Munro Financial
Business & financial consulting, M&A (buy-side), going public transactions, structuring, and scaling businesses since 2010.
Who We ARE
About Us
Since 2010, Munro Financial has helped entrepreneurs and c-suite executives with key decision-making, reporting, and other facets of their corporate growth cycle including startup, scaling operations, and going public.
Experienced Team
Our team has a wealth of experience in private and public companies from startups to multi-million dollar operations. We deliver expert services for a wide variety of business and financial requirements including but not limited to:
- Corporate filings: from incorporation to general maintenance, we have helped companies create and maintain corporations with registrars along with internal minute books
- Business plans and mapping: we help companies create or update their business plan and mapping for the visualization of data, goals, and opportunities
- Financial reporting: our staff has over 20 years of experience in accounting and preparing quarterly and annual financial statements, including for public company filings in Canada (SEDAR) and the U.S. (EDGAR)
- Public company filings: we can assist with the preparation and filing of various other public company reports, including for material changes and business acquisitions
- M&A (buy-side): we've conducted due diligence and helped close buy-side mergers & acquisitions for business combinations under a variety of structures, including amalgamations, three-cornered amalgamations, and other business combinations
- Going public: we help businesses go public in Canada through either a reverse takeover (RTO) transaction with a reporting issuer (public company) or via a direct listing on the Canadian Securities Exchange (CSE) with subsequent dual-listing on the OTC Markets (QB or QX, if qualified)
- Structuring: we work with founders to set up corporate structures that will meet their legal, tax objectives, and overall strategy
- Scaling operations: we help assess and identify key elements for your businesses to become scalable. We work with founders and c-suite executives to identify key strengths and weaknesses in order to update the company business plan and establish a roadmap among other critical scalability elements of a business that include branding, customer connections, professional product/service, purpose, SOPs, team & duties (delegation), networking, and sustainability
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Among other things, a business & financial consultant can fill the gaps in critical expertise that companies require to:
- achieve their purpose
- establish and build a brand
- meet all reporting requirements (internal and external)
- deliver a professional product and/or service
- become scalable (automation, software & systems, team, SOPs, etc.)
- meet or exceed a planned exit strategy
They also bring an independent and unbiased viewpoint to assess corporate needs (tangible and intangible) to meet goals and objectives.
Our fees vary depending on the type of engagement and what range of services are provided; they may include hourly fees, set monthly contract, fixed price, or a percentage.
Any particular contract may have one or more fee types depending on the basket of services we are providing.
We can either be engaged as a general consultant where you choose what services we provide along the way, or we can have a narrowly defined agreement with specific services (i.e., M&A (buy-side), going-public, financial reporting etc.)
J. Scott Munro founded Munro Financial in January 2010.
Scott is an experienced accountant, consultant, and venture capitalist who has served in a variety of c-level executive roles including CEO, CFO, and director in both Canadian and U.S. private and public companies for over 25 years, including 20+ years of business development, services, M&A, and going-public transactions in biotech, life sciences, exploration & mining, services, and technology sectors since 2000.
He also periodically takes on other c-suite and board of director roles along with overseeing other private family enterprises, investments, and foundation.
Yes! We can help entrepreneurs with their exit strategy through an optimized structure and by building a scalable enterprise for their desired exit strategy.
Yes! We can provide services remotely as we employ a range of cloud-based systems and communication tools to service help our clients on a virtual basis.
No! We are not legal or tax professionals and cannot provide advice of this nature. We will only make recommendations and can refer you to the appropriate professionals within our Professional Network if such advice is required.
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Munro Financial
Operations
Vancouver, BC
Monday - Friday
Saturday: By appointment
Sunday: Closed
Copyright © 2022 Munro Financial - All Rights Reserved.
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