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Financial Advisory Services

Customized, data-driven solutions throughout the business lifecycle.

Grow, protect, and exit your business with trusted partners

BDO’s team of leading financial advisory professionals draw on deep knowledge of industry issues, market dynamics, and regulations to provide tailored guidance to businesses—from mid-market to enterprise.

Our financial advisory teams use best-in-market tools to help clients achieve their strategic objectives based on data-driven results and actionable insights. We collaborate to create integrated solutions for each stage of the business lifecycle, from building long-term value and improving profitability to meeting compliance needs to detecting fraud and corruption to exit and turnaround strategies, and more.


Financial Advisory Services throughout the business lifecycle

  • Business plans
  • Capital advisory
  • Valuations
  • Risk advisory

  • Business interruption
  • Fraud, anti-money laundering, and corruption
  • Governance and internal controls
  • Financial modelling
  • Valuations
  • M&A (buy-side)
  • Strategic value creation & analytics 

  • Valuations
  • M&A (buy/sell)
  • Strategic value creation & analytics
  • Business restructuring and turnaround

Featured insights and offerings for Financial Advisory Services

Resources to support your business

Empowering women-led businesses for success

Women are launching and leading successful companies, driving job creation, and contributing to economic growth despite unique barriers. We help you identify areas for growth and get actionable advice for taking your business to the next level with our tailored Women Driving Growth suite of services.

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M&A and Capital Markets select closed deals

Our M&A and Capital Markets team supports clients at each phase of the deal lifecycle—from acquisition strategy development to due diligence and exit strategy. Some of our recently closed deals demonstrates how our experience and resources bring value to transactions across a variety of industries.

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Our Financial Advisory Services are in your industry

Solutions to address key challenges and complex issues—including labour shortages, government regulation, and economic volatility—to help you stay competitive.

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Supporting the complex governance, risk, and compliance needs of your financial services business so you can focus on your bottom line.

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Targeted solutions in key areas such as tax, R&D investment, and financial reporting to help you meet customer expectations in this ever-evolving market.

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Each business valuation is based on a unique set of factors—financing, business models, acquisitions, re-organizations, succession plans—and requires a thorough understanding of the industries involved. BDO's Chartered Business Valuators (CBVs) bring extensive experience working with owner-managed businesses to large public companies, always taking the time to understand your business and offering tailored services for individual client needs—from financial and tax reporting to transaction and litigation support to complex financial instruments.

When your business faces defining moments including business transformations, periods of growth, navigating recovery, and M&A transactions, significant value is at stake. We can provide engaged and hands-on professionals to help improve your value and guide you through the triggers of value creation—from revenue decline to market disruptions.

Our Capital Advisory team offers a powerful combination of financial acumen, coupled with an understanding of capital markets and solutions. Our highly experienced advisors provide strategic advice related to capital structure, debt, joint ventures, and other alternative capital sources, all to empower businesses to harness growth opportunities and drive success.

Disputes, fraud, and corruption threaten the reputation and assets of businesses globally. BDO's Forensic Disputes & Investigations team prevents, detects, and responds to such risks by applying a combination of forensic accounting techniques with investigative acumen.

Our Financial Advisory Services support the stage your business is in

Growth strategies designed to match your business model, your goals, and your expectations.

Grow, expand & acquire

Maximize efficiency and performance of existing systems, processes, and people for greater financial growth.

Perform, assess & optimize

Secure your most important assets through critical, preventative, and corrective measures.

Secure, protect & investigate

Seamlessly transition your enterprise through three critical stages: succession planning, valuation optimization, and a strategic transaction.

Exit, transition & sell

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