Thoughtful solutions for business owners, investors & affluent families
Our Services
Fractional CFO
Allows your business to gain high-level financial expertise without the associated costs of a full time CFO
Financial Advisory
Assess clients' unique financial situations and goals, then recommend strategies to improve and grow.
Tax Advisory
We provide taxation advice to optimize your tax profile; including access to the Scientific Research and Experimental Development (SR&ED) program.
Innes & Associates helps business owners and investors solve unique and difficult problems. You may be selling or buying a business, need an interim CFO, seeking to raise capital, structure a transaction to minimize dilution. You may want to qualifying for complex tax incentives such as the SR&ED tax credit, or need help with long term financial and strategic planning.
Robert Innes, CFA, CPA, CA, Founder of Innes and Associates™
Robert is an experienced manager and investment expert with over two decades of expertise in finance and entrepreneurship, offering substantial value to business owners. His profound knowledge in infrastructure assets across the USA, Canada, and internationally comes from orchestrating over $6 billion in financing, including construction loans, tax equity and term loans. His background includes purchasing and selling businesses, with skills in negotiation, asset valuation, and due diligence.
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Consultation is free and there are no upfront or hidden costs Contact Robert via email at [email protected]