Services

Strategic Planning Service

We help you create a capabilities-driven strategic plan that transforms your business into a thriving, profitable, and self-sustaining enterprise—designed to align with your vision and goals.

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Private Coaching

Our Private Coaching service offers one-on-one guidance tailored to your unique business challenges and goals. From strategic decision-making to growth planning and transition readiness, we provide personalized support to help you achieve clarity, confidence, and measurable results.

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Business Growth

We work closely with business owners to align their goals with a thorough analysis of their business, developing a tailored plan to increase sales, boost profitability, and enhance shareholder value—with the option to provide hands-on support in executing the strategy.

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Part-time CFO

Our Part-Time CFO Services provide senior financial leadership to maximize profits, optimize cash flow, enhance financial reporting, and identify growth opportunities, empowering business owners to make smarter, strategic decisions.

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Business Exit Strategy Plan

Every business owner will eventually exit their business. Our Strategic Planning service creates a tailored plan aligned with your goals and retirement needs, establishing a clear vision, evaluating exit options, and maximizing shareholder value to ensure a successful transition.

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Business Plans

Whether you want to start your business on the right foot, or your bank is requesting one for a new loan you are applying for, we can help with creating a plan to help your business be successful.

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Freedom Through Value Program

Statistics show that there is 85% of Canadians believe their financial literacy is less than strong. We provide courses and training for Business Owners, Managers, and staff, including Bookkeepers.

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Improving Cash Flow

With over 100 proven strategies to increase cash flow, we help businesses reduce borrowing, improve financial stability, and bring peace of mind to business owners.

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Prepare Business For Sale

Did you know that approximately 80% of businesses don’t sell? The primary reason is a lack of proper preparation before listing. Our proven process helps you get your business ready for sale and increases its value, ensuring you achieve the outcome you deserve.

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how can we help you?

Contact us at Copious Insights to set up a time to chat.

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