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Making sound financial decisions, whether it involves raising capital, valuing a company, or planning an ownership transition, requires more than routine bookkeeping. Shannon & Buffett brings over 40 years of accounting and advisory experience to Fredericton business owners who need a corporate finance advisor in Fredericton they can trust with complex financial questions. We combine decades of audit and tax expertise with practical business advisory support, giving local companies the clarity they need to move forward with confidence.
Talk to our team about your next financial decision
What Do Corporate Finance Advisors Do for a Business?
A corporate finance advisor in Fredericton looks beyond the numbers on a tax return to help you understand what your business can support in terms of growth, debt, or investment. This means building out financial projections and business plans that lenders and investors can actually rely on, rather than rough estimates pulled together at the last minute. For owner-managers juggling daily operations, having someone dedicated to this strategic layer of financial planning can be the difference between a missed opportunity and a well-timed decision.
Can You Help Me Buy, Sell, or Value a Business in Fredericton?
Buying, selling, or valuing a business is exactly the kind of situation where a corporate finance advisor in Fredericton
earns their fee, since the numbers involved go well beyond a standard financial statement. We support owners at every stage of the transaction, and you can explore our full range of business advisory services
to see how this fits into a broader financial strategy. Preparing for a sale or evaluating an acquisition both call for sound business valuation in Fredericton
to give you a defensible number to negotiate from.
Why Owner-Managed Businesses in Fredericton Need More Than Just a Bookkeeper
Owner-managed businesses in Fredericton often reach a point where the day-to-day bookkeeping is solid, but the bigger financial questions, like when to bring in outside capital or how to plan a succession, are left unanswered. A corporate finance advisor in Fredericton fills that gap, working alongside your existing accounting function rather than replacing it. As you plan for eventually buying or selling a business , or simply positioning your company for the next stage, our solutions built for owner-managed businesses are designed around your specific ownership structure and goals.
Book a strategic financial review today
Corporate Finance Advisor Fredericton: Services Built for Local Business Needs
Our partners bring UNB degrees, CPA designations, and decades inside the local accounting community, giving clients a level of judgment that goes beyond standard compliance work. As a corporate finance advisor in Fredericton, we treat each engagement as an extension of the relationships we have built with owner-managers and non-profit leaders over the past four decades. Meet the people behind our advice through profiles of our CPAs and partners
before your first conversation with us.Financial advisory work covers far more ground than a single conversation can capture, so here is a closer look at what our team regularly handles for clients across the region.
Financing and capital structuring: We help business owners prepare the financial documentation and projections that lenders require before extending debt or equity financing.
Succession and ownership transition planning: We work through the tax and financial implications of passing a business to family members, employees, or an outside buyer.
Cash flow forecasting for growth: We build realistic forecasts that account for seasonal variation, allowing owners to plan hiring, inventory, or expansion with fewer surprises.
Sage and QuickBooks integration: Our team, including staff certified with Sage since 1999, sets up and troubleshoots accounting software so your financial data supports better decision-making.
Non-profit and organizational financial guidance: We advise boards and executive directors on budgeting, HST treatment, and financial reporting suited to charitable and municipal structures.
Curious What a Closer Look at Your Numbers Could Reveal?
