Business Advisory Services

Mergers and Acquisitions


What is the optimal way to finance this purchase or sale? How will taxes affect the purchase or sale?

The purchase or sale of a business enterprise is often the most significant transaction experienced by business owners over the course of their business careers. MacPherson Roche Smith has over 30 years of experience assisting clients with the complex issues related to the purchase, sale or merger of business enterprises. We regularly match buyers and sellers on behalf of our clients. Our knowledgeable professionals provide due diligence, taxation, valuation and financing services, together with the value-added operational and strategic advice necessary to structure the transaction and to make the deal work for our clients – now and into the future.

We could not be happier with the service we received with the recent sale of our business Sundance Cottages. From our first discussions around proper valuation to the closing financials of the sale, every detail was handled with ease. What we most appreciated was the accounting work that needed to be completed with regards to capital gains and taxation, something we were less familiar with. Everyone was prompt and professional in answering our questions and I would highly recommend having this expertise all along the way.Linda Lowther – The Lowther Group

Business Valuations


What is my business worth?

Professional business valuations are required for many types of financial transactions and circumstances, including acquisitions, divestitures and mergers, estate and income tax planning, corporate reorganizations and litigated financial matters. At MacPherson Roche Smith, our experienced team of professionals provide timely, cost-effective and comprehensive valuation reports to support client financial planning and purchase/sale transactions, as well as Expert reports and testimony in litigated financial matters, including marital disputes, claims for damages and tax appeals. Business valuations are based primarily on quantitative financial information, however, many other subjective, or qualitative factors are also crucial to the valuation – our professionals have the experience and training necessary to provide reliable, well-researched valuation conclusions.


Succession Planning


What is your exit strategy? Who will ensure your business thrives long after you’re gone?

Business owners spend a life time running and growing their businesses. Succession planning is a critical part of ensuring the future success for any business. It is essential not to leave your succession plan until you’re considering retirement. A strong succession plan will protect you and your heirs against losses from unexpected illness, death, and taxation. Our approach will ensure you have the necessary talent and skills available when needed, and that essential knowledge and abilities will be maintained when employees in critical positions leave.


Litigation Support


MacPherson Roche Smith has provided high quality litigation support services to major regional and local law firms, and their clients, for over 25 years. Stan H. MacPherson, FCPA, FCA has qualified as an Expert Witness on financial matters before the Supreme Court of Prince Edward Island and the Court of Queen’s Bench, New Brunswick. Angela L. Malone, CPA, CA, CBV has qualified as an Expert Witness on financial matters before the Supreme Court of Prince Edward Island. These experienced professionals have provided Expert reports and testimony, and other litigation support services on a wide variety of litigated financial matters including personal injury losses, business interruption losses, breach of contract losses, negligence and/or professional standard of care losses, division of matrimonial assets and spousal support, business valuations and business insolvency.


Provincial Nominee Program


MacPherson Roche Smith actively source foreign investment for local companies and assist foreign nationals with local investment through an affiliated company, Bether Capital PEI Inc. Bether is an authorized Island Agent under the Prince Edward Island Provincial Nominee Program. To learn more please visit www.bcipei.com

We offer a variety of accounting, tax and advisory services for the public, private and non-profit sectors.

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    Accounting Services

    We provide a full range of accounting and assurance services. Our senior professionals have in-depth business and financial reporting experience across private, not-for-profit and government sectors.

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    Consulting Services and Special Studies

    We are proud to be your full-service partner whose quality assurance and reliability extends well beyond the traditional areas of audit, accounting and tax services.


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    Corporate Tax Services

    From annual filing of your business’ tax returns to corporate reorganizations, our team of knowledgeable tax professionals uses their training and experience to make sure your affairs are structured in the most tax effective manner.

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    Mergers and Acquisitions

    We are proud of our 30 years of experience assisting clients with the complex issues related to the purchase, sale or merger of business enterprises.


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    Personal and Estate Tax Services

    From the simplest of tax returns to the most complex estate plans, the tax advisors at MacPherson Roche Smith provide high quality, timely and cost-effective tax services to all of our clients.

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    Litigation Support

    MacPherson Roche Smith has provided high quality litigation support services to major regional and local law firms, and their clients, for over 25 years.

70 Kent Street (Suite 200), Charlottetown
Prince Edward Island C1A 1M9
Phone: 902-566-2566
Fax: 902-368-3558
Email: info@macphersonrochesmith.ca