SB Partners

What SB Partners does

SB Partners LLP is an independent, full-service chartered accounting firm founded in 1974 and headquartered in Burlington, Ontario, serving privately-owned businesses, corporate subsidiaries, not-for-profit organizations, and high-net-worth individuals across Burlington, Oakville, Hamilton, Halton, Toronto, and Southern Ontario. The firm delivers four core service lines — Accounting, Assurance & Advisory Services; Business Valuation Services (including commercial litigation, quality of earnings, M&A, and family law/litigation support); Corporate Tax Services (planning, returns, non-resident compliance, trust and estate); and, since 2025, SB HR Management HR Consulting — through a team of Chartered Professional Accountants (CPAs), Chartered Business Valuators (CBVs), Certified Human Resource Consultants, and credentialed staff holding CFF (AICPA), CFDS, CMA, and CFP designations. The business model is engagement-based, fee-for-service professional services with scope-driven quotes; revenue is not publicly disclosed, the firm is privately held as an LLP with no external investors, and client engagement is initiated via phone, email, website contact form, or referral, supported by a CCH iFirm-hosted client portal for secure document exchange and online payments.

The firm has grown its equity partnership bench from 8 partners in 2020 to 10+ partners plus an Associate Partner by 2026, with recent promotions including Michael Ervin to Partner, Tax (January 2025), Deborah Andrews to Partner, A&A (January 2026), and Ian Lobo to Associate Partner, Valuations (February 2026). Competitive positioning rests on the court-recognized CBV designation for valuation and litigation work, a 50+ year regional brand reinforced by the 2025 Burlington Chamber Heritage Award and the 2026 Diamond Winner Best Accounting Firm designation, and deep community ties (United Way Halton & Hamilton, Joseph Brant Hospital Foundation 5-year sponsorship, four Rotary Clubs, Burlington Chamber). There is no proprietary technology platform, no public API, and no disclosed AI/ML capability; delivery remains human-staff-intensive, with technology limited to the third-party CCH iFirm portal and standard productivity tooling.

Strategically, SB Partners has expanded wallet share within its existing client base through the new SB HR Management line, moved up-market into Canadian subsidiaries of multi-national businesses (including U.S. parents with transfer pricing needs), and deepened vertical specialization in Ontario auto dealerships, while operating as a regional partnership with no M&A, no funding rounds, and no disclosed expansion beyond Southern Ontario.

Name

SB Partners

Legal name

SB Partners LLP

Website

https://sbpartners.ca

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

51–100 employees

Short description

SB Partners is an independent, full-service chartered accounting LLP founded in 1974 in Burlington, Ontario, delivering accounting, assurance, tax, business valuation, M&A advisory, litigation support, and HR consulting to privately-owned businesses, not-for-profits, and high-net-worth clients across Southern Ontario.

Ownership category

akta.pro rank

Headquarters

HQ city

Burlington

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Engagements: Fee-for-service engagements billed per project/engagement across accounting, assurance, advisory, tax, valuation, and HR consulting service lines. Recurring annual engagements (audits, tax returns, advisory retainers) and one-time project work (business valuations, M&A advisory, litigation support, family law valuations).
2. HR Consulting Services (SB HR Management): Engagement-based HR consulting services for small and mid-sized privately-owned companies, covering recruitment, compliance & policies, employee experience & engagement, and succession planning.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

SB Partners is an independent, full-service chartered accounting firm offering Accounting, Assurance & Advisory, Business Valuation, Corporate Tax, and HR consulting services (SB HR Management) to privately-owned businesses, corporate subsidiaries, not-for-profit organizations, and high-net-worth individuals. Engagements are delivered by CPAs, Chartered Business Valuators (CBVs), and Certified Human Resource Consultants, with a CBV-recognized litigation support practice for family law and commercial matters. Service delivery is supported by a CCH iFirm client portal for secure document exchange and online payments.

Product overview

SB Partners is an award-winning, full-service independent chartered accounting firm based in Burlington, Ontario, offering a multi-line professional services portfolio rather than a single software platform. Its four core service lines are Accounting, Assurance & Advisory Services (including Not-for-Profit Accounting and Trust & Estate Planning), Business Valuation Services (with sub-offerings Commercial Litigation, Quality of Earnings, Mergers & Acquisitions, and Family Law & Litigation Support), Corporate Tax Services (planning, returns, non-resident compliance, and tax dispute resolution), and the more recently added SB HR Management (HR Consulting Services). Together these services are delivered by a team of CPAs, Chartered Business Valuators (CBVs), and Certified Human Resource Consultants across Burlington, Oakville, Hamilton, and Southern Ontario, with client engagement supported through a CCH iFirm-hosted client portal.

Differentiator

Problem solved

Functional benefit

Brands

• SB HR Management: The HR consulting services line of SB Partners, supporting small and mid-sized privately-owned businesses with recruitment, compliance & policies, employee experience & engagement, and succession planning.

Products and services

• Accounting, Assurance & Advisory Services Full-service accounting, assurance, and advisory offering covering financial forecasting, benchmarking, corporate reorganization, succession planning, advisory, not-for-profit accounting, and trust and estate planning for privately-owned businesses, corporate subsidiaries, and not-for-profit organizations in Southern Ontario.
• Business Valuation Services Independent business valuations, litigation support, and merger & acquisition consulting delivered by Chartered Business Valuators (CBVs). Includes Commercial Litigation, Quality of Earnings, Mergers & Acquisitions, and Family Law & Litigation Support sub-services, with CBV-prepared reports recognized by the courts and able to withstand CRA and opposing-counsel scrutiny.
• Corporate Tax Services Corporate tax planning, returns, CRA liaison, non-resident tax compliance planning, trust and estate planning, and tax dispute resolution for corporate clients, with dedicated partner leadership in the Tax practice.
• SB HR Management (HR Consulting Services) HR consulting practice for small and mid-sized privately-owned businesses, delivered by Certified Human Resource Consultants across recruitment, compliance and policies, employee experience and engagement, and succession planning. Operates as a distinct sub-brand of SB Partners.
• Family Law & Litigation Support Independent valuations of businesses, stock options, restricted stock units, and shares for equalization of net family property; income analysis for child/spousal support; and collaborative family law support as joint or independently retained CBV experts for family law lawyers and their clients.
• Mergers & Acquisitions (M&A) Advisory M&A consulting including acquisition pricing analysis, sale-of-business advisory, and support on share vs. asset transaction structuring under the Income Tax Act, including Qualified Small Business Corporation (QSBC) Capital Gains Exemption planning.
• Quality of Earnings Quality of Earnings reports providing an overview of the target company's historical and expected future financial performance, net working capital needs, operations, and the risks and uncertainties associated with those earnings, used in transaction diligence contexts.
• Not-for-Profit Accounting Specialized accounting and advisory services for not-for-profits and charities applying Accounting Standards for Not-for-Profit Organizations (ASNPO) under Canadian GAAP, including financial reporting improvements, internal controls, risk mitigation, T3010 filings, ONCA compliance, and strategic planning support.

Quantifiable outcome

• Over 50 years (founded 1974) serving the Burlington and Greater Toronto business community
• +1 more outcomes

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Seven partnerships are on record, tiered core, moderate and minor.

• Joseph Brant Hospital Foundation / Joseph Brant HospitalcoreOthers · 1 January 2023SB Partners committed to a 5-year sponsorship of Joseph Brant Hospital's Mental Health Redevelopment and Expansion Project. The firm has also supported the Joseph Brant Hospital Foundation, reflecting its strong community-involvement ethos and values.
• United Way Halton & HamiltoncoreOthersLong-standing community partner. SB Partners participates in annual workplace fundraising campaigns (e.g., 2022 raised $17,829), team members participate in events like 'Sleepless For Our Community', and the firm received the Game Changer Award (2023/24 Campaign) and Burlington150 Award connections.
• Burlington Chamber of CommercecoreGTM or Marketing PartnerSB Partners is recognized as a member/participant of the Burlington business community; received the 2025 Heritage Award from the Burlington Chamber of Commerce Business Excellence Awards recognizing 50 years of dedicated service.
• CCH (Wolters Kluwer) - CCH iFirm Client PortalcoreTechnology or IntegrationSB Partners uses the CCH iFirm client portal (cchifirm.ca) for secure client document exchange, online payments (pay-online), and personal tax resources — integrated into SB Partners' client service delivery workflow.
• Collaborative Family Law Groups (in Ontario)moderateImplementation/ SI/ Consulting PartnerSB Partners is part of collaborative family law groups and works with family law lawyers, financial, mental health, and other professionals to help clients reach settlements in cost-effective, respectful collaborative practice resolutions instead of expensive litigation.
• Rotary Clubs of Burlington (Four Rotary Clubs)minorOthersSB Partners received the Paul Harris Award from the Four Rotary Clubs of Burlington at the Burlington Rotary's Community Service Awards Breakfast, in recognition of community contributions.
• CPA OntariomoderateOthersNick Simonetta serves as a part-time practice inspector with CPA Ontario; the firm's team members hold CPA, CA designations through CPA Ontario, and SB Partners' valuation professionals (CBVs) are governed by the Canadian Institute of Chartered Business Valuators (CICBV).

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Deloitte Canada: Big-Four firm operating broadly in Canada; competes with SB Partners for Canadian subsidiaries of multinationals, large private companies, and complex valuation/M&A engagements, though with a much wider portfolio.
• KPMG Canada: Big-Four professional services firm with Canadian headquarters in Toronto; competes in assurance, tax, valuation, and advisory for mid-market and large private companies, with broader geographic and capability footprint than SB Partners.

Direct peers

• RSM Canada: Mid-market-focused accounting and consulting firm with strong valuation, M&A advisory, and NFP practices; competes with SB Partners for owner-managed businesses and not-for-profit assurance work in Ontario.
• Grant Thornton Canada: National mid-tier accounting and advisory firm serving privately-owned businesses and NFPs with assurance, tax, and transaction advisory services; directly comparable service model and client profile to SB Partners.
• BDO Canada: Major Canadian mid-market accounting firm with broad assurance, tax, valuation, and advisory practices; directly comparable to SB Partners' service mix and target SME/corporate-subsidiary client base in Ontario.
• Crowe Soberman LLP: Toronto-based mid-market accounting and advisory firm serving owner-managed businesses, high-net-worth individuals, and family law clients; closely comparable to SB Partners on client profile and service mix in the GTA.
• Baker Tilly Canada: Canadian mid-tier accounting and advisory network with significant presence in Ontario; competes in assurance, tax, business valuation, and advisory for owner-managed businesses and NFPs - directly comparable niche to SB Partners.
• Smythe LLP: Vancouver-based mid-market CPA firm with strong business valuation and litigation support practice; comparable in CBV-led valuation specialization and mid-market private-company focus, though geographically Western Canada.
• MNP LLP: Largest Canadian mid-market accounting and business advisory firm; competes head-to-head with SB Partners for privately-owned businesses, NFPs, and valuation/litigation support engagements across Ontario, with comparable full-service model.

Regional players

• Hogg, Shain & Scheck (now part of MNP): Historic Toronto-based mid-market firm with deep expertise in business valuation, litigation support, and family law valuations - a directly comparable CBV-anchored regional peer, now operating under the MNP banner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SBPartners
• LinkedInlinkedin.com/company/sb-partners-llp
• Instagraminstagram.com/sbpartners
• Xx.com/sbpartnersllp

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SB Partners