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OUR SERVICES

Pontoni Financial Solutions has over 34 years of experience. Our qualifications check all of the boxes when hiring a professional to provide advice on Business Valuations, Estate and Succession Planning, Commercial and Personal Damage Quantifications, Financial Investigations, Accounting Advice, Personal and Corporate Taxation (CCPC), Financial Forecasts, Business Planning and Corporate Finance matters to clients varying in size and industry.

Business Valuations

  • Valuation of businesses in various industries including but not limited to automotive, general manufacturing, service, utilities, distribution, agriculture, fishing, quarries, transportation, retail, medical, software and engineering and professional service firms.

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  • The preparation of numerous business valuation reports involving shareholder disputes, expropriations, matrimonial disputes, partner disputes, commercial damages, divestitures, acquisitions, tax and estate planning.

Canadian Tax, Estate and Succession Planning

  • Canadian corporate and personal tax compliance
     

  • Canadian personal tax minimization and deferral strategies

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  • Canadian corporate restructuring and tax minimization and deferral strategies

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  • Canadian estate, succession and estate risk management planning​

Corporate Finance

  • Financial advisor to businesses in various industries, inculding automotive, general manufacturing, utilities, distribution, transportation, retail and professional services

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  • Financial advice regarding the merger and combination of business entities

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  • Financial advice regarding the strategic divestiture and acquisition of business entities

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  • Sourcing debt for the purpose of leveraged buyouts, growth and turn around financing

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  • Planning advice as it relates to the strategic growth of business entities

Damage Quantifications
and Forensic Accounting

  • The assessment and reporting on economic losses pertaining to expropriations, business interruptions and personal injury matters.

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  • Financial investigations pertaining to fraudulent activities and the misappropriation of funds. The quantification of damages resulting from these activities.

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  • Preparation on income reports for Family Law proceedings.

Financial Forecasts &
Business Planning

  • Preparation of detailed monthly, quarterly and annual financial forecasts including income statement, balance sheet and cash flow statements, for the purposes of business and strategic planning, financing, business valuations, due diligence and budgeting.

Accounting Advice

  • Accounting advice pertaining to monthly and annual reporting

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