Strategic Financial Consulting For a Stronger Bottom Line

Delivering financial best practices to help your business thrive

Executive Performance On Demand.

When We’re Needed.
For As Long As We’re Needed.

The Osborne Group financial professionals add value in senior finance positions overseeing year ends, managing critical projects or conducting policy and process audits. We take on specific assignments or work on an interim basis, leading your finance team and providing guidance on key finance decisions. Our highly experienced financial executives don’t just propose solutions – they plan the implementation and execute, helping you develop and sustain sound financial controls for your organization.

We have experience in:

Interim CFO or controller services
Mergers & acquisitions, due diligence and investor relations
Business & financial planning
Performance measurement / KPIs
Enterprise risk management
Financial organization redesign
Financial analysis & regulatory reporting
Cash and capital management

The Osborne Group, a dynamic team of highly experienced executives, has been helping organizations succeed since 1993. We provide a wide range of professional interim management, consulting, planning, and project management services. Our clients are small, medium size and multinational companies in for profit, not-for-profit and government agencies.

We have experience across many business sectors, including:

Consumer packaged goods
Digital marketing/sales
Healthcare
Finance and banking
Insurance
Manufacturing
Technology
Telecommunications
First Nations

Our principals have leadership experience and in-depth knowledge in all areas of business. We get to work quickly and get the job done to the highest standards.

On every assignment we:

Focus on our client’s needs first
Collaborate to develop the best solutions
Work with integrity
Provide excellent quality service
Commit to outstanding results

Often the company’s president, CEO or business owner tries to fill the shoes of a CFO when there’s a problem filling this key financial position. A gap at the CFO or controller level can distract from other critical duties that require focus and attention. A middle management accountant, no matter how skilled at managing and balancing the books, cannot provide the important insight and expertise of an experienced CFO.

In this blog post, Osborne Group Principal Ken Goodwin explains the role of an Interim CFO for small to mid-sized companies. Part-Time Executive, Full-Time Value

The Osborne Group can provide your business with financial expertise on an interim basis. We provide ultimate flexibility and leadership support by scaling our services to the time and expertise you need.

Strong financial management provides your board and senior leaders with confidence about your true financial position. Improved financial reporting promotes transparency, accountability, and better decisions.

Contact the Osborne Group to discuss your business requirements, book a meeting or call for further information.

To rigorously establish how to value your business, Osborne principals rely on the Value Builder System™ as a tool for succession planning, sale of a business or as part of a mergers and acquisition process. Whether you’re just starting to think about selling or simply want to tighten things up, better fiscal management is always a good investment.

Contact us for a no-obligation introduction to the Value Builder process how our certified Value Builder experts can work with you to achieve a successful exit.

Osborne Group principals will ensure a financial assessment uses appropriate Key Performance Indicators (KPIs) and aims to optimize performance in your organization. We can design, evaluate and optimize your performance dashboard using industry best practices. Specific KPIs that address critical success factors are typical deliverables.

With sound KPIs in place, overall business and individual employee performance can be properly evaluated to determine opportunities for change or action. They should be easy to measure, visible and reported in a way that provides actionable feedback. 

How can you ensure your organization achieves the expected upside of a merger/acquisition and is not distracted from achieving the potential benefits? Our principals will help ensure financial controls stay in place and your company’s focus continues to be on managing expanded business activities.

The Osborne Group Principal Nash Nizam outlines his experiences from inside a merged organization: Mergers & Acquisitions – An Accountant’s Prescription for Success

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Our Clients Say It Best

Faced with challenges related to governance, organizational culture, and a leadership transition, we required a consulting firm that could support both our day-to-day operations and long-term strategic priorities. The Osborne Group helped us navigate these complexities by delivering practical solutions tailored to our organization, while also considering the external factors that impact our environment.

Their reputable principals bring deep expertise and a high level of professionalism across their respective disciplines. They took the time to work closely with our team, providing coaching and mentorship that helped build the skills needed for sustained success. As a result, we are now on a clear path to stability and growth made possible through The Osborne Group’s trusted guidance.

Volletta Peters, PhD

Executive Director, Sistering

As a start-up, we had to build everything from the ground up. As a company working in all Canadian provinces, that meant understanding HR standards in each province, developing new policies and implementing a system to hire and retain staff.

Over the years, The Osborne Group has supported us in developing a clear HR strategy, establishing employee standards, and improving our approach to recruitment and retention. The Osborne Group gave us individual, curated support while at the same time providing broad team resources when needed. As a result, we’ve built a strong foundation. We have high staff retention, clear employee standards, and are widely recognized as a great place to work.

Barry Friesen, P.Eng.

Executive Director, Cleanfarms Inc.

Our organization was operating without the systems, procedures, and policies needed to support efficiency, transparency, and productivity. We were extremely busy and lacked the time to reflect and map out where we wanted to go. The biggest challenge was managing change while determining what was truly valuable and what was not.

The Osborne Group helped us develop a strategic plan tailored to our organization. Their approach was not cookie-cutter or based on a standard toolkit. It reflected our workplace and executive board culture and long-term aspirations. As a result, we now have a multi-year plan with clear direction and the confidence to pivot as needed. We are very pleased with the work The Osborne Group did and the thoughtful approach they brought to the process.

Glenn Wheeler

COPE Ontario

Homepage – Waterloo Minor Hockey Association

Our organization lacked clarity around board governance, defined roles, and how each position fit within the overall structure. Entrenched habits and inconsistent practices made it difficult for directors to understand their evolving responsibilities. The Osborne Group provided practical insight into our challenges and a clear path forward. The principal worked to build trust quickly, adapted the approach as needed, and met individually with each director to address the key challenges. As a result, we now operate with clear governance guidelines, structured onboarding for new members, and strong checks and balances to ensure accountability. Overall, the engagement was professional, straightforward, and highly effective.

Tracey Williams

Director of Operations, Waterloo Minor Hockey Association

Our organization needed a strategic plan to enhance our professionalism, establish clear direction, and define our goals. The Osborne Group guided us in creating this plan. Their approach was professional, organized, and structured, enabling full team participation. As a result, we now have dynamic policies, procedures, and sub-committees in place, allowing us to take a proactive approach.

Doug Morrison

President, Board Member, The Table Soup Kitchen Foundation