IndustriesEducation
Education
Financial strategy for education providers built to last
We help private schools, post-secondary institutions and education companies plan budgets, fund growth and make program decisions on solid numbers.
Talk to us about budgets, program economics or a campus plan.
Who we work with
Mission and margin, in balance
Education providers balance long-term impact against enrollment, program costs and funding cycles. The financial questions differ by institution, so we start with how yours is funded and run.
Private schools and colleges
Enrollment-driven budgets and forecasts, tuition and program economics, and capital plans for campuses and facilities.
Education and training companies
Unit economics by program and channel, pricing, and the plan behind growth or a raise.
Investors and acquirers
An independent view of an education business’s economics, valuation, and diligence ahead of an investment or acquisition.
Decisions we support
The decisions education leaders bring to us
Each one links to the practice that handles it, so you can go from the question in front of you to how we answer it.
Program and tuition economics
Understanding what each program costs to deliver and earns, and pricing tuition around it.
Budgets and forecasts the board can rely on
Enrollment-based budgets, multi-year forecasts and reporting for boards and funders.
Funding a new campus or facility
Comparing options for major capital projects on cost, timing and return, and planning how to fund them.
Aligning finance with strategy
Linking the strategic plan to budgets, targets and the metrics leaders track.
Valuing an education business
Valuations for financings, ownership changes and transactions.
Acquisitions and partnerships
Evaluating acquisitions, mergers and partnerships, and supporting diligence through to close.
Our perspective
An institution plans with more confidence when it knows what each program costs to deliver and what it earns.
We build budgets around enrollment and link them to the strategic plan, so boards and funders can see how today’s decisions shape the years ahead.
Insights
Related insights
Business Valuation409A vs. Canadian Fair Market Value: What Founders With Cross-Border Cap Tables Need to KnowSeptember 16, 2026
Business ValuationBusiness Valuation for Shareholder Disputes and Divorce in CanadaSeptember 16, 2026
Finance & StrategyDynamic pricing: what it is, how it works and how to keep customer trustAugust 12, 2025Selected work
See how our engagements come together
From budgets and program economics to valuations and transactions, our selected work shows the range of companies we serve and the decisions we help them make.
The firm
An independent firm, built around the work
Engagements are principal-led and staffed to the work, drawing on our network of legal, tax and audit partners where a scope requires it.
Many of our relationships continue well beyond the first mandate, as fractional controller or CFO, as research partner, or as adviser on the next raise or transaction.
Principal-ledSenior attention from scoping through delivery.
Hands-onInvolved from the first model through to execution.
For the long termOngoing roles as controller, CFO and research partner.
Questions
Questions education leaders ask us
Do you work with education technology companies?
Yes. For edtech companies we focus on unit economics, pricing, forecasting and the materials behind a raise.
Can you help us present budgets to our board?
Yes. We build budgets and forecasts around enrollment and program drivers, and present them in a form boards and funders can follow and question.
Do you only work with companies in British Columbia?
No. We are based in Vancouver and work with companies across Canada and internationally.
What does an engagement cost?
It depends on the scope. After a first conversation we send a written proposal with deliverables, timing and fees, so you know the cost before any work begins.
