialize in providing strategic advice to help you achieve your business goals. Whether you're looking to evaluate your business, explore a potential sale, or need expert guidance on financial and operational decisions, I am here to assist you.



1. Business Valuation

Understanding the value of your business is essential for making informed decisions. I provide comprehensive business valuation services, whether you’re preparing for a sale, looking to attract investors, or planning for succession. My valuations take into account both financial and non-financial factors to ensure a full and accurate picture of your company’s worth.

  • Benefits of a Business Valuation
    • Accurate assessment of business value for sale or transfer
    • Supporting documentation for financing or investment
    • Clear understanding of market position and growth potential

2. Business Purchase and Sale Consultation

Whether you're looking to buy a business or sell your own, navigating the complexities of these transactions requires expert advice. I guide you through every step of the purchase or sale process, from assessing financial health and market conditions to structuring deals and negotiations. My goal is to ensure you get the best possible outcome, minimizing risks and maximizing value.

  • How I Help:
    • Due diligence and financial analysis
    • Deal structuring and negotiation support
    • Post-purchase or post-sale transition planning

3. Income Tax Consultation

Taxes are an integral part of any business, and strategic tax planning can make a significant impact on your bottom line. While I don’t focus on day-to-day tax compliance, I offer high-level income tax consultation services to help you plan and structure your business in the most tax-efficient manner possible. My services include reviewing corporate tax strategies, optimizing shareholder compensation, and minimizing personal tax liabilities.

  • Tax Services Include:
    • Corporate income tax strategy
    • Shareholder compensation planning
    • High-level personal tax planning

4. General Business Advice and Coaching

Running a business involves constant decision-making, and sometimes an outside perspective can offer invaluable insight. I provide one-on-one coaching and strategic advice on a wide range of business issues, from financial management and operational efficiency to growth strategies and succession planning. Whether you need ongoing advice or help with a specific challenge, I am here to help guide your business toward success.

  • What You Can Expect:
    • Financial performance improvement strategies
    • Guidance on business growth and expansion
    • Succession planning and leadership transitions



Let’s Work Together If you're looking for trusted advice to guide your business, I’m here to help. Contact me today to discuss how I can support your business’s growth, financial health, and future success.


Email Greg Mollon CPA CA

Call Me: +1 (250) 720-6990

Text Me: +1 (250) 720-6990