client-centric messaging platform intro · grow & acquire. grow. bdo can help our clients...
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Client-centric Messaging Platform
INTRO
EXECUTIVE SUMMARY
At BDO, we recognize the significance of modernizing our go-to-market messaging in support of two core objectives:
1. To ensure that our messaging becomes more client-centric by leveraging the language of our clients rather thanour own internal terminology.
2. To ensure that our positioning becomes more inclusive of the larger BDO portfolio, bringing multiple service linestogether as required to address a specific client challenge.
To that end, and as the primary engine of growth within BDO Canada going forward, we have aligned our portfolio offerings to a number of consistent client challenges present in the marketplace. These challenges represent our clients’ journey through the entire business life cycle:
Grow & Acquire
GROWAutomate & Transform
EVOLVEAssess & Optimize
PERFORMReporting & Compliance
COMPLYProtect & Investigate
SECURETransition &
Sell
EXITPrepare & Respond
ADAPT
EXECUTIVE SUMMARY
We understand that any number of key hot-button industry trends or topics are also critical to the conversation withthe client, and to the development of our marketing material through thought leadership. To that end, complementingeach of the client challenges are related insights; a fluid list of dynamic trends that will evolve as new topics emerge.
Finally, this messaging represents a relatively significant shift in philosophy and approach in terms of positioning BDOwith our clients. That being said, it is not necessary to become an expert in any one of the client challenges in orderto extend the value proposition to prospects or existing clients. The guide below should allow you to have introductorydiscussions with clients and then be able to introduce a senior member of the industry team to build upon that originalconversation.
Future workforce
Internet of things
Artificial intelligence
Social learning
Digital transformation Blockchain
Mental wellness Cyber resilience
Augmented reality
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target industries
client challenges
contemporary trends
functionalexpertise
Agriculture | Cannabis | Financial Services | Indigenous | Manufacturing | Natural Resources | Not-for-Profit | Private Equity
Professional Services | Public Sector | Real Estate & Construction | Retail | Technology & Life Sciences CLIENTVIEW
BDOVIEW
Grow &Acquire
Grow
Automate &Transform
Evolve
Prepare & Respond
Adapt
Report & Comply
Comply
Assess &Optimize
Perform
Protect & Investigate
Secure
Transition &Sell
Exit
FUTURE WORKFORCE US TAX REFORM (Trump Factor)
INTERNET OF THINGSARTIFICIAL
INTELLIGENCEBLOCKCHAIN
PE vs. IPO
INCOME SPLITTING (TOSI)
IFRS 9/15/16/17RoMRS
CYBERRESILIENCE
DIGITAL TRANSFORMATION
REMOTE WORKPLACE …
A&A
• Audit / Reviews• Accounting Advisory• Compilation• Bookkeeping
• Management Cons.• Technology Cons.• Risk Advisory Services
CONSULTING
• Transaction Advisory• Valuations & Models• Due Diligence• Forensic Accounting
FAS
• Viability Reviews• Debt Restructuring• Cash-crisis
Management• Bankruptcy Services
FRS
• Business Tax• Personal Tax• Transaction Tax• Trust, Estate and
Succession Planning• Government Incentives
TAX
• Legal • Wealth• Outsourcing
GAME CHANGING SERVICES
BDO: PULLING IT ALL TOGETHER
Grow & AcquireGROW
Automate & TransformEVOLVE
Assess & OptimizePERFORM
Protect & InvestigateSECURE
Transition & SellEXIT
RELEVANT INDUSTRIES RELATED INSIGHTS PROFESSIONAL SERVICESCLIENT CHALLENGES
Future workforce
Internet of things
Artificial intelligence
Omnichannel marketing
Social learning
Digital transformation
Blockchain
Mental wellness
Cyber resilience
Augmented reality
...
Real Estate & Construction
Technology & Life Sciences
Cannabis
FinancialServices
Indigenous Organizations
Manufacturing
NaturalResources
Not-for-Profit
PublicSector
GeneralIndustry
Retail & Consumer Business
A&A
CONSULTING
FRS
FAS
TAX
Audit / ReviewsAccounting AdvisoryCompilationBookkeeping
Technology ConsultingManagement ConsultingRisk Advisory Services
Viability ReviewsDebt RestructuringCash-crisis ManagementBankruptcy Services
Transaction AdvisoryValuations & ModelsDue DiligenceForensic Accounting
Business TaxPersonal TaxTransaction TaxTrust, Estate and Succession PlanningGovernment Incentives
BDO view
Client view
BDO: PULLING IT ALL TOGETHER
Report & ComplyCOMPLY
Prepare & RespondADAPT
GAME CHANGING SERVICES
Legal WealthOutsourcing
Grow & Acquire
GROW
BDO can help our clients develop and deploy strategies toGROW their business, regardless of the growth model (orcombination of models) that best suits the needs of thebusiness.
Gain market penetration with existing products and services
Add revenue streams through new products and services
Expand returns by extending into new markets or geographies
Increase market share through the pursuit of mergers and acquisitions
Realize targeted synergies and ROI via structured integration
Extend value propositions by formalizing strategic partnerships & alliance
Grow organically Grow inorganically
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INTRODUCTION
Automate & Transform
EVOLVE
BDO can help our clients EVOLVE their organization byleveraging contemporary technologies to extract value andcreate competitive advantage from the key connectionsbetween people, process and technology.
Enhanced focus with technology roadmaps
Improved efficiency through intelligent products
Better decision making via modern analytics
Superior ROI through aligned processes
Greater insights via integrated reporting
Reduce risks with enhanced governance
Evolvedigital frameworks
Evolvedigital processes
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Effective preparation with readiness assessments
Optimal engagement through employee alignment
Sustainable outcomes with program management
Evolvedigital adoption
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INTRODUCTION
Prepare & Respond
ADAPT
BDO Advisory can help our clients ADAPT their business in response to significant shifts in the marketplace, including fundamental changes in the economy, increased regulation, public health crises, changing buyer behaviour, etc.
Adapt by revising the company’s strategic direction
Recover by implementing rationalization strategies
Reset by building & deploying new business models
Adapt strategies & tactics
Adapt people& processes
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Coordinate by realigning your org structure
Evolve by rationalizing/ retraining the workforce
Modernize by reengineering business processes
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Save by rationalizing redundant systems and apps
Maximize value by leveraging existing data assets
Greater efficiencies by deploying modern technologies
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Adapt system& technologies
INTRODUCTION
Report & Comply
COMPLY
BDO can help our clients COMPLY with the ever-increasing complexity of the accounting, tax and regulatory requirements they are confronted with on an on-going basis.
Develop financial reporting strategies unique to your industry
Mitigate risk through strategic deployment of reporting standards
Align reporting with the long-term goals of your business
Comply with financial reporting standards
Comply with Canadian & International tax laws
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Conform to critical tax regulations & obligations
Reduce the overall tax burden on your company
Develop international tax strategies where applicable
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Proactively identify & plan for relevant regulations
Develop internal controls in order to sustain compliance
Create a corporate governance model to satisfy all stakeholders
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Comply with legislation& regulatory requirements
INTRODUCTION
Assess & Optimize
PERFORM
BDO can help our clients ensure that their business canPERFORM at an optimal level by maximizing the efficiencyand effectiveness of existing systems, processes and humancapital.
Identify priorities through legacy systems assessments
Superior decisions by effectively leveraging data assets
Sustainable success via performance tracking systems
Modernize ops through process reengineering
Reduce risk with enhanced governance models
Better engagement w/ communication strategies
Perform withefficient systems
Perform withoptimal processes
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Improved performance via development programs
Greater adoption via change management principles
Achieve synergies through culture alignment
Perform withelevated talent
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INTRODUCTION
Protect & Investigate
SECURE
BDO can help our clients SECURE their most important assetsthrough critical preventative and/or corrective measures.
Prevent losses by implementing best practices in risk and governance
Identify and solve costly accounting, tax and/or compliance irregularities
Recover financial losses by pinpointing sources of fraud and corruption
Identify data vulnerabilities through system-wide health checks
Protect your corporate information by implementing cybersecurity strategies
Guarantee access to your data by leveraging managed services programs
Secure financial assets Secure data & information assets
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INTRODUCTION
Transition & Sell
EXIT
BDO can help business owners prepare for a seamless EXITthrough succession planning, valuation optimization and/ortransaction advisory.
Prepare in advance by proactively developing succession plans
Ensure long-term success by implementing leadership development programs
Enhance your wealth by leveraging estate, tax and investment strategies
Maximize your return by implementing a valuation optimization strategy
Reduce your stress and risk by leveraging transaction advisory services
Minimize the financial impact of the transaction through strategic tax planning
Exit by transitioning your role Exit by selling your business
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INTRODUCTION