Kevin Ballantyne President, Business & Transition Advisor, Part-time CFO
areas of expertise
- Business Growth & Improvement
- Financial Analysis & Forecasting
- Financial Education
- Business Transition Planning
- Insurance & Investments
education
- CPA, CA Chartered Professional Accountant of Canada
- CBEC, Certified Business Exit Consultant – International Exit Planning Association, Boston, MA
- BBA, Wilfrid Laurier University, Waterloo, Ontario, Canada
Kevin’s passion is in helping business owners and their families to be successful. This includes:
1. Helping people first starting out in business including writing Business Plans and supporting those who want to join my Experior Financial team as Life Insurance Agents
2. Growing businesses so they are worth more when the owner is ready to transition out
3. Making businesses less reliant on the owners through our proven process
4. Planning for and preparing businesses and their owners to transition to new owners
5. Increasing the personal wealth of clients through innovative insurance and investment strategies
6. Develop strategies to minimize the risk of contingencies and provide a way of funding shareholder agreements
7. Improving financial literacy by teaching courses and seminars on how to read financial statements, improving internal reporting, increasing the value of the business, strategic use of life insurance products, and more.
Kevin’s specialties are: Finance, Growing Businesses, Preparing Businesses for Sale, Strategic Planning, Financial Education, Exit Planning, Life and Living Benefits Insurance, Investing
Copious Insights help business owners meet their goals of growing their business, making their business less dependent on them, and preparing their business for sale or transition while increasing financial literacy.
Before founding Copious Insights (Previously Profitable Wisdom) in early 2011, Kevin worked in financial management with companies ranging in size from small owner managed firms to large public companies. All through his career, he has educated non-financial leaders on how to understand financial statements and financial concepts.
Contact Kevin at kevin@copiousinsights.com or 226-791-0374
publications
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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