Mature Business

Kelowna has many well established businesses and Entrepreneurs that have experienced the good and bad times, the changing ways of doing business and the investment of their lives into their business. We want to see these businesses continue to thrive, plan exit strategies with smooth transitions and that leave a legacy. 

Our mature business clients have been planning for this stage for years now with our advice and guidance. We plan our client’s tax strategies, analyze the business value and help them plan for their retirement. 

As your business matures, we can help you manage and protect your wealth, giving you security for your latter years. 

Business Advisory Services  

As Entrepreneurs ourselves, we understand the intrinsic decision making issues you face day-in, day-out.  

As your trusted business advisor, we understand the importance of knowing the financial impact of any business decision before you make it. 

We offer supplementary services to our clients that want to achieve better results, save on tax, and plan their financial future.  

We can help you build a better business 

Testimonials

Why Choose MBA CPA?

  • Unlimited access to experienced chartered professional accountants 
  • Customized financial strategies tailored to your business needs 
  • Transparent communication with no unnecessary jargon 
  • Year-round support and strategic advice 
  • Fixed-fee pricing for predictable costs 

Whether you’re navigating a period of growth, preparing for an acquisition, or optimizing your financial operations, our Kelowna accountants are here to guide you every step of the way.