Planning | Insight | Strategy
SERVICES
We provide a full range of services to help you take your idea or business to the next level.
Business Planning
We'll help create a detailed business plan that describes the objectives, strategies, and actions required to earn investor support and achieve long-term success.
Strategy Development and Implementation
We work closely with you to align your objectives with effective strategies, identify key opportunities and challenges, develop initiatives, and establish actionable performance metrics.
Modelling and Forecasting
We use advanced analytical tools and techniques to help you make informed decisions. By leveraging financial analysis, scenario planning, historical data and market trends, we provide valuable insights for budgeting, investment evaluation, and risk assessment.
Financial Optimization and Planning
Maximize the use of your existing financial resources or plan for future increases. We look at your financials to identify areas of improvement and develop strategies to maximize cash flow and optimize your capital structure.
Market Research
We can help you gain a deeper understanding of your target market, your customers, and the way in which those groups impact your products, services, and stakeholders.
Talent Acquisition and Development
Bring comprehensive human resources tools to your business. We help with recruitment strategies, candidate assessments, and effective onboarding.
Buying or Selling a Business
Whether you're looking to buy or sell a business, we help identify and maximize value, negotiate favourable terms, and conduct financial analysis and due diligence.
Risk Management
We help you identify, assess, and mitigate risks throughout your operations.
About
Alex Monk, MBA, CPA, CMA
Principal
Alex is the founder and principal consultant at Bright Advisory, bringing more than fifteen years of specialized experience in financial management and strategic development to his role. He is a Certified Management Accountant, Chartered Professional Accountant, and holds an MBA from Thompson Rivers University. Alex has a proven track record of assisting a wide array of businesses, from start-ups to well-established entities, in refining their financial strategies, enhancing operational efficiency, and achieving sustained growth.
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A seasoned entrepreneur, Alex has successfully launched and developed companies in the fields of craft beer brewing, health and fitness, events and entertainment, and landscaping. This diverse business background provides him with a unique perspective and a wealth of practical knowledge, which he applies to help his clients navigate their own entrepreneurial journeys.
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Our mission is to empower businesses with the tools and insights needed for effective planning, budget management, and strategic decision-making. Alex's approach is tailored to each client’s unique needs, ensuring they receive personalized advice and comprehensive support to excel in their respective markets.
CONTACT
Let’s Work Together
Fill out the form to the right or email us directly at contact@brightadvisory.ca to set up a no-cost initial consultation to talk about what we can do to help start or grow your business.
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