September 25, 2024
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From startup launch to succession, Coigne Capital’s integrated business advisory services in Montreal, Canada empower entrepreneurs and owner-managed firms with strategic consulting that boosts operational efficiency, strengthens enterprise valuation, and drives sustainable growth. Leveraging our in-house business consultants and a vetted network of accountants, tax planners, corporate lawyers, and industry specialists, we deliver
A systematic review and redesign of your company’s legal, operational, and ownership framework to minimize taxes, reduce risk, and streamline decision-making. Typical actions include choosing the most advantageous corporate entity, reorganizing share classes for income-splitting, and realigning business units or holding companies so the organization can scale efficiently as revenue and headcount grow.
A disciplined process for transferring leadership and ownership without disrupting day-to-day operations or eroding family wealth. This involves identifying and grooming successor talent, establishing clear governance and decision rights, setting valuation and buy-sell mechanisms, and coordinating estate and tax strategies so founders can exit on their terms while the enterprise continues to flourish.
A deep, diagnostic analysis of balance sheets, income statements, and cash-flow statements to uncover margin leakages, working-capital bottlenecks, and other performance gaps. Using ratio analysis, trend comparisons, and industry benchmarks, we pinpoint the root causes of inefficiencies and recommend actionable improvements—such as tightening credit terms, optimizing inventory, or renegotiating cost structures—to enhance liquidity and overall financial health.
Working hand-in-hand with seasoned management-consulting partners, our team designs custom growth roadmaps, market-intelligence dashboards, and process-improvement blueprints so your organisation can scale efficiently and make sharper, data-backed decisions.
Under the guidance of duly licensed financial planners and corporate-finance specialists, we provide:
Financial Modelling & Forecasting – Sophisticated models and scenario analyses that inform capital allocation and long-range business planning.
Budgeting & Cash-Flow Control – Frameworks and KPIs that safeguard liquidity and keep day-to-day operations on solid footing.
Capital Raising & Deal Structuring – Access to our investment-banking and private-lender network for debt, equity, or hybrid financing, plus support with investor relations and term-sheet negotiations.
In collaboration with risk engineers, legal counsel, and governance experts, we help you:
Identify & Mitigate Operational Risks through enterprise-wide assessments and customised mitigation strategies.
Navigate Regulatory Obligations by aligning policies with tax, corporate-governance, privacy, and industry-specific rules—keeping audits and reputational exposure to a minimum.
Drawing on estate attorneys, tax advisors, and family-governance consultants, we craft:
Leadership Succession Plans that guarantee a seamless transfer of ownership and management.
Governance Charters & Councils that balance family interests with professional oversight, preserving harmony and enterprise value across generations.
Through our affiliation with Global Maxfin Investments Inc., and in concert with leading fund companies, market analysts, and specialized due-diligence teams, Coigne Capital offers:
Discretionary Portfolio Management that combines traditional and alternative asset classes to target superior risk-adjusted returns.
Curated Private-Equity and Other Alternative Investment Opportunities vetted through a stringent screening process.
All securities transactions are executed by representatives duly licensed with Global Maxfin Investments Inc. and are conducted in full compliance with the applicable regulatory framework.
Leveraging specialists in charitable planning and impact measurement, we help families and foundations articulate their values, design high-impact giving programmes, and establish structures—such as donor-advised funds or private foundations—that create lasting social value.
Business-Advisory Disclaimer — Coigne Capital Inc.
Coigne Capital Inc. (“Coigne Capital”) is a duly registered financial-services firm regulated by the Autorité des marchés financiers (AMF) for the distribution of insurance products in Québec. In addition to its regulated insurance and mutual-fund activities, Coigne Capital offers a range of business-advisory and consulting services—including strategic planning, succession planning, corporate structuring, and financial-literacy education—delivered through its own professionals and a network of accountants, tax specialists, lawyers, and other stakeholders (collectively, the “Advisory Network”).
By accessing the Business-Advisory section, you acknowledge and agree that Coigne Capital Inc. and its Advisory Network are solely responsible for the delivery of these consulting services, and that neither Global Maxfin Investments Inc. nor Qualified Financial Services Inc. has any duty of care or liability arising from such engagements. For full details, please review the primary disclosure section and all other legal and compliance notices on this website.
Disclosure: Coigne Capital Inc. is a financial-services firm registered with the Autorité des marchés financiers (AMF). Mutual-fund products are distributed through Global Maxfin Investments Inc., Member CIRO; insurance solutions are offered via Qualified Financial Services Inc. All content is for information only and does not constitute personalized advice. Past performance is not indicative of future results. Please review our Primary Disclosure and related compliance notices for full details.
