Strategic Business Advisory Beyond the Numbers
Core Advisory Services
At Sunrise Chartered Professional Accountant, we provide expert advisory services that help Winnipeg and Manitoba business owners make informed financial decisions, improve performance, and achieve sustainable growth.
Business Acquisitions & Sales Make confident, well-informed deal decisions.
Our team supports you through every stage of buying or selling a business — from valuation to post-acquisition integration — ensuring financial clarity and tax efficiency.
- Target Company Financial Due Diligence
- Business Valuation and Deal Structure Optimization
- Tax-Efficient Transaction Planning
- Post-Acquisition Financial Integration
- Vendor Financing and Earnout Structures
Financial Forecasting & Analysis Plan ahead with precision and insight.
We help you understand your numbers and prepare for the future through customized forecasting, scenario planning, and performance analysis.
- 13-Week Cash Flow Forecasting
- Scenario Planning and Stress Testing
- Budget Development and Variance Analysis
- KPI Dashboard Creation and Monitoring
- Profitability Analysis by Product/Service Line
Startup & Scaling Advisory From launch to growth — we guide your next move.
Our advisory team helps entrepreneurs and growing businesses make strategic decisions around structure, funding, and automation.
- Incorporation vs. Sole Proprietorship Analysis
- Funding Readiness and Financial Packaging
- Accounting System Setup and Automation
- Growth Financing Strategy
- Exit Planning and Succession Advice
High-Net-Worth Personal Tax Strategy Protect and grow your personal wealth.
We develop comprehensive, tax-efficient strategies tailored for high-income professionals, investors, and business owners in Manitoba.
- Executive Compensation Optimization
- Investment Structure and Tax Efficiency
- Estate Planning Coordination
- Tax-Loss Harvesting Strategies
- Cross-Border Tax Compliance (U.S./Canada)
Performance Management Turn financial data into business insight.
We provide ongoing performance tracking and strategic reviews that keep your business on course and aligned with your goals.
- Monthly Board-Ready Financial Packages
- Benchmarking Against Industry Standards
- Cost Reduction and Margin Improvement Analysis
- Working Capital Optimization
- Strategic Planning Facilitation
Industry-Specific Advisory
Cannabis Industry
- Licensing application financial support
- Supply chain cost optimization
- Regulatory compliance planning
- Inventory management systems
- Market expansion financial modeling
Professional Services
- Partnership accounting and distributions
- Practice valuation and succession planning
- Client profitability analysis
- Technology ROI assessment
Why Our Advisory Makes a Difference
Modern accounting firms are shifting focus to advisory services, offering strategic business insights based on data analysis, and that’s exactly where Sunrise CPA excels. We don’t just report what happened – we help you plan what’s next.
Schedule Strategic Planning Session
90-minute deep dive into your growth opportunities