| Agriculture |
Investment analysis and valuation report for manufacturer of sulphur based fertilizer. |
| Alternative Energy |
Business plan for a biodiesel refinery located in Peru. |
| Alternative Energy |
Pre-feasibility study for sugar cane based ethanol plant in Peru. |
| Alternative Energy |
Business plan for financing biodiesel plant in Corpus Christi, Texas. |
| Automotive |
Strategic planning and preparation of business plan for IPO financing. The Company is a leading innovator in “Smart Energy Management.” for the automotive industry. |
| Aviation |
Business plan for executive jet charter services. |
| Aviation |
Acquisition due diligence, financial modeling, post acquisition budgeting and performance measurement reporting system for commuter airline. |
| Biotechnology |
Strategic planning and preparation of business plan for pre-IPO financing. The Company produces biochips for use in disease diagnostics at the genetic/molecular level. |
| Bottled Water |
Business valuation report. |
| Call Center |
Conducted a regulatory compliance review. |
| Childcare |
After two years in operation, the City of Burnaby and BC Hydro joint venture ($5million) childcare facility was on the verge of permanent closure. Organization provides childcare services for 95 children. Successfully implemented a turn-around management strategy. |
| Computer Software |
Strategic planning and executive coaching for the commercialization of patented online banking software. |
| Construction |
Business plan for financing the merger of four major players in the Alberta residential siding industry with combined annual sales of $35 million. |
| Distilled Spirits |
Arranged private placement financing, negotiated wholesale distribution agreements and coordinated regulatory compliance for new product introduction in the United States. |
| Education |
Strategic planning for the online migration of recurrent training required by search and rescue workers. |
| Environmental Services |
Appointed (interim) President and CEO. Conducted due diligence and prepared a business valuation report. With the approval of stakeholders implemented a debt-restructuring program and optimized cash flow through overhead reductions and divestiture of non-performing assets. |
| Film and Television |
Investment Opportunity Summary for film production and distribution of documentary entitled “Facing Ali.” |
| Financial Services |
Business plan for a $50 million gap financing fund for the feature-film production industry in Canada. |
| Financial Services |
Developed Trustedadvisor.ca brand and established an online wealth management “Community of Practice.” |
| Food Services |
Business plan for a premier “Italian Fusion” restaurant in Vancouver. |
| Industrial Auctions |
Business plan and pre-IPO due diligence for an established industrial equipment auction company. |
| Industrial Chemicals |
Strategic planning, executive coaching and business plan development for the producer of eco-efficient cleaning chemicals used by the water supply industry. |
| Industrial Lighting |
Strategic planning, executive coaching and business plan development. Company is engaged in the manufacturing and wholesale distribution of energy efficient lighting products for industrial and commercial markets. |
| Internet |
Due diligence report on software developed for the online poker market. |
| Internet |
Strategic and business planning for a B2C online community targeting Baby Boomers. |
| Internet Marketing |
Marketing strategy and business plan for a luxury consumer goods Internet portal. |
| Manufacturing |
Competitive intelligence report and supply chain analysis for a major North American spa manufacturer. |
| Mining |
Business plan, financial modeling and private placement financing for Diamond mining venture. |
| Mining |
Business plan for financing Uranium mining venture. |
| Mining |
Strategic planning for Ammolite mining venture located on the Blood Tribe Reserve in Alberta. |
| Mutual Fund |
Valuation of investment portfolio. |
| New Media |
Strategic planning and preparation of business plan. Company designs and produces online computer games and interactive museum exhibits. |
| Plastics |
Strategic planning and preparation of a business plan for financing. The Company provides turn-key production services. Core manufacturing is focused on plastronics (the combination of electronics assembly and molded plastics products). |
| Prepared Foods |
Business plan and feasibility study for a new $100 million organic pasta manufacturing facility located in the Province of Alberta. |
| Railway |
Strategic planning and preparation of business plan for the revitalization of the E & N Railway on Vancouver Island. |
| Real Estate |
Real estate business plan and financial analysis for a 600,000 sq. ft. luxury apartment and town home development in Victoria. |
| Recreation |
Business plan for the commercialization of the “Jetbike” personal watercraft. |
| Recreation |
Feasibility study for a new $700 million theme park, luxury hotel and casino development in Greece. |
| Refinery |
Strategic planning, executive coaching and business plan development. Company is engaged in the recovery and re-refining of hydrocarbon resources derived from used oil feedstock. |
| Semiconductor |
Business plan for the commercialization of patented technology used to dice silicon wafers. |
| Sports & Leisure |
Business plan and financing for the acquisition and expansion of a golf and country club located on Grand Bahamas’ Island. |
| Sports Marketing |
Executive coaching and business plan for a well-known and highly respected Olympic gold medal athlete. |
| Technology |
Business and marketing plan for Atmospheric Water Generation technology. |
| Technology |
New product development and innovation—technology road map and project management documentation for gateway and design reviews. |
| Technology |
Business plan for the commercialization of patented technology used to scan cargo containers. |
| Technology |
Business planning for the commercialization of patented technology used in the extraction of Kerogen (crude oil equivalent) from oil shale. |
| Vending |
Business plan for commercialization of patented technology for the automated vending machine industry. |
| Venture Capital |
Conducted acquisition due diligence and drafted shareholder Information Circular and private placement Offering Memorandum. |
| Winery |
Business plan and negotiation of accepted offer to purchase valued at $5.4 million. |
