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Explore our business advisory services In Burlington, Oakville & Hamilton.

Preparing your business for ongoing success.

Business Advisory

The scope of services we offer reduces the need to coordinate several outsourced functions and offers continuity and consistency to your business. Operating as an "in-house" group, we integrate our services with your processes to achieve maximum value.
Succession Planning

Succession Planning

A succession plan will provide a strategic map of what should be executed, how and by who.

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ERP Project Management

ERP Project Management

With ERP Management we take our clients' businesses to the next level.

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Virtual CFO

Virtual CFO

Professional and virtual CFO services scaled to meet the needs of your business.

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Virtual Full-Cycle Accounting

Virtual Full-Cycle Accounting

Professional financial planning to meet your business goals.

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Operations Management

Operations Management

We'll help you execute production efficiently, maximize ROI and improve profitability.

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Planning for Success

If you are considering financial or business advisory services, you will find that SB Advisory offers a comprehensive program that encompasses a wide range of business planning activities. From full-cycle accounting to virtual CFO services SB Advisory bridges the gap. Our services are designed for privately corporations, SMEs and growing businesses looking to take their business to the next level.

Take a proactive approach to your company's future

Contact us today to learn how our accounting experts can help support, transform, and grow your business.

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SB Partners

Benefits Of Working With Our Business Advisors

With over 45 years of experience, our business advisors are here to help you achieve your business objectives and provide support and guidance through planning, processes, implementation and execution.

Scalable services

We take pride in our client focused service and offer scalable services to accommodate businesses of all sizes and budgets.

Get in touch today to learn more.


We work closely with business owners and their management teams to ensure we have a firm understanding of the business and can provide comprehensive advice and customized solutions.

Contact us today for next steps.

It all starts here

Regardless of where a business is on it’s path to success, we are able to provide the guidance and advisory services to

  • Improve profitability
  • Achieve operational excellence
  • Improve ROI
  • Hit goals
  • Manage growth

Talk to our team about your needs.

We help

  • Business owners
  • Private corporations
  • SMEs
  • Not-for-profits
  • Growing companies
  • Start-ups


Depending on the scale and scope, project can last from a few months to several years.

We conduct a discovery and analysis process to determine the scope of the project.

Yes, we provide NDAs to all of our clients.

Areas Served

Our team of chartered professional accountants (CPAs) work with clients across Southern Ontario, including:

Other Services

Accounting, Assurance & Advisory

Accounting, Assurance & Advisory

As a leading independent CPA firm in Southern Ontario, our Assurance and Advisory experts decipher the story in your financial reports, then share that insight to help you better understand and more effectively manage your business.

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Business Valuation

Business Valuation

Negotiate with knowledge. SB Partners offers independent, credible and objective valuation and related consulting services. Whether settling an estate or selling your first start-up, we can help you navigate and better understand the numbers and optimize your outcome.

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