Shultz & Associates offers advisory services to
a wide range of clients in the legal and accounting professions
as well as directly to companies and individuals in the
business community. Representative engagements include the
Arbitration of disputes
involving commodity pricing, the economics of recycling,
sale of professional practices, mining property rights,
and securities trading.
Mediation of shareholder
disputes and other financial disagreements.
Business Valuation opinions
for transactions between shareholders; marketing the business,
litigation; buy-sell agreements; listing on a stock exchange,
estate settlement, capital gains taxation, and expropriation.
Financial Planning services
provide clients with a full, needs-based, financial plan
to help them achieve their financial goals. As well, advice
is available on specific problems or situations that need
to be dealt with immediately, such as pension and retirement
options, retooling an investment portfolio, or analyzing
debt efficiency and cash flow problems. CSA is not associated
with any supplier of products and its only remuneration
is derived from client fees.
As well, CSA provides Litigation
Support in respect of securities matters including
preparation of reports as to losses over time, returns under
alternate asset mixes, and the regulatory responsibilities
of investment advisors and their supervisors. See our News
Further, CSA handles Consulting Assignments
concerning the professional responsibility of chartered accountants;
governance issues within a municipality; a public enquiry,
and the reorganization of an administrative body.
to the permission of clients and their counsel, references
may be provided to prospective clients in any of the foregoing