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Segal GCSE serves as advisor for several recent transactions and valuations

Recently, our Valuation & Transaction Advisory (VTA) team has been quite busy, executing several transactions and valuations for clients in a diverse range of industries across Canada. In this edition of our Insider blog, we look at the services provided by our VTA team, as well as some client success stories. For confidentiality, identifying names and details have been removed.

Transaction advisory

We work closely with clients throughout the buying/selling process to optimize efficiency and value. For those seeking to divest of business interests, we help ensure a seamless transaction. Our support includes identifying potential acquirers, preparing marketing materials, negotiating price and structure and managing due diligence. Drawing on our deep experience and knowledge of the sales process, we were instrumental in the following transactions:

  • Advised shareholders of a top janitorial services provider on the sale of shares to a multinational, private equity‑backed acquirer
  • Advised the owner of an Ontario‑based boat and recreational vehicle retailer during negotiations with a potential purchaser
  • Advised shareholders of an engineering company on price, structure and other transaction matters in connection to a U.S.‑based strategic acquirer
  • Assisted shareholders of a food ingredients company in connection with a sale of their shares to a financial buyer

Business valuation

We provide clients with an objective perspective on their business. Our advisory team has evaluated hundreds of sole proprietors, partnerships, corporations and franchises. In each case, we thoroughly assess the entity to determine the most accurate appraisal, eliminating uncertainty or surprises down the road. Our recent business valuation work includes:

  • For tax purposes, valuation of a large operating company in the landscaping space with intellectual property and operations across North America
  • For tax purposes related to charitable disbursement requirements, valuation of a large land development company held by a foundation
  • For matrimonial purposes, valuation of a franchisee in the home improvement industry
  • Valuation of a rapidly growing niche consulting company to facilitate development of an employee stock option plan
  • For strategic planning purposes, valuation of a branded fashion company selling into the U.S. and Canadian markets
  • For transaction support purposes, valuation of a commercial business controlled by a not‑for‑profit entity
  • For strategic planning purposes, valuation of a geographically diverse niche professional services and technology company

Ultimately, whether it’s transaction or valuation advisory, we understand no two situations are the same. Each client is unique and treated as such by our dedicated team of professionals. Should you have any questions about the transaction and/or valuation process, simply contact us.

Nothing is more valuable than sound advice

For more information:

Nathan Treitel
Managing Director – Valuation and Transaction Advisory
416.798.6916

NTreitel@segaladvisory.com

Administrative Assistant

Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Our firm is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment, all with a focus on providing clients best in class client service.

Responsibilities

  • Format, proofread and assemble compilation, review and audited financial statements using Caseware/Caseview and the tasks related to the preparation and assembly of financial statement packages.
  • Preparation of financial statements, trusts and other annual filing and reports for clients.
  • E-file corporate tax returns and monitor status and acknowledgements.
  • Supporting processes to ensure accurate client and engagement management data and filing engagement documentation a paperless environment.
  • Generate and finalize work in process and billing for multiple partners and managers.
  • As a part of the service team, responsible for supporting the firm’s partners and first-line client service including responding to team and client inquiries.
  • Prepare and edit reports, proposals, marketing materials and other communications.
  • General administrative functions including occasional back-up for Operations team as required during year
  • Relieve Receptionist, as necessary.
  • Provide general administrative support to partners and team members.
  • Other duties, as required.

Qualifications

  • Minimum of 3 years’ relevant work experience in a public accounting firm.
  • Graduate of an Office Administration Program, or the equivalent combination of education and/or related experience.
  • Advanced knowledge of Microsoft Office software including Word, Excel, and PowerPoint. Experience creating charts and diagrams with Visio an asset.
  • Demonstrated proficiency with Caseware, Caseview and TaxPrep or similar software.
  • Strong written and verbal communication skills, including spelling, grammatical and proof-reading ability.
  • Superior organization and time management skills.
  • Good judgement and analytical skills, with a focus on attention to detail.
  • Excellent interpersonal skills and demonstrated ability to effectively work with others by sharing information and providing peers with assistance as needed.
  • Experience working with professionals in a fast-paced environment, with tight deadlines.
  • Flexible and able to work overtime during peak periods.
  • Strives to deliver an exceptional client service experience.

This position represents a significant opportunity for those looking to advance their career by playing a major role in a growing organization, and who have the curiosity and interest in exposure to a broad range of clients, industries, and assignments.

To submit your resume for this position, please contact us by email here.

Manager, Assurance

As a Manager on Segal GCSE’s assurance team, you will focus on supporting entrepreneurial business owners in a diverse range of industries. You are a self-managed professional motivated to provide clients an outstanding level of client service within a team-based environment.

Key Responsibilities

  • In consultation with partners and engagement teams, plans, organizes, and controls multiple responsibilities and resources to achieve Audit, Review and Notice to Reader engagement objectives.
  • Reviews engagement file, financial statements, and appropriate income tax returns
  • Review of corporate tax returns; identify and propose solutions to corporate tax issues.
  • Participate in performing assurance procedures with a focus on the most current standards.
  • Monitors multiple projects and deadlines
  • Builds and nurtures strong working relationships with clients, peers, and team.
  • Delegates effectively and contributes to a motivated and empowered work team. Shares and transfers knowledge within the team.
  • Develops an understanding of the client’s industry and opportunities, issues and trends that impact their market or sector
  • Develops people by encouraging continuous learning, delegating effectively, and supporting the team to take ownership and accountability to clients and their colleagues. Leads by example
  • Generate new business opportunities.

Professional Skills, Attributes and Education

  • Canadian CPA/CA designation or reciprocal CPA/CA designation recognized with CPA is mandatory
  • Minimum of 5 to 7 years of relevant experience in an accounting firm
  • Demonstrated technical knowledge and skills with experience in all reporting standards and Canadian personal and corporate tax
  • Excellent project management skills
  • Advanced written and verbal communication skills
  • Strong interpersonal and relationship building skills
  • The ability to lead, coach, motivate and direct a team of people
  • Team player with a positive ‘can do’ approach
  • Creative problem solving and experience in delivery of quality client service

This position represents a significant opportunity for those looking to advance their career by playing a major role in a growing organization, and who have the curiosity and interest in exposure to a broad range of clients, industries, and assignments.

To submit your resume for this position, please contact us by email here.

Senior Manager, Assurance

Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Segal GCSE is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment, with a focus on providing best in class client service.

As a Manager on Segal GCSE’s assurance team, you will focus on supporting entrepreneurial business owners in a diverse range of industries. You are a self-managed professional motivated to provide clients an outstanding level of client service within a team-based environment.

Key Responsibilities

  • In consultation with partners and engagement teams, plans, organizes, and controls multiple responsibilities and resources to achieve Audit, Review and Notice to Reader engagement objectives.
  • Reviews engagement file, financial statements, and appropriate income tax returns
  • Review of corporate tax returns; identify and propose solutions to corporate tax issues.
  • Participate in performing assurance procedures with a focus on the most current standards.
  • Monitors multiple projects and deadlines
  • Builds and nurtures strong working relationships with clients, peers, and team.
  • Delegates effectively and contributes to a motivated and empowered work team. Shares and transfers knowledge within the team.
  • Develops an understanding of the client’s industry and opportunities, issues and trends that impact their market or sector
  • Leads by example through encouraging continuous learning, delegating effectively, and supporting the team to take ownership and accountability to clients and their colleagues.
  • Generate new business opportunities.

Professional Skills, Attributes and Education

  • Canadian CPA/CA designation or reciprocal CPA/CA designation recognized with CPA is mandatory
  • Minimum of 8 years of relevant experience in an accounting firm
  • Demonstrated technical knowledge and skills with experience in all reporting standards and Canadian personal and corporate tax
  • Superior project management skills
  • Working proficiency in Microsoft Office including Word, Excel and PowerPoint is essential
  • Advanced written and verbal communication skills
  • Strong interpersonal and relationship building skills
  • The ability to lead, coach, motivate and direct a team of people
  • Demonstrate a collaborative team-player mindset
  • Creative problem solving and experience in delivery of quality client service

This position represents a significant opportunity for those looking to advance their career by playing a major role in a growing organization, and who have the curiosity and interest in exposure to a broad range of clients, industries, and assignments.

To submit your resume for this position, please contact us by email here.

Senior Accountant, Assurance

Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Segal GCSE is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment, with a focus on providing best in class client service.

The Senior Accountant, Assurance is responsible to apply sound practices and methodologies to conduct audits and review engagements. Reporting to Partners, Principals and Managers, the Senior Accountant, Assurance leads the fieldwork team, coaches and mentors junior team members and is a self-managed professional motivated to provide clients an outstanding level of client service within a team-based environment.

Key Responsibilities

  • In consultation with the engagement manager plans, organizes, and controls multiple responsibilities and resources to achieve Audit, Review and Notice to Reader engagement objectives.
  • Prepares engagement file, financial statements, and appropriate income tax returns.
  • Monitors multiple projects and deadlines.
  • Builds and nurtures strong working relationships with client management and peer client levels.
  • Delegates effectively and contributes to a motivated and empowered work team. Shares and transfers knowledge within the team.

Professional Skills and Education

  • CPA, CA or degree qualification and relevant professional accreditation
  • Three or more years’ experience in a public accounting firm
  • Demonstrated technical knowledge and skills with experience in all reporting standards
  • General knowledge of personal and corporate tax
  • Strong interpersonal and relationship building skills
  • Developing strong project management capabilities
  • The ability to coach, motivate and direct a team of people
  • Team player with a positive ‘can do’ approach
  • Creative problem solving and experience in delivery of quality client service
  • Excellent verbal and written communication skills
  • Working proficiency in Microsoft Office including Word, Excel, and PowerPoint, is essential.
  • Strong attention to detail.
  • Ability to remain organized.

This position represents a significant opportunity for those looking to advance their career by playing a major role in a growing organization, and who have the curiosity and interest in exposure to a broad range of clients, industries, and assignments.

To submit your resume for this position, please contact us by email here.