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.
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
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Does your business have a healthy Balance Sheet?
A healthy balance sheet for a company is a reflection of its financial stability and overall financial health
January 30, 2024 -
Business Owners don’t realize how bad their internal financials are!
For some small businesses and even for some medium sized business, there are problems with monthly financial reporting that the business owner may not even realize.
January 6, 2024 -
Should you take Salary or Dividend?
Whether to pay yourself a salary or a dividend is a decision that every business owner is going to have to make.
December 30, 2023
Our goal is to provide at least a 10x return on our client’s investment in what we do for them.