Business Consulting

The pace of change in today’s marketplace is unrelenting. Rapid economic shifts. Abrupt fluctuations in market demand. Emerging technologies. New legislation. Influences such as these require business leaders to respond quickly, decisively and accurately.

Blue Ocean Professional Corporation focus on the mid-market and helps entrepreneurs and their management teams effectively assess, develop and manage strategic initiatives – through every part of the business life cycle and type of market condition.

Our Business Consultant is responsible for the success of the initiatives conducted on behalf of every client. Whatever is needed to succeed – expertise, tools, resources.


We provide services:


Corporate Financing

Business Strategy

Scientific Research and Experimental Development ( SR&ED)

Corporate Financing
The right kind of financing at the right time can be critical at many stages of the life cycle of a business. Growth. Restructuring. An acquisition. Management buyout. Debt refinancing. A merger. Recapitalization. All are reasons why middle-market companies may require capital.

But what is the best form of funds? And how can you access them when you need them?

We have been helping entrepreneurs and their management teams achieve their strategic goals by developing effective financing arrangements with a broad array of traditional and non-traditional investors and lenders. We provide services:

  • Develop financing structures
  • Identify appropriate lenders/investors
  • Provide introductions to financing sources
  • Develop business financing plans
  • Assist with presentations to lenders/investors
  • Support financing negotiations.


Our Business Consultants can connect you with best financing options:

  • Lines of credit
  • Term loans
  • Mortgages
  • Leases
  • Factoring
  • Secured and unsecured loans
  • Asset-based loans
  • Mezzanine/convertible loans
  • Long-term fixed coupon notes
  • Securitized assets
  • Public equity
  • Venture capital
  • Public-private partnerships


From the most appropriate lenders:

  • Senior secured lenders
  • Asset-based lenders
  • Factoring companies
  • Second secured lenders
  • Private equity funds
  • Venture capital firms
  • Angel investors
  • Government
  • Labor-sponsored funds
  • Distressed funders


Blue Ocean Professional Corporation knows the capital markets and the funders who can meet the needs of our clients with timely, creative, appropriate financing arrangements.

Business Strategy

At virtually every stage of a business, owners face challenges and changes:

  • Expansion into a new market
  • Integrating an acquisition
  • Restructuring
  • Selling part of the business
  • Adapting to a major new competitor
  • Adjusting to new technologies
  •  Planning for retirement


Our Business Consultants can guide you through the decisions required to build corporate value and maximize profitability. We offer the following services to help your management teams resolve challenges, deal with change and achieve your vision:

  • Strategic planning
  • Feasibility studies
  • Business plans
  • Functional plans (financial, operations, information technology, human resources, marketing)
  • Financial projections
  • Cost-benefit analyses and economic impact assessments
  • Operational reviews
  • Succession planning
  • Family succession planning


Whether you want to expand, divest, merge, adapt or improve part or all of your operations, our Business Consultants have the diverse expertise and strategic perspective to reveal opportunities and achieve results.


Scientific Research and Experimental Development ( SR&ED)
The Canadian Scientific Research & Experimental Development (SR&ED) program offers some of the most generous incentives in the world. Our Business Consultants can help you figure out how you can access them.


SR&ED tax incentives

When you are looking for ways to raise funds to help you develop or improve products or processes, consider how much money you are currently leaving on the table. The SR&ED program’s tax incentives may apply to activities that are already taking place.


Under Canadian tax law, the key benefits of qualifying SR&ED expenditures include:

  • Eligibility for investment tax credits (ITCs) can reach up to 35% of eligible expenses federally; they may reduce tax payable or, for certain Canadian-controlled private corporations, be fully refundable in cash
  • A full tax deduction in the year the expenditures are incurred may even apply to R&D capital assets, purchased before 2014, that are not just for regular commercial use
  • The ability to “pool” SR&ED expenditures, which enables you to indefinitely carry forward these deductions to the extent that they are not currently needed
  • Most provinces offer additional incentives for qualifying activities which increase the benefits of filing a claim; effectively combined federal and provincial rates on labor, with proxy overheads added, can often exceed two-thirds of the underlying costs


SR&ED activities are not limited to those taking place in a traditional research lab. Most claims are for experimental development, which often takes place right on the shop floor. Although a project may start in a lab, it will not be completed there.