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Kevin Here. See my important message —>
Here are a few things you should know about our time together:
- Block the time in your calendar if you haven’t do so already. I really respect your time and I hope you respect my time too.
- Make sure we will be able to hear each other. Please find a quiet place for us to meet so there isn’t excess noice or interruptions.
- Life comes up and life is busy. If you are not able to meet at the time you set, will you do me a favour and contact me to let me know that you can’t make it and suggest another day and time. Contact me at kevin@copiousinsights.com.
- Check out the rest of this page.
We believe that all business owners should have a good understanding of finance and have available senior financial assistance to better run their business.
Our services
Financial Education
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.
Business Exit Strategy Plan
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.
Financial Advisory & P-T CFO
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. We can also perform a Finance Health Check.
Strategic Planning
We help you develop a capabilities-driven strategic plan that will transform your business into the growing, profitable, and easy-to-run business that you want it to be.
Business Growth
Based on the owner’s goals and deep dive analysis of the business, we create a customized plan to grow the sales, profit, and shareholder value, with the option to help execute the plan.
Prepare the Business for Sale
Approximately 80% of businesses don’t sell and this is because the proper preparation isn’t done long before listing the business for sale. Our process gets your business ready to sell and for more than it is currently worth.
Our mission & vision
Mission
Copious Insights partners with businesses and their owners to provide innovative solutions and expertise to help save time, increase profits, maximize shareholder value, and help them realize their goals in business and in their retirement.
Vision
Establish Copious Insights as a leader in helping Businesses and their Owners to be successful and reach their goals, before and after the Owner’s transition out of the business.
Our values
Stewardship – Acting with an owner mentality; developing people; meeting our commitments and helping clients find the right solution for their needs.
Client Value Creation – Listening carefully to our clients; assessing whether benefit exceeds cost to the client, and when it does, help to create those benefits; ensuring there remains long-term win-win relationships and focusing on execution excellence.
Respect – Acting graciously; appreciating diversity and individual contributions; and treating people as we would like to be treated ourselves.
Integrity – Being honest; inspiring trust by taking responsibility; acting ethically and encouraging honest and open debate.
Kevin Ballantyne, BBA, CBEC, CPA, CA
In addition to teaching finance to Business Owners, Kevin also helps them to grow their business, have the business become less reliant on them, and plan their transition out of their business. This can involve helping to improve financial reporting, helping grow cash flow, profits, and shareholder value, and providing part-time CFO services. I have over 36 years of financial management experience helping companies in many industries ranging in size from small owner-managed firms to large public companies.
Contact Kevin at kevin@copiousinsights.com or (226) 791-0374