Kelowna's Premier Accounting Partner
We simplify financial decisions to help grow your business and wealth.
Business Advisory, Estate Planning
& Wealth Management Services
At MBA CPA, we go beyond traditional accounting services to provide comprehensive Business Advisory, Estate Planning & Wealth Management solutions. Our team of chartered professional Kelowna accountants understand that every business and individual has unique financial goals. That’s why we take the time to understand your objectives and deliver tailored strategies that drive growth, protect assets, and secure long-term financial prosperity.
Strategic Planning
Effective strategic planning is the foundation of any successful business. At MBA CPA, we help you identify growth opportunities, assess risks, and plan a clear path toward your business objectives. Our Kelowna CPA team works closely with you to develop actionable plans that align with your long-term vision.
Business Valuation
Understanding the true value of your business is critical for decision-making in scenarios like succession planning, mergers, or acquisitions. Our Kelowna accountants provide accurate and comprehensive business valuation services that give you clarity and confidence. Whether you’re planning to sell, expand, or restructure, our insights ensure you’re making informed financial choices.
Mergers and Acquisitions (M&A)
Navigating the complexities of mergers and acquisitions requires expertise and precision. Our team at MBA CPA offers end-to-end guidance throughout the M&A process—from initial valuation and negotiation to seamless post-merger integration. Our chartered professional accountants in Kelowna ensure every detail is addressed, minimizing risks and maximizing value.
Succession Planning
Planning for the future of your business is one of the most important steps you can take. At MBA CPA, we help you develop a robust succession plan that ensures a smooth transition of ownership—whether passing the reins to the next generation or preparing for a sale. Our Kelowna CPA team provides clarity, structure, and peace of mind throughout this process.
The MBA CPA Difference: Accessible, Transparent, and Client-Focused
We understand that most people don’t get excited about visiting their accountant’s office. That’s because traditional financial reporting often feels overly technical and difficult to understand. At MBA CPA, we take a different approach:
- Clear Communication: We explain financial concepts in plain English, avoiding confusing jargon.
- Year-Round Support: Our team is accessible throughout the year to provide advice and answer your questions.
- Fixed Fee Structure: Enjoy peace of mind knowing all phone calls and consultations are included—no surprise charges.
Frequently Asked Questions
Estate planning involves organizing your assets, creating wills, and setting up trusts to ensure your wishes are carried out and taxes are minimized.
Estate planning costs vary depending on complexity but typically range from $1,000 to $5,000. At MBA CPA we offer this service within a fixed-fee business model with unlimited access to our expert Kelowna accountants.
A will is the most common estate planning tool, often combined with trusts for larger estates.
While Canada doesn’t have an inheritance tax, strategies like gifting assets and proper estate structuring can minimize estate taxes. Book a consultation with MBA CPA to receive expert advice and guidance for your future.
Both have their benefits. A will is essential for most people, while a trust can provide additional flexibility and control.
Without a will, assets are distributed based on provincial laws, which may not align with the deceased’s wishes.
The main issues to consider in estate planning include asset distribution, tax efficiency, and care for dependents.
Everyone benefits from estate planning, including your heirs, beneficiaries, and even charitable organizations.
Many people begin estate planning in their 30s or 40s, but it’s never too early to start. Contact the team at MBA CPA for personalized advice based on your estate.
No, mergers involve combining two companies, while acquisitions involve one company purchasing another.
Common risks include cultural clashes, financial miscalculations, and integration challenges.
Valuation methods include discounted cash flow, market comparisons, and asset-based approaches.
Why Choose MBA CPA for Business Advisory, Estate Planning & Wealth Management?
- Experienced team of Kelowna accountants and chartered professional accountants
- Personalized strategies tailored to your unique goals
- Transparent communication and fixed-fee pricing
- Proven expertise in strategic planning, valuation, and estate management
At MBA CPA, we don’t just crunch numbers—we empower you with the knowledge and strategies to make informed financial decisions. Contact us today to learn how our Business Advisory, Estate Planning & Wealth Management services can drive your success.
