Strategic Clarity. Practical Solutions. Growth-Ready Support.
Whether you are launching, scaling, or rethinking your strategy, running a business means navigating complexity often with limited resources and high-stakes decisions. At Unison Direct, we provide end-to-end Business Advisory Services designed to support small and medium-sized businesses (SMBs) with insight, structure, and funding solutions they need to grow sustainably and confidently.
From preparing investor-ready business plans to optimizing operations and unlocking capital for growth, we partner with you to solve real challenges and create long-term value.
Why SMBs Choose Unison Direct for Business Advisory
We know the unique challenges faced by SMEs; cash flow pressures, staffing constraints, evolving markets and we meet them with experienced advisory support across finance, operations, and growth strategy.
You get enterprise-grade insight with flexibility, empathy, and efficiency tailored to your stage and sector.
Why businesses trust us:
Business-first, not theory-first advice
Hands-on strategy & execution support
Sector-aware, growth-minded approach
Integrated financial, operational, and funding guidance
Flexible support; project-based or ongoing
We function as your extended leadership team, bringing structure, focus, and financial clarity to every move.
Our Business Advisory Services Include:
Business health checks & strategic reviews
Profitability analysis & pricing strategy
Cash flow planning & working capital optimisation
Cost control, performance enhancement & system reviews
Scenario planning & expansion roadmaps
Risk management & internal control advisory
Digital transformation & process automation strategy
Comprehensive business plans for investors, banks, or internal use
Multi-scenario financial models & growth projections
Business model validation & market-entry planning
Executive summaries, pitch decks, & board packss
Working capital financing solutions
Scale-up & growth funding support
Debt vs. equity advisory (incl. private loans, term sheets)
Bank, lender, or investor readiness and introductions
Preparation of funding proposals, use-of-funds outlines, & financials
Integration with our Funding Advisory Services for real estate and operating businesses
From managing short-term liquidity to long-term scale-up capital, we guide you through the funding maze with clarity and structure.
Ambitious startups seeking a roadmap or funding
Growing SMEs needing sharper financial control
Owner-managed businesses preparing for succession or exit
Mid-sized companies exploring market expansion
Businesses struggling with cash flow or profitability
Entrepreneurs needing investor-ready documentation
Fully integrated advisory across finance, strategy, & funding
Custom-built business plans aligned to funding or growth objectives
Access to experienced CFOs, analysts, & sector experts
Real-world advice from advisors who have supported 100s of SMEs
Flexible engagement options; project-based or long-term partnership
Transparent pricing & collaborative execution
We do not just advise, we roll up our sleeves and get results.What We Do
We deliver business consulting & advisory solutions across strategy, finance, and operations – tailored to your business size, goals, and challenges. Our offshore model makes expert-level guidance affordable and accessible, without compromising on quality.
You gain an extension of your leadership team – without adding full-time headcount.
What We Do
We deliver business consulting & advisory solutions across strategy, finance, and operations – tailored to your business size, goals, and challenges. Our offshore model makes expert-level guidance affordable and accessible, without compromising on quality.
You gain an extension of your leadership team – without adding full-time headcount.
Our Business Advisory Services Include:
Strategic Planning for Startups: We help you define your business model, map your growth trajectory, and align your financial plan with investor expectations or long-term goals.
Financial Advisory for Small Businesses:
From budgeting to profit planning, we provide actionable financial guidance to help you improve margins, manage cash flow, and make smarter investments.
Outsourced Business Advisory Services:
Need long-term support without hiring a full-time strategist? Our offshore advisors become a consistent, collaborative voice in your business decision-making.
Operational and Process Consulting:
We identify inefficiencies, streamline operations, and help you implement practical systems that reduce cost and increase scalability.
Compliance and Risk Mitigation Guidance:
Ensure you stay ahead of CRA regulations, cash flow pitfalls, and operational risks – with proactive advice, not just reactive fixes.
Our business advisory outsourcing for small businesses is ideal for:
Canadian startups building sustainable business models
Small businesses refining operations and cash flow management
Solo founders needing external guidance and planning support
SMEs preparing for funding, exit, or structural change
Professional service firms seeking offshore strategic input
No matter the sector, if you need clarity, direction, and expert support – we’re here to help.
As your comprehensive business advisory service provider, we blend finance, strategy, and operations with a personalised, scalable approach.
Deep understanding of Canadian business regulations and market conditions
Strategic thinking, made affordable through offshore execution
Flexible engagement – one-time consultation or ongoing advisory
Clear reports, action plans, and measurable progress
Hands-on advisory backed by financial modelling expertise
We don’t give advice for the sake of it. We help you solve problems, reduce risk, and build stronger foundations.
Frequently Asked Questions
Our services cover strategic planning, financial advisory, operations consulting, risk guidance, and business modelling – tailored to your business’s current phase.
Yes. Our strategic planning for startups includes business model development, budgeting, funding prep, and operational support
You engage us remotely – monthly, quarterly, or per project and we provide a dedicated advisor who understands your business and delivers custom guidance.
Absolutely. We offer standalone financial advisory for small businesses – including margin improvement, pricing analysis, and cost control.
We’re industry-agnostic but commonly work with service businesses, tech startups, consultants, e-commerce, and small professional firms.
Schedule a free consultation. We’ll discuss your goals and recommend an advisory plan that suits your needs, timeline, and budget.
Build with Confidence. Grow with Clarity.
Unison Direct offers strategic, affordable business advisory outsourcing for Canadian small businesses and startups – designed to deliver real impact, not just ideas.
Whether you need a bank-ready business plan, help securing working capital, or strategic clarity for scale-up, Unison Direct is your partner in sustainable business success.
Let’s take your business to the next level together.