Business Consultants, Coaches, & Advisors

Servicing Canadian Owner-Operated Businesses

You are an existing owner-operated business owner with under 150 employees located in Canada who is looking for help to :

• Grow your business
• Better manage your business
• Improve performance in your business
• Increase value in your business in hopes of selling in at least 3-5 years
• Acquire a business
• Transition a business

You are looking for a firm that offers services in a way you prefer to learn and at your own pace.  You are most likely a business owner who is looking to spend more time "working on" your business versus "working in" your business and ultimately are looking to improve the overall bottom line of your business.

We provide remote online coaching, consulting, and advisory services for businesses within Canada outside our local service area by using remote access tools  which provides video as well as allows screen sharing.  It is the next best thing to being there. 

​Who We Are

We are business consultants,  business coaches, and advisors  who provide help to business owners for the purpose of generating growth and profitability. We provide our services in a variety of methods, so you are able to choose the method that most suits your business.

• Business Coaching - is provided through one-on-one sessions with a set of objectives/goals.  The participants are provided guidance and direction from the coach and must be prepared to dedicate the time to the sessions as well as complete homework.
• Facilitation - is workshop based  that is an interactive environment where a facilitator will work with the business owner and their team to meet a set of objectives /goals.
• Training - is  provided on-site in order to teach a group of people a set of skills related to their business. We will start offering group courses and over time,  many of these courses will be offered online as well.  For on-site courses, there is a minimum of 3 required and for the group courses a minimum of 5.
• Business Consulting - is work that that a business owner requires someone to perform for their business. Though work will be performed, the business owner and their team must provide the necessary information that is required to perform the consulting.
• Work With You Consulting - is a combination of  business coaching and business consulting. This for businesses who have a requirement for someone to work with them and perform some of the tasks.

Our Experience

​Our 2 partners have over 25 years each of business and management experience working in complex businesses such as manufacturing, hi-technology, and financial services. We have executive management experience in large, medium, and small businesses not only in one area of a business but across a business in marketing, sales, operations, and finance.  

We have been in business since 2010 and have  worked with clients in a variety of  industries such as retail, non-profit, construction, transportation, medical, food & beverage, recreation, and professional services. We work directly with business owners to understand the specific business goals and challenges you are facing, so that we are able to implement the right solutions for your business, ensuring that you have continued long term success.

​How We Differ From Other Consulting Firms

When we started the business in 2010, we found that most business & management consulting firms, even smaller ones for the most part were focused on large businesses. Of the ones that did provide services to small business, many of the business & management consultants treated small business in much the same way they did the large corporations in which they worked.  Coaching & consulting cannot be performed in the same manner as the needs of the businesses are different and smaller businesses do not have the infrastructure and resources of the large corporations.

We only work with owner-operated businesses where the goal is to provide the owner with the skills they need in areas they need help so they operate the business without long term outside help.  Our goal is not to live in the business, but to help as many business owners as possible and only be utilized when it makes sense. We also make sure that our engagements are structured to how an owner-operated business functions, not a public corporation.

NEWS 

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OUR SERVICES  

If you find you are looking for help with your business in the following areas, you are in the right place.

Strategy & Planning Services

STRATEGY helps you align your business to your business and personal goals.
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PLANNING documents how your are going to implement your strategy.

Business Needs Met

• New Businesses who need to determine if their idea is feasible
  
  
• New Businesses who are in need of financing of over 100K and require a plan
  
  
• Businesses who need to develop their go forward strategy
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• Existing businesses who are looking to grow and require financing or investment

Our Services

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STRATEGY SERVICES

• Business Strategy
• Marketing Strategy
• Digital Marketing
• Sales Strategy 

PLANNING SERVICES

• Financial Model
• Feasibility Plan
• Business Plan​

Business Coaching  and Advisory Services

BUSINESS COACHING helps business owners obtain the skills needed one-one-one with a coach to help them meet business goals.

ADVISORY SERVICES are for those that are looking for more guidance and advice and typically are SOHO or newer businesses who are not ready for structured business coaching.

Business Needs Met

• Start-up or Soho businesses who are looking for ad-hoc advisory services to bounce ideas and get advice.
  
  
• Business owners who are looking for periodic help to perform a health check on the business or utilize an advisor's time for specific issue.
  
  
• Business owners who are looking for structured customized one on one coaching to gain business skills in one or more areas of their business.
  
  
• Business owners who are looking for topic based coaching to help them with their strategic planning, succession planning, or financial management.

Our Services

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BUSINESS COACHING

• General Coaching
• Strategic Planning Coaching
• Succession Planning Coaching
• Financial Management Coaching 

ADVISORY SERVICES 

• Ad-Hoc 
  • ​1 - Hour
    
  • 2 - Hour
    
• Business Health Check
  • ​1/2 Day
    
  • 1 Full Day​

Assessment and Review Services

ASSESSMENT AND REVIEW SERVICES look in-depth at either the overall business or a specific area to determine the performance based on best practices and recommendations for improvement are provided.
 

Business Needs

• Businesses who want to have their business plan assessed before providing for financing
  
  
• Businesses who want a full assessment of their business to understand what is going on within the business and to determine what changes need to occur in order to have the business perform as wanted by the owner.
  
  
• Businesses who want to assess their marketing and sales to determine what improvements can be made.
  
  
• Businesses who want to look at an assessment of the value of their business.
  
  
• Businesses who want to look an assessment of their business based on best practices to improve business performance.
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• Businesses who want to review their current financial position to determine changes required from financial perspective to meet short and long term financial goals.

Our Services

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ASSESSMENT SERVICES

• Business Plan Assessment
• Business Assessment
• Marketing & Sales Assessment
• Business Value Assessment
  
• Business Performance Assessment
  

REVIEW SERVICES 

• Financial Review

ASSESSMENT SERVICES

• Business Plan Assessment
• Business Assessment
• Marketing & Sales Assessment
• Business Value Assessment
  
• Business Performance Assessment
  

REVIEW SERVICES 

• Financial Review

Succession Planning & Transitioning

SUCCESSION PLANNING is the process of preparing the business for sale and focusing on how to improve performance and focus on the areas to increase the overall value for selling.

TRANSITIONING is making the choice and the implementation of the succession plan. This can be from one owner to another or from one generation to another.

Business Needs

• Business owners who are looking to sell their business in the next 3 to 5 years.
  
  
• Business owners who are transitioning their business to the next generation or merging their business with another business.

Our Services

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SUCCESSION PLANNING

• Exit Readiness Plan
• Exit Program Planning
• Exit Implementation Plan

TRANSITIONING

• Transition Readiness Plan
• Business Coaching 
  
  

**Services Provided by a CPA who is a management accountant.

Financial Management

SUCCESSION PLANNING is the process of preparing the business for sale and focusing on how to improve performance and focus on the areas to increase the overall value for selling.

TRANSITIONING is making the choice and the implementation of the succession plan. This can be from one owner to another or from one generation to another.

Business Needs

• Businesses at every stage that are looking to understand and get a better handle on the financial management of their business.

Our Services

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FiNANCIAL MANAGEMENT

• Chart of Accounts Set-up & Modifications
• Budgeting & Forecasting
• Cash Flow Management
• Product & Service Costing
• Pricing and Packaging
• Business Restructuring
• Management Reporting
• Productivity Analysis and Review
• Margin Analysis
• Risk and Sensitivity Analysis
• Profitability Analysis

**Services provided by a CPA who is a management accountant

What Our Clients Say 

This is what some of our clients have said after working with us.  All three of these clients below we have worked with over a long period time. Be sure to check out our other testimonials and case studies.

Boxer Custom Cases

"We started working with RK Fischer with the intention of adding a second set of eyes to our finances. Rudy and Karen have provided far more than accounting oversight, bringing their combined expertise and experience to several areas of our business including marketing, sales, production, and overall business process. If you have a business problem that needs solving, I would recommend you start by getting Rudy or Karen on board."

Greg Hamilton, President

Joey's World Playground

"RK Fischer and Associates, were brought into the initial planning process for Joey's World and proved to be a valuable asset. The program lines introduced during this process were and will continue to be used as Joey's World functions as a successful business. Thank you Karen and Rudy"

Gord Gill, Owner & Operator

The Second Wedge Brewing Company

"When we were ready to take our business plan to the next level, the insight and experience that RK Fischer & Associates contributed was invaluable. Karen examined our work with a fine-toothed comb, identified gaps and coached us on how to pull in the data we needed and present it effectively. Rudy helped us structure our complex brewery financials into a detailed, comprehensive set of linked spreadsheets that were easy for us to read and analyze, but most importantly followed the best-practice accounting principles that institutional lenders require. Karen and Rudy are extremely well connected in the financial and legal spheres and have provided us with many beneficial referrals. And best of all, two separate lenders told us that the fact that we hired RK Fischer & Associates gave them extra confidence in us as entrepreneurs."

Joanne Richter, Owner

More Testimonials