FINANCIAL HEALTH

THE NUMBERS TELL YOU WHERE YOU ARE. NOW LET’S SEE WHERE YOU CAN GO.

SUPPORT FOR AMBITIOUS PROJECTS

DARE TO EVOLVE

Some projects exceed the internal capacity of your accounting department due to their complexity, scale, or strategic nature. That’s where Plan-B comes in. We become an extension of your finance team to accelerate, structure, and secure complex projects that create value and propel your company to its next stage of growth.

Plan B

What we do

We drive the planning and delivery of major initiatives:

  • Business sales or acquisitions
  • Transaction potential validation
  • Full management of a buy or sell process
  • Major investment projects (new plant, expansion, etc.)
  • Shareholder buyouts
  • Grant and subsidy research
  • Post-acquisition integration

Our approach

We clarify the strategy, define selection criteria, search for and qualify targets, while structuring the financial terms. We negotiate with stakeholders, coordinate experts, and ensure frictionless integration. In short, we take on what exceeds internal capacity without adding weight to your structure.

Results for your organization

An acquisition or strategic project perfectly aligned with your objectives.
Minimized risks, maximized value, and a smooth process from start to finish.
Sustainable value creation and concrete solutions for your strategic projects or transition periods.

Plan B

FINANCIAL RESTRUCTURING / REORGANIZATION

THE RIGHT TURN, AT THE RIGHT TIME.

When financial pressure rises and your bank’s special loans department arrives with their consultants, we step in to restore balance and protect your interests. Such circumstances require swift, clear-sighted, and strategic action to ensure you have strong representation at the table. Plan-B intervenes to stabilize, restructure intelligently, and put the company back on solid foundations while protecting its value and ability to bounce back.

What we do

We intervene in critical situations:

  • Liquidity crisis
  • Cash flow under pressure
  • Poorly designed financial structure
  • Renegotiation of financial commitments
  • Creditor arrangement plans
  • Growth or downsizing management
  • Optimization of the cost of capital
  • Alternative financing strategies

Our approach

We operate in war room mode: fast, structured, and perfectly coordinated. We support senior management, mobilize a team of experts (trustees, lawyers, advisors), renegotiate commitments, restructure debt, and put in place the financial tools needed to regain control. The objective: stabilize first, readjust next, then rebuild on lasting foundations.

Results for your organization

A stabilized, sustainable, and better-protected company.
An optimized financial structure, reduced risks, and improved profitability.
The ability to weather the crisis, regain the confidence of partners, and start again on solid ground.

ACCOUNTING DEPARTMENT ASSESSMENT

RETHINK – REINFORCE – RELAUNCH

You should never have to wonder whether your numbers are reliable. When in doubt, there’s no doubt. In moments like these, you don’t need another report, you need an external perspective. Plan-B carries out a clear, objective, and structured assessment to get your department back on track.

Plan B

What we do

We perform a complete scan of the accounting department:

  • Financial structure
  • Processes and tools
  • Quality of financial information
  • Visibility on risks and opportunities

We then formulate concrete recommendations to evolve, strengthen, and modernize your finance function. If you wish, we also support you in implementing them.

Our approach

We analyze your current practices, observe operations, evaluate roles and flows, then clarify the current state of your department. We identify improvement levers, propose tailored solutions, and define priorities to strengthen your financial performance. A clear assessment, without jargon: just the useful truth.

Results for your organization

A precise understanding of the internal financial situation.
Concrete suggestions to optimize your processes, structure, and tools.
A greater ability to support growth, meet the requirements of financial partners, and reduce risks.

Plan B

INTERIM CFO / VP FINANCE

COUNT ON SOMEONE WHO KNOWS HOW TO COUNT

When a senior finance position is vacant, the burden falls on you: handling month-end closes, reporting to financial partners, and more. The cost of inaction increases every week. Plan-B provides a senior resource who is immediately operational to free up your agenda, stabilize the function, and give you the time to recruit at the right pace, without pressure. Experience first. Our team brings together seasoned CPAs who have held CFO, VP Finance, and financial director positions.

What we do

We offer a senior resource with an accounting designation to:

  • Replace a departure or leave
  • Provide a part-time role when a full-time VP is not needed
  • Support a finance department under pressure
  • Structure the finance function
  • Prepare for a fundraising, acquisition, or audit
  • Optimize accounting and financial processes
  • Implement dashboards and key performance indicators (KPIs)
  • Manage relationships with investors and banks

Our approach

We take charge of financial strategy, budgets, forecasts, and cash-flow management. We put in place the tools, indicators, and processes needed to stabilize and structure the finance function. We co-pilot alongside you in a pragmatic, flexible manner perfectly adapted to your reality.

Results for your organization

High-level expertise without the commitment of a full-time CFO.
A stabilized, structured finance function better aligned with your ambitions.
Improved visibility, reduced risks, and increased capacity to support your growth, reorganization, or acquisition projects.

What if your next growth lever was no longer your market… but your organization?

Let’s talk about it.

514.871.0737

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