Business Advisory & Consulting

When it comes to choosing an accounting firm, trust is everything. You want to feel confident that your finances are in good hands and with people who genuinely care about your goals and have the know-how to help you reach them.

That’s where MW&CO comes in. We’re a mid-sized firm with a team of experienced professionals who’ve been doing this for over 40 years. Big or small, we handle all kinds of accounting and advisory work, and we do it with a personalized touch.

We take the time to really understand what you need, and then we build solutions that actually make sense for you. Based in Woodstock and serving clients all across Southern Ontario, our sophisticated expertise allows us to serve a diverse clientele from various industries, including:

• Construction and manufacturing
• Restaurants and retail
• Farming and agriculture
• Professional Services (Legal, Medical, Dental, etc.)
• Not for Profit

At MW&CO, we know that no two clients—or their goals—are the same. That’s why we don’t do one-size-fits-all solutions. We take the time to get to know you, really listen, and understand where you’re coming from before offering any advice. Your perspective matters, and we make sure our recommendations are built around you.

We’re more than just number crunchers. Think of us as a go-to business partner—offering smart, practical strategies designed to help you reach your goals. Our team is experienced, creative, and always looking for ways to deliver real value with every solution.

With strong credentials and up-to-date knowledge of current regulations and legislation, we make sure everything we do is efficient, compliant, and accurate. You can feel confident knowing your financial strategies are in good hands—where people count.

Business Consulting

Just like you would never begin a road trip without knowing where you are going, business owners should always have a solid plan for the direction they want to take their business and an idea of how to get there. Our trusted team of business experts can help you build a unique strategy tailored to your company’s needs so that your organization is built on a solid foundation. By delivering progressive and efficient solutions to meet client challenges, we stay ahead of trends and business growth to ensure you are positioned to pivot as markets evolve.

We are trusted business partners who ensure our clients feel heard and understood. We are committed to building long-term relationships with our clients to create strategies that meet their business goals. Our Chartered Professional Accountants have been working with some clients for multiple generations.

Sales and Acquisition Support

When it comes to buying and selling a business, there are a number of factors that should be considered. We can guide you through the process, evaluate the value of the organization in question, and review tax implications so you can confidently make an informed decision.

Throughout the lifespan of your business, there may be times you require financing to bring it to the next level. Our expertise can help you to determine whether to consider a complete asset purchase or a share purchase/sale. We will work with you to assess your situation and review the various options before determining the solution that best suits your needs. Whether you need to apply for a business loan or begin the process of searching for an appropriate investor, we can help you compile the necessary financial records to move forward.

Corporate Structuring

Over time, businesses grow and change. Corporate structures set in place when you first started your company may no longer serve your business in the present. Nor will they help your business to grow. At MW&CO, our trusted business professionals know that a company’s effectiveness is greatly impacted by corporate structuring. We will complete a corporate structure review of your organization, assessing your tax efficiency among other things. Then we will determine the best corporate structure for your business tailored to your unique goals and needs.

Family Business Succession Planning

You worked hard to build your wealth, and we are committed to helping you plan for the future of your estate. Without careful succession planning, your business could be vulnerable to disproportionate income tax and complications with distributing assets. Our knowledgeable team can guide you and your loved ones through the complex estate planning process. Our goal is to simplify the administration, minimize costs, including taxation, and transition your wealth to the ones you care about most.

We have been a valued business partner for more than four decades, and we pride ourselves on building strong relationships with our clients. While the subject of estate planning is difficult to discuss, we can help you break down those barriers. We have years of experience working with estates, including preparing final tax returns and trust returns, applying for a clearance certificate, corresponding with legal advisors, and consulting with trustees on various estate matters. We have extensive experience handling annual tax filing and planning for family trusts.