Advisory Services

Transfer your business assets to family members, business partners, or key employees while maximizing your value and minimizing taxes.

Succession Planning

Business Valuation

Our team of valuators can help you quantify the value of your business, security, or intangible asset.


This valuable service is useful for situations including: tax and estate planning, matrimonial disputes, shareholder disputes, business sales and acquisitions, and commercial damages quantification.

Early planning will ensure that your wishes are followed when you pass.

Clearly Financials will help you minimize the tax liability of your estate and prevent double taxation.

Estate Planning

We can help you navigate through the process of buying or selling a business.


Our team can review and interpret financial information and even help you with the negotiation process.

transaction advisory services

Contact Us
Phone: (780) 988 9812

Hours: 9am - 6pm Weekdays, Evening and Weekend appointments available upon request
Address: 203, 8603 104 Street NW Edmonton AB T6E 4G6

Clearly Financials Professional Corporation. Chartered Professional Accountants.

Edmonton Small Business Accountants.

All Rights Reserved.

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