Our Services | Business Consulting

Our Consulting Services

Explore our comprehensive range of services tailored to meet the unique needs of tech startups and small to medium-sized enterprises (SMEs).

Services for Startups

Business Plan Writing
We understand the critical role a well-written business plan plays in launching a successful startup. Our team of experienced consultants and advisors goes beyond simply filling in templates; we partner with you to develop a strategic roadmap that secures funding, attracts investors, and propels your venture forward.

Industry Expertise: Our team boasts a diverse background in various industries, ensuring your plan resonates with your target market and potential investors.

Collaborative Approach: We work closely with you to understand your vision, target audience, competitive landscape, and financial goals. This collaborative process ensures your plan reflects your unique business model.

Compelling Content: We craft clear, concise, and persuasive written content that captures the essence of your startup and its growth potential.

Financial Projections: Our team can help you develop realistic financial projections, including revenue forecasts, expense breakdowns, and break-even analysis, to demonstrate your venture’s economic viability.

Investor-Ready Packaging: We present your business plan in a professional and polished format that adheres to industry standards and investor expectations. This includes an executive summary, a clear table of contents, and high-quality visuals.
Grant Writing
Grant writing requires a keen understanding of your company’s unique value proposition. Our team specializes in articulating your vision, ensuring that your proposals not only meet the criteria necessary to secure grants but also stand out in highly competitive fields.

Alignment with Grant Objectives: We meticulously tailor your proposals to align with the specific objectives and priorities of funding bodies, ensuring your project’s goals resonate with their funding criteria.

Clarity and Conciseness in Writing: Our experts craft clear, concise, and compelling grant proposals, emphasizing the uniqueness and potential impact of your project to stand out in a competitive funding landscape.

Innovative and Impactful Concepts: We highlight your project’s innovation and potential to make a significant impact in your field, drawing the attention of grant reviewers to the value and novelty of your idea.

Comprehensive Research Planning: We detail your research methodology and planning, demonstrating thorough preparation and a strong foundation for your proposed work.

Rigorous Budgeting and Justification: Our team prepares detailed budgets with clear justifications for each expense, ensuring transparency and enhancing the credibility of your proposal.

Active Stakeholder Engagement: We emphasize your commitment to engaging with relevant stakeholders, showing that your project has the support and collaboration necessary for success.

Sustainable Future Strategies: Our proposals include sustainable strategies for project continuation beyond the grant period, showcasing your project’s long-term viability and impact.

Ethical Considerations: We address all relevant ethical considerations, ensuring your project adheres to the highest standards of research integrity and ethics.
SR&ED Applications
Our specialists help you maximize your eligibility for tax incentives, ensuring you take advantage of government programs designed to support innovation. From documentation to submission, we guide you through the Scientific Research and Experimental Development (SR&ED) application process to maximize your returns and reinvest in your startup’s growth.

Identify Eligible Projects: We start by identifying projects and expenditures that qualify for SR&ED tax incentives, focusing on activities that advance scientific knowledge or achieve technological improvements.

Prepare Comprehensive Documentation: Our team crafts detailed technical reports demonstrating how your projects meet the SR&ED criteria, emphasizing the systematic investigation and experimental development aspects.

Develop Strong Financial Claims: We meticulously prepare financial documentation to support your SR&ED claim, ensuring every eligible expense is accounted for and properly justified.

Ensure Alignment with SR&ED Policies: Our experts stay abreast of the latest SR&ED policies and guidelines to ensure your claim is fully compliant and optimized for the current regulatory environment.

Provide Audit Support: In the event of a CRA review, we connect you with qualified external auditors and offer guidance throughout the process, ensuring the necessary evidence is presented to substantiate your claim.

Foster a Proactive SR&ED Strategy: Our approach is not just reactive; we work with you to implement strategies for documenting and tracking SR&ED activities in real-time, ensuring you’re always prepared for your subsequent claim.
Pitch Deck Design
A compelling pitch deck is a crucial aspect of any startup’s portfolio. Our team will design a concise, visually engaging pitch deck and train your executives on how to present and distribute the material most effectively.

Strategic Storytelling: We translate your complex business idea into a clear and compelling narrative that resonates with investors and non-experts.

Investor-Centric Design: We prioritize elements that matter most to investors, highlighting your market opportunity, competitive advantage, and financial projections.

Visually Appealing Design: We create a visually stunning presentation using modern design principles, high-quality visuals, and impactful data visualization.

Data-Driven Approach: We ensure your pitch deck is backed by compelling data and market insights, thereby strengthening your credibility.

Delivery Coaching: We offer coaching sessions to refine your delivery style and ensure you present with confidence and clarity.
Venture Capital (VC) Introductions
Private investment is a cornerstone of successful expansion. We work with your team to identify key needs and introduce your business to private investors who provide the highest chance of successful funding.

Tailored Approach: We take the time to understand your unique business model, funding needs, and target investor profile. This ensures we connect you with VCs who are the perfect fit for your startup.

Warm Introductions & Credibility: Our established relationships with VCs allow us to make warm introductions that carry significant weight and enhance your credibility in their eyes.

Strategic Pitch Development: We collaborate with you to refine your story, ensuring it resonates with your target investment criteria.

Negotiation & Deal Support: We provide ongoing guidance and support throughout the negotiation process, maximizing your chances of securing a favorable funding agreement.
Team Building & Talent Acquisition
Building a successful startup begins with assembling the right team. Our talent acquisition services go beyond traditional recruitment. We focus on identifying individuals whose skills and values align with your company culture. Whether you need technical expertise, creative minds, or leadership talent, we streamline the hiring process to ensure you attract and retain the best fit for your team.

Deep Startup Expertise: We understand the unique challenges and opportunities startups face in today’s competitive talent market.

Strategic Talent Acquisition: We go beyond simply filling open positions. We develop a customized talent acquisition strategy aligned with your business goals and long-term vision.

Employer Branding & Candidate Attraction: We help you craft a compelling employer brand that resonates with top talent and attracts qualified candidates who share your vision.

Team Building & Development: We design and facilitate engaging team-building activities and programs to foster collaboration, communication, and a strong team culture.
Networking
Our networking services are designed to expand your reach within relevant industry circles. From industry events to online platforms, we help you build meaningful connections with potential partners, mentors, and collaborators.

Targeted Introductions: Traditional networking methods can be time-consuming and inefficient. We leverage our established relationships to make warm introductions that position you in front of influential figures within your industry and government agencies.

Unlock Exclusive Resources: Through our partnerships, you gain access to a wealth of resources designed to propel your startup forward. These resources range from accelerator programs to valuable market validation insights and mentorship opportunities.

Fast-Track to Funding: Securing funding remains a significant hurdle for many startups. Our network opens doors to potential investors and funding opportunities that could be challenging to access independently.

Talent Acquisition: Connecting with organizations can streamline your talent acquisition efforts by connecting you with rich talent pools and streams from educational and research institutions.

Enhanced Credibility: Being associated with established organizations instantly bolsters your startup’s reputation and provides a competitive edge.

Partnership Facilitation: We serve as your bridge, facilitating productive dialogue and collaboration between your business and key stakeholders within the startup ecosystem.

Ongoing Guidance: Building a network is merely the first step. We provide continuing support to help you leverage your connections, build lasting relationships, and extract maximum value from your network.
Financial Services
We offer a range of financial services designed to provide your business with a solid financial foundation. From establishing controls to creating multi-year projections, we provide a range of options, thanks to the expertise of our experienced CPAs.

Financial Modeling & Projections: We create detailed, investor-grade models that include cash flow forecasts, revenue projections, cost structures, and funding runway analysis.

Budget Planning & Tracking: We help you develop and manage your operating budget, track actuals, and align expenditures with key business milestones.

Cap Table & Equity Strategy: We assist with capitalization (cap) table modeling, equity allocation planning, and dilution scenarios in preparation for future fundraising efforts.

Investor & Grant Reporting Support: We create financial statements and summaries that meet the standards of VCs, angel investors, and government funding programs.

KPI Dashboards & Metrics: We help you define and monitor the key performance indicators (KPIs) that matter most to your investors and internal decision-making.
Marketing & Sales Strategy
From market entry strategies to scalability plans, we work closely with you to uncover opportunities and mitigate risks, ensuring your business is prepared to face any potential risks & challenges.

Holistic Approach: We analyze your business goals, target market, and competitive landscape to craft a cohesive strategy that unites business objectives with winning sales tactics.

Customer-Centric Alignment: We ensure your sales strategy directly addresses customer needs and aligns seamlessly with your broader business goals.

Value Proposition Optimization: We refine your value proposition to maximize its impact, providing your sales team with a clear and compelling message that resonates with customers.

Sales Channel Development: We help you identify and optimize the most effective sales channels to efficiently reach your target audience.

Data-Driven Sales Enablement: We equip your sales team with data-driven insights to optimize lead generation, conversion rates, and customer retention.
IP Strategy
Protecting your intellectual property (IP) is essential in the competitive startup ecosystem. Our experts help you establish a robust IP strategy and work closely with you to identify, document, and secure your innovations.

IP Strategy Development: We work closely with your team to align your IP efforts with your overall business model, funding strategy, and long-term competitive positioning. This includes identifying patentable innovations, deciding when and what to protect, and outlining a clear roadmap for future filings.

Preliminary Patent Application Support: We assist you in preparing the necessary documentation, drafting technical descriptions, and organizing invention disclosures to streamline the handoffs to legal experts. Our support ensures your initial filings are thoughtful, well-scoped, and grounded in your commercialization plans.

Freedom to Operate (FTO): We assist with high-level reviews of the competitive IP landscape and help you understand the risks associated with potential infringement. These assessments offer strategic insights into where your technology aligns within the broader patent ecosystem.

Referral to Patent Professionals: When you’re ready for formal filings or legal opinions, we connect you with trusted IP professionals for provisional or PCT applications. We remain involved as needed to ensure technical accuracy and strategic consistency throughout the process.
Company Formation
For those who are in the early stages of turning their idea into reality, we guide you through the process of registration and incorporation, ensuring you are connected with the right legal teams to build a solid foundation for your business.

Entity Selection: Our team helps you choose the most suitable business structure (sole proprietorship, partnership, or corporation) based on your specific needs and goals.

Federal vs. Provincial Incorporation: We guide you through the intricacies of federal and provincial incorporation, ensuring you register in the appropriate jurisdiction for your business operations.

Name Reservation & NUANS Report: We assist you in securing your desired company name and obtaining a NUANS name search report to verify its availability.

Articles of Incorporation Preparation: Our team drafts your Articles of Incorporation, outlining the core structure and governance of your company.

Liaison with Government Agencies: We handle communication and filings with the appropriate government authorities to expedite the incorporation process.

Business Permit & License Assistance: We help you identify and obtain any necessary business permits and licenses required to operate.
Foreign Company Expansion to Canada
We specialize in helping companies from overseas move their operations to Canada. Through this route, we can assist with the immigration of company executives and key employees using methods such as Canada’s intra-company transfer program.

Expert Immigration Strategy: We develop a customized immigration plan that considers the needs of your entire team and leadership.

Trusted Network of Immigration Partners: We connect you with a network of experienced immigration specialists who excel in securing work permits and navigating exemptions for your team.

Business Establishment & Legal Support: Our network of legal experts guides you through the intricacies of establishing your business in Canada, ensuring compliance with all legal and regulatory requirements.

Government Liaison & Advocacy: Leverage our network and expertise to navigate government agencies and access valuable resources for your startup.

Funding & Investment Connections: We connect you with potential investors and funding opportunities within the Canadian ecosystem.

Networking & Community Integration: Gain access to our network of industry experts, mentors, and fellow entrepreneurs to foster your startup’s growth.
R&D Services
Our team comes from a diverse range of science and engineering fields, bringing a wealth of experience from operational and executive positions in startups and various industry sectors. Our team and advisors are dedicated to supporting your business in research and development (R&D), project management, prototyping, market strategies, and more.

Technical Advisory Services: Our advisors possess extensive experience and come from diverse educational backgrounds. Having worked in startup environments, they are uniquely positioned to provide excellence in advisory services and guide you through your technical challenges.

Solution Architecture Design: Our team will work closely with you to design robust solution architectures tailored to your specific needs. This includes selecting the right technology stack, designing scalable system architectures, and ensuring your technology choices align with your business goals.

Product Development Support: Our experts provide comprehensive support throughout your product development process, from ideation to launch. We help refine your product concept, develop prototypes, and implement state-of-the-art methodologies to accelerate your prototyping and product development cycle.

Startup-Focused Project Management: Tailored for the dynamic and fast-evolving startup landscape, our project management solutions are designed to address the distinct challenges and rapid shifts that startups encounter. Collaborating with your team, we provide comprehensive strategies for effective project planning, operational cost reduction, execution, and continuous monitoring.
ESG Consulting
ESG is rapidly becoming one of the most important aspects of modern business. Our team boasts a wealth of experience in GRC (Governance, Risk, Compliance) and specializes in ESG (Environmental, Social, Governance) principles. We will ensure your startup is prepared for the ever-evolving regulations and constraints that every company will face. Here’s how embracing ESG will benefit your business:

Attract Investors & Talent: Today’s investors and top talent increasingly seek companies committed to sustainability and social responsibility. A strong ESG foundation positions you as a leader in this new wave.

Manage Risk & Build Resilience: Proactive ESG practices help identify and mitigate environmental, social, and governance risks, safeguarding your business for the long term.

Future-Proof Your Business: By integrating sustainability into your core operations, you ensure your company is adaptable and prepared to meet future challenges.

Boost Brand Reputation: Consumers are more conscious than ever. Demonstrating your commitment to ESG fosters brand loyalty and trust.

Our approach is designed to be:

Scalable: We create a customized ESG roadmap that grows with your business, starting with foundational elements.

Actionable: We provide practical guidance and resources to implement ESG practices that make a real difference.

Auditable: As sustainability reporting requirements develop, the need for auditable efforts to adhere to ESG principles will become a necessity. We work with your team to establish controls that will stand the test of time.

Services for

SMEs

Our services for SMEs are rooted in the principles of Lean thinking. We believe Lean is far more than a set of tools. It is a comprehensive management philosophy that integrates governance systems, organizational culture, and continuous improvement practices. Successful Lean implementation requires structured alignment across every layer of the organization, from executive leadership to frontline operations, to ensure long-term engagement, accountability, and results.

We bring globally recognized Lean methodologies and world-class best practices to Canadian enterprises. Our mission is to help SMEs eliminate waste, optimize operations, empower their teams, and drive sustainable growth in an increasingly competitive marketplace. To deliver meaningful results, we combine these proven frameworks with modern innovation, integrating emerging tools such as Generative AI (GenAI) and real-time analytics into our clients’ workflows. This balanced approach allows us to deliver smarter, faster, and more adaptable solutions tailored to today’s evolving business landscape.

What is Lean?

Lean is a systematic and measurable approach to:

Respect Employees & Promote Continuous Learning

Deliver High-Quality Products & Services

Improve Organizational Performance

Enhance Customer Satisfaction

Eliminate Non-Value-Added Activities

On-Site Lean Transformation Projects
We deliver hands-on, on-site Lean transformation projects tailored to your organization’s unique challenges and objectives. Working closely with both leadership and frontline teams, we identify operational inefficiencies, implement targeted improvements, and embed a culture of continuous improvement. Our immersive approach drives measurable outcomes, including reduced lead times, waste elimination, and improved communication. This leads to enhanced productivity and stronger employee engagement.

How We Do It:

Value Stream Mapping (VSM): Identify and visualize current-state workflows and areas of waste.

Kaizen Events: Facilitate rapid improvement workshops to target specific pain points.

Gemba Walks: Observe real-time operations to understand issues from the ground level.

5S Implementation: Create organized, efficient, and safe work environments.

Standard Work & Visual Management: Establish clear expectations and performance visibility.
Lean Assessments & Strategic Deployment
Our Lean assessments provide a structured, data-driven analysis of your current operations, pinpointing inefficiencies and evaluating your readiness for transformation. Using proven diagnostic frameworks, we assess key performance drivers and collaborate with leadership to develop a strategic deployment plan that drives results. This ensures your Lean initiatives are aligned with business objectives, resourced effectively, and supported by a roadmap that enables long-term, scalable change.

How We Do It:

Lean Maturity Model: Evaluate where your organization stands on the Lean journey.

Root Cause Analysis (e.g., 5 Whys, Fishbone Diagrams): Identify and address systemic issues.

Gap Analysis & Performance Metrics: Assess operational performance vs. industry benchmarks.

Hoshin Kanri (Policy Deployment): Align strategy with execution across departments.

A3 Planning: Develop structured improvement plans with clear objectives and outcomes.
AI-Enhanced Diagnostics & Lean Roadmaps
We integrate traditional Lean methodologies with emerging technologies such as Generative AI (GenAI) and real-time analytics to elevate your operational strategy. Our advanced diagnostic tools pinpoint where intelligent automation can enhance decision-making, streamline workflows, and more effectively reveal root causes. We then co-develop a forward-looking Lean roadmap that is tech-enabled, tailored to your business priorities, and built for scalability.

How We Do It:

Digital Process Mapping: Capture and analyze process data in real time.

AI-Assisted Root Cause Detection: Leverage machine learning for predictive insights.

Process Mining Tools: Extract performance data from existing IT systems.

KPI Dashboards & Real-Time Analytics: Monitor performance and trigger proactive actions.

Scenario Modeling: Use AI to simulate the impact of proposed changes before implementation.
Lean Excellence Benchmarking Visits
To accelerate learning and spark innovation, we curate benchmarking visits to high-performing organizations that exemplify Lean excellence. These structured visits offer firsthand exposure to best-in-class Lean practices, direct interaction with practitioners, and actionable insights that your team can apply. Each visit is customized to match your industry and goals, providing proven benchmarks and fresh inspiration to advance your Lean transformation.

How We Do It:

Customized Itineraries: Select host organizations based on your sector and strategic goals.

Pre-Visit Briefings: Set learning objectives and prepare participants for maximum impact.

Structured Observation Checklists: Focus your team’s attention on key Lean practices.

Post-Visit Reflection & Action Planning: Translate insights into actionable next steps.

Ongoing Knowledge Sharing: Facilitate peer learning and sustain improvements post-visit.
Training & Certification Programs
In partnership with the Lean Gulf Institute (LGI), we offer tailored training and certification programs designed to build internal Lean capabilities and empower teams to drive transformation from within. These programs are ideal for organizations looking to upskill groups of 12 or more employees across departments. We deliver engaging workshops, seminars, and credential-based courses that combine Lean theory with real-world application, ensuring participants gain the skills, mindset, and confidence needed to lead continuous improvement efforts.

How We Do It:

Lean Bronze Certification (SME, USA): Industry-recognized credential for Lean practitioners across manufacturing and service sectors.

Lean Construction Management Credentials: Specialized training for the construction industry, focusing on flow, pull planning, and waste reduction in project delivery.

Customized In-House Workshops & Seminars: Interactive sessions aligned with your operational goals and industry challenges.

Train-the-Trainer Programs: Build internal champions to sustain Lean momentum.

Case-Based & Simulation Learning: Applied exercises based on real scenarios to reinforce core Lean concepts and tools.
Lean-Driven Risk Management
We integrate Lean principles with risk management to help organizations proactively identify, assess, and manage operational and strategic risks. By embedding risk thinking into daily workflows and continuous improvement efforts, we empower teams to prevent value loss and respond more effectively to uncertainty.

How We Do It:

Risk Mapping with Value Streams: Link risk exposure directly to operational flows and core processes.

Failure Modes & Effects Analysis (FMEA): Prioritize and mitigate potential failures before they impact performance.

Bowtie Analysis & Root Cause Tools (5 Whys, Fishbone): Understand risk sources and implement systemic controls.

Risk-Based Thinking in Daily Management Systems: Embed risk identification and escalation in regular routines.

Integration with ERM Frameworks: Align Lean efforts with Enterprise Risk Management (ERM) register, reporting, and strategic planning.
Lean Project Management
We offer short-term, high-impact project management services tailored to engineering-focused industries. Whether your organization follows Waterfall, Agile, or hybrid methodologies, our team becomes an extension of yours, delivering expert support through both on-site and remote engagement. Our PMP-certified team brings technical depth and cross-functional experience to ensure project success from planning to execution.

Industries We Support:

Engineering & Infrastructure

Advanced Manufacturing

CleanTech & Energy

HealthTech & MedTech

Electronics & Automation

Water & Environmental Technologies

What We Deliver:

On-Demand Project Managers: Deploying certified PM professionals embedded within your teams to support project delivery.

Execution Excellence: Structuring, scheduling, and executing projects with clear milestones, stakeholder alignment, and accountability systems.

PMO & Governance Support: Establishing or refining project governance models, risk registers, issue logs, and change control systems.

Lean & Agile Integration: Applying the right blend of Lean, Agile, and traditional PM methods based on your project type and environment.

Capital Project Oversight: Supporting industrial and capital-intensive projects with phase-gate planning, commissioning, and handover best practices.

Risk Assessment & Mitigation: Identifying, prioritizing, and proactively managing risks throughout the project lifecycle to minimize disruption and cost overruns.

Resource & Budget Planning: Aligning workforce capabilities with project scope and constraints while ensuring transparency in cost management.

Performance Dashboards & KPI Monitoring: Setting up real-time reporting tools and data-driven dashboards to enhance visibility and decision-making.

Troubleshooting & Turnaround: Helping companies recover troubled projects with root cause analysis, recovery planning, and team re-alignment.

We focus on delivering outcomes, not just templates or reports. Whether you’re scaling up operations, launching a new product line, or optimizing legacy systems, we bring structure, speed, and precision to help your projects succeed on time and on budget.
Interim Executive Services
For SMEs (and startups) navigating key growth phases, transitions, or leadership gaps, hiring full-time executives isn’t always immediately feasible. That’s where our Interim Executive Services come in. We step in to serve as Interim CEO, COO, CFO, CTO, or other key leadership roles, providing hands-on strategic and operational leadership to keep your business on track.

Why Companies Choose Our Interim Executives:

Bridge Leadership Gaps: Step in quickly during leadership transitions, executive exits, or periods of organizational restructuring.

Accelerate Growth: Guide strategic initiatives such as market expansion, new product development, or process optimization.

Professionalize Operations: Implement systems, structures, and performance metrics to improve efficiency and prepare for scale.

Investor & Board Readiness: Support fundraising efforts, develop investor decks, refine financial models, and strengthen governance.

Financial Oversight: Improve budgeting, cash flow management, and reporting through experienced interim CFO support.

Technology & Product Leadership: Provide technical oversight and team management through experienced interim CTOs and CPOs.

Crisis Management: Navigate uncertainty with strong, seasoned leadership that restores confidence and focuses on execution.
Board Member Services
Building a strong board is essential to long-term business success. At AdvaTech, we provide seasoned professionals to serve as independent or advisory board members for SMEs (and startups) seeking strategic direction, governance support, and a broader perspective. Our board-level advisors bring cross-functional expertise across innovation, finance, operations, GRC, commercialization, and fundraising, helping you make smarter decisions and avoid common pitfalls.

How We Support Your Boardroom:

Governance & Compliance (GRC): Strengthen oversight, enforce accountability, and align decision-making with internal controls, risk frameworks, and legal compliance.

Risk Oversight: Help identify, assess, and mitigate strategic, operational, and financial risks.

Strategic Planning: Contribute to long-term strategy formulation, market positioning, and growth trajectory reviews.

Startup & Scale-Up Advisory: Provide guidance on go-to-market strategy, product-market fit, and scaling operations.

Fundraising Support: Advise on capital structure, investor readiness, and due diligence processes for venture capital (VC) and private equity (PE) investments.

M&A and Exit Planning: Offer guidance on acquisition opportunities, partnership deals, and exit readiness.