What We Do

All Services

Freedom Through Value Program

A strategic program designed to empower business owners and leadership teams with the tools, knowledge, and collaborative support needed to grow, optimize, and transition their business effectively.

Part-time CFO / Coaching

We help businesses to maximize profits and cash flow by providing business owners with the senior financial advise they need to improve monthly reporting, find out where improvements can be made and make better decisions. 

Business Transition

Every Business Owner will exit their business and we help plan for the eventuality with a tailored plan that helps meet the owner's goals & retirement needs by considering various exit options, while maximizing shareholder value.

Who We Are

At Copious Insights, we help business owners achieve their goals by growing their business, making them less dependent on the owner, and preparing for a successful sale or transition. Central to our approach is the Freedom Through Value (FTV) program, which empowers owners to build thriving, profitable businesses while gaining the freedom and confidence to pursue their personal and professional aspirations. 

Kevin Ballantyne, BBA, DMA, CBEC, CPA, CA, is the founder of Copious Insights. With over 35 years of professional financial experience across industries ranging from large public companies to small owner-managed firms, Kevin combines deep expertise with a passion for helping business owners succeed. 

As a Chartered Professional Accountant and Certified Business Exit Consultant (CBEC), Kevin specializes in guiding business owners through growth, value creation, and transition strategies. Recognizing that financial literacy is a cornerstone of success, he has developed courses and tools to help business owners, their managers and staff better understand business and personal finance.

Grow your business and your wealth so you can live the life you want

If you go to work on your goals, your goals will go to work on you. If you go to work on your plans, your plans will go to work on you. Whatever good things we build end up building us.

—   Jim rohn

Helpful Content

  • Why Messy Financials Statements Hurt More Than Just Your Valuation

    Messy Financial Statements and Hiring Decisions Most business owners assume their numbers are fine — after all, their accountant sends year-end financials, and the CRA hasn’t come knocking. But here’s the catch: a clean tax return isn’t the same as clear, useful monthly financials. If your statements are vague, delayed, or confusing, it doesn’t just

    June 13, 2025
  • Boost Your Business Valuation: The Power of Predictability Over Potential

    Introduction If you’re a business owner, the question “What is my business really worth?” has likely crossed your mind countless times. Many entrepreneurs believe their company’s valuation hinges on its potential—future growth projections, exciting new opportunities, or the promise of what the next few years could hold. But when it comes time to sell your business, or even just to

    June 4, 2025
  • Increase Business Value: 7 Key Drivers

    How to Increase Business Value, Reduce Risk, and Gain More Options — Even If You’re Not Selling Yet If you’ve ever wondered what your business is worth — or how to increase business value in the eyes of a buyer — you’re not alone. Most owners assume that profitability equals value. As a result, they

    May 25, 2025

Let’s Work Together

Our goal is to provide at least a 10x return on our client’s investment in what we do for them.