Business Details
Trusted Business Valuation & Advisory Services
Capital Assist is a trusted business advisory firm founded on principles of trust, integrity, and commitment to excellence. Our team delivers sound advice and tailored solutions to help clients make informed financial decisions across a range of services, including business valuations, transaction advisory, forensic and litigation support, management advisory, accounting and assurance, and tax planning. With a focus on client-centric solutions, we combine deep industry expertise with rigorous analysis to address complex challenges in mergers, acquisitions, restructuring, and compliance.Our professionals hold prestigious certifications and have extensive experience serving private and public companies across diverse industries. We prioritize transparency, reliability, and long-term partnerships, ensuring our clients receive actionable insights and strategic guidance to drive growth and navigate financial complexities effectively.
Services
Business Valuations
Transaction Advisory
Forensic Litigation Support
Management Advisory
Accounting Assurance
Tax Planning
Corporate Reorganization
Estate Planning
Financial Analysis
Tax Dispute Resolution
Highlights and features
- We offer certified professionals with expertise in business valuations and transaction advisory.
- Our team provides tailored solutions for mergers, acquisitions, and tax compliance.
- We deliver rigorous financial analysis and litigation support for complex cases.
- Our services include outsourced CFO and controller support for operational efficiency.
- We combine local market knowledge with national and international transaction experience.
Services
Business Valuations
We provide independent and reliable business valuations for private and public companies. Our rigorous analysis supports clients in mergers, acquisitions, tax planning, and litigation. With expertise in financial reporting and industry-specific dynamics, we deliver actionable insights to determine fair market value and enhance decision-making for stakeholders.
Transaction Advisory
Our transaction advisory services support clients through mergers, acquisitions, and restructuring. We offer strategic planning, due diligence, and financial modeling to optimize deal outcomes. By analyzing market trends and valuation multiples, we help buyers, sellers, and lenders achieve their goals while mitigating risks and maximizing shareholder value.
Forensic Litigation
We deliver expert forensic and litigation support, quantifying economic damages and providing testimony in commercial disputes. Our services include financial analysis, damage calculations, and expert reports for family law, shareholder disputes, and tax controversies. We ensure clarity and credibility in complex legal matters.
Management Advisory
Our management advisory services focus on improving operational efficiency and financial performance. We offer outsourced CFO solutions, cash flow management, and strategic planning to help businesses navigate growth, restructuring, and competitive challenges. Our tailored strategies align with client goals for sustainable success.
Tax Advisory
We provide comprehensive tax advisory services, including compliance, planning, and dispute resolution. Our experts assist with corporate reorganizations, estate planning, and transaction tax implications. By staying current with evolving regulations, we help clients minimize liabilities and optimize after-tax returns for individuals and businesses.
People
Federica Nazzani
Managing Partner
Federica Nazzani is a Fellow Chartered Professional Accountant and Certified Business Valuator with over 20 years of experience. She has received multiple awards for leadership and community contributions, including the ATHENA Award and RBC Businesswoman of the Year.
Sabrina Nazzani
Partner
Sabrina Nazzani specializes in business advisory and financial reporting. With 12 years at Onex Corporation, she brings expertise in private equity finance, transaction support, and strategic planning to Capital Assist's clients.
JoAnne Maleyko
Partner
JoAnne Maleyko is a Chartered Business Valuator with 15+ years in public accounting. Her focus areas include business valuations, litigation support, and advisory services for industries like manufacturing, construction, and financial services.
Aaron Mailloux
Manager, Valuation & Transaction Advisory
Aaron Mailloux leads valuation and transaction advisory services, specializing in financial modeling and market strategies. He holds a CFA charter and has extensive experience in fund administration and entrepreneurial innovation.
Flavio Tedesco
Manager
Flavio Tedesco provides expertise in business valuations, forensic accounting, and transaction advisory. A Chartered Professional Accountant, he combines academic excellence with practical experience in complex financial matters.
Questions
What services does Capital Assist offer?
Capital Assist provides business valuations, transaction advisory, forensic litigation support, management consulting, accounting assurance, and tax planning services for private and public companies.
How does Capital Assist support business transactions?
We assist with mergers, acquisitions, restructuring, and financing through strategic planning, due diligence, financial modeling, and negotiation support to maximize stakeholder value.
What industries do you specialize in?
We serve diverse sectors including manufacturing, construction, healthcare, financial services, professional practices, and technology, offering tailored solutions for each industry's unique challenges.
Can Capital Assist help with tax compliance and planning?
Yes, we provide corporate and personal tax planning, compliance services, and dispute resolution to minimize liabilities and optimize after-tax returns for individuals and businesses.
Do you offer outsourced CFO services?
Yes, we provide interim CFO and controller services, including financial reporting, internal controls, and strategic advisory to support business growth and operational efficiency.
How do you handle litigation support cases?
We deliver forensic accounting, damage quantification, and expert testimony for commercial disputes, family law matters, and shareholder conflicts, ensuring credible and defensible financial analysis.
