Senior Financial Advisory for Alberta Businesses $5M–$50M
Four service areas. All grounded in your actual financial data. All priced transparently before you commit.
What AJM Delivers
Every AJM engagement starts with data — your actual numbers, not assumptions. The scope, fee, and deliverables are defined before work begins. No open-ended retainers on fixed-scope work.
Pre-Market Preparation for Business Owners Planning a Sale or Transition
Most Alberta business owners in the $5M–$50M range leave $5M–$15M on the table during transition — not because their business isn’t valuable, but because they arrived unprepared. AJM’s succession advisory closes that gap before you go to market.
The process runs in four phases: Data Diagnostic → Value Improvement → CBV Valuation coordination → Transaction Support. Each phase has a fixed scope and explicit deliverables. You decide after each phase whether to proceed to the next.
What makes AJM’s succession advisory different is Michael Yeung — a senior advisor with buy-side experience in private equity, investment banking, and capital markets. He knows how acquirers evaluate deals because he structured them from that side. That perspective directly informs how we prepare your business.
The engagement window that produces the best outcomes is 12–18 months before you want to go to market. Starting there gives you time to implement the diagnostic findings before a buyer arrives.
Data Diagnostic
A structured audit of your financial data quality — EBITDA normalization, working capital analysis, revenue quality assessment, and gap identification. Deliverable: a written report and prioritized improvement roadmap.
- Three years of financial statement analysis
- EBITDA normalization with documented add-backs
- Working capital baseline and variability
- Revenue quality and concentration review
- Prioritized roadmap with effort/impact per item
- 90-minute briefing with all three principals
Fractional CFO Advisory
Ongoing senior finance partnership for businesses that need CFO-level capability without a full-time hire. Reporting infrastructure, cost analysis, cash flow management, KPI development, and lender or investor support.
- Management reporting design and build
- Budget and variance analysis
- Cash flow forecasting
- KPI development and dashboard reporting
- Lender covenant monitoring and reporting
- Capital planning support
Performance & Operations Advisory
For businesses where growth isn’t translating to profitability — particularly in distribution, manufacturing, logistics, and supply chain-intensive operations. We identify where margin is being lost, build the cost visibility that makes operational decisions data-driven, and implement the reporting that sustains improvements.
For supply chain-intensive operations, we also deploy the ARTEMIS simulation framework — a digital twin of your operation that stress-tests proposed changes before a dollar is spent implementing them. See how simulation works →
- Margin analysis by product, service, customer, or supply chain segment
- Cost structure and procurement cost assessment
- Pricing model review
- Operational KPI development
- Working capital and inventory optimisation
- Reporting infrastructure build
What AJM Is and Isn’t
Engagements work better when scope is clear upfront. Here’s where AJM works and where we don’t.
AJM Is
- A financial advisory firm for operating businesses
- A pre-market preparation partner for owners planning a transition
- A fractional CFO resource for $5M–$50M businesses
- Independent — no deal fees, no referral dependency
- Buyer-side informed, with Michael Yeung’s PE/IB background
- fixed-fee where possible — you know the cost before you commit
- Data-grounded — every recommendation is tied to your numbers
AJM Is Not
- An M&A banker or licensed deal agent
- A law firm — we don’t draft transaction documents
- A public accounting or audit firm
- A Chartered Business Valuator (we coordinate with CBVs)
- A business broker or finder
- A startup or pre-revenue growth consultant
- A replacement for your accountant
Not Sure Which Service Fits?
Book a discovery call. We’ll ask about your situation and tell you directly what we’d recommend — and whether we’re the right fit.