Advisory Services

Strategic Guidance to Help Your Business Thrive

Running a successful business requires more than keeping accurate books and filing taxes on time; it demands strategic thinking, careful planning, and expert guidance for the major decisions that shape your company’s future. Our advisory services provide the business expertise and objective perspective you need to navigate complex challenges, capitalize on opportunities, and build lasting value.

Business Reorganization Advisory

When your business structure no longer serves your growth plans or tax efficiency goals, we design and implement corporate reorganizations that support your objectives. Whether you’re planning for succession, improving tax efficiency, or preparing for the purchase or sale of your business, we guide you through complex restructuring decisions with strategic precision. At Malish + Michel, our expertise ensures that any structural changes align with your long-term business objectives while minimizing tax implications and avoiding costly mistakes. We handle all the technical details and regulatory requirements, so you can focus on the strategic benefits of a properly structured organization.

Purchasing/Sale of Business Advisory

Buying or selling a business is one of the most significant financial decisions you’ll ever make, and having the right advisory support makes all the difference. We provide comprehensive support across the entire deal cycle, including financial due diligence to uncover potential issues, establishing working-capital targets that protect your interests, and tax structuring that optimizes the financial outcome for all parties. Our experience helps you navigate complex negotiations, identify potential risks, and ensure all financial aspects are properly evaluated and documented throughout the transaction process.

Management Consulting Services

Running a successful business requires more than just managing day-to-day operations; you need strategic insight and objective perspective to identify opportunities and overcome challenges. Our hands-on management consulting services help improve your operations and decision-making through comprehensive budgeting and forecasting, strategic cash-flow planning, and detailed pricing and margin reviews. We analyze your operations, financial performance, and market position to help you develop strategies that drive sustainable success and profitability.

Succession and Estate Planning

Planning for the future of your business and your family’s financial security requires careful coordination of complex strategies. Our owner-focused transition planning services help protect your business value and reduce taxes through sophisticated techniques, including share-freeze strategies, comprehensive trust planning, buy-sell agreement preparation, and detailed estate tax projections with liquidity planning. We work closely with your legal and financial advisors to create strategies that preserve your legacy while providing for your family’s needs and ensuring a smooth business transition when the time comes.

Ashlee Reimer
Great experience with this group! They are very good at what they do and I trust them. Adam has always been very professional and accommodating.
chris kardzbykris
The services of Malish + Michel came as a recommendation a few years ago when I needed an accountant, and it proved to be a positive experience from the get go. From the initial phone calls, to being greeted by the reception team, and including an initial appointment with one of the partners as well as some occasional email correspondence, everyone has been consistently personable, professional, helpful and informative. This is the third year I have used the services of Malish + Michel, and it was as pleasant as always. I look forward to their services again in the future. Highly recommend them.
Tara Hirota
Greg and his team have been excellent to work with. Prompt and easy email communication and our taxes were prepared quickly and without fuss, despite us being a bit late getting our documents over to them. We usually prepare taxes ourselves, but I don't think I'll ever go back - a lot less stress to let the professionals take charge.
Amy Patz
We love working with Steve! He does a fantastic job of looking after our business and personal taxes. When we were looking for recommendations of who to use, I never heard anything negative about Steve, only rave reviews. We strongly encourage anyone looking for tax accounting services to connect with the Malish + Michel team!
Mag Chimkovitch
Adam and team have been absolutely patient with clarifying details of the tax packages they have prepared for me. Communication is key and they have done this very well. Very grateful to have been referred to them.
Jackie MacDonald
~ Jackie MacDonald Personal Real Estate Corporation
Been with Steve Malish for 10 years, great service and advice and Greg Michel expertly handled a 2 year audit for us. As we have incorporated recently they have helped tremendously with smoothing the transition and saving us taxes
Cory Laviolette
Excellent service from Greg Michel I feel very confident in his abilities to look after our accounting needs. I would gladly refer Malish + Michel to anyone requiring accounting services.
Kari Seibert
Greg was very informative and easy to talk to, looking forward to working with him on our family estate planning.
Good Dog Academy
Thank you to Adam and the team at Malish + Michel. Always quick with a helpful reply to our questions and accurate, professional service for our company needs.
Accounting Services That Will Help Your Business Thrive. Let’s Get Started!

Client Portal

Book Appointment

greg michel

Partner

Greg Michel

These lines of text will elaborate on the heading. While the heading might be written with a marketing voice, these lines of text will provide context. Viewers will quickly scan through the webpage looking for heading and body-copy couplets. These lines of text will elaborate on the heading. While the heading might be written with a marketing voice, these lines of text will provide context. Viewers will quickly scan through the webpage looking for heading and body copy couplets. These lines of text will elaborate on the heading. While the heading might be written with a marketing voice, these lines of text will provide context. Viewers will quickly scan through the webpage looking for heading and body-copy couplets. These lines of text will elaborate on the heading. While the heading might be written with a marketing voice, these lines of text will provide context. Viewers will quickly scan through the webpage looking for heading and body copy couplets.

Viewers will quickly scan through the webpage looking for heading and body-copy couplets. These lines of text will elaborate on the heading. While the heading might be written with a marketing voice, these lines of text will provide context.