Holmes Riseley CPAs and Tax Advisors

Name

Holmes Riseley CPAs and Tax Advisors

Legal name

Holmes Riseley LLP

Website

https://holmesriseleycpa.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Tax and Business Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

akta.pro secondary industries

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Tax planning services
• Business transition advisory
• Business valuation services
• Financial reporting
• CPA firm services

Headquarters

HQ city

Peterborough, Ontario

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. Tax Planning Services: Forward-thinking tax advice minimizing taxes while providing tax-efficient strategies to grow and preserve business wealth. Services include personal, corporate, and estate tax planning.
2. Business Transition Services: Tax-minimizing advice and corporate business strategies for business continuity and transition planning including family succession, mergers and acquisitions.
3. Business Valuations: Fair value assessments critical for business sale, transition, buying out partners, or adding partners. Includes Chartered Business Valuator (CBV) expertise.
4. Financial Reporting: Advanced reporting and analysis with monthly, quarterly, or annual meetings and discussions regarding business performance.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Holmes Riseley is a boutique CPA and tax advisory firm providing four integrated services: forward-looking Tax Planning (personal, corporate, and estate), Business Transition advisory (succession, M&A, farm and family continuity), Business Valuations (CBV-led fair market value assessments), and Financial Reporting (compilation, review, and ongoing performance advisory). All four lines are delivered in-house by an experienced CPA team.

Product overview

Holmes Riseley CPAs and Tax Advisors is a boutique accounting and advisory firm offering four integrated professional services: Tax Planning, Business Transition, Business Valuations, and Financial Reporting. The firm delivers these services through a team of experienced CPAs who provide expert tax advisory and business valuation services to support clients' future transition needs alongside high-quality year-end financial statement services. All services are delivered in-house, distinguishing the firm as a comprehensive advisory practice.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Hundreds of millions of dollars saved in tax for clients over two decades
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Michael Riseley, CBV (Chartered Business Valuator)coreStrategic or Co-development Partner · 1 January 2023Chartered Business Valuator joined as partner on January 1, 2023, bringing business valuation services to the region. Created a local option for business owners seeking expert advice traditionally sought in large cities.
• Big Brothers Big Sisters PeterboroughcoreOthersActive community partnership involving volunteer work, MegaBike fundraiser participation, end-of-school carnival events, and holiday gift program supporting families. The firm also encouraged clients to donate to support this organization's programs.
• One RoofcoreOthersCommunity meal program where the firm closes office to volunteer, prepares meals, provides groceries, and makes cash contributions to support the organization's ongoing work serving those in need.
• Peterborough LakersminorOthersLocal sports team sponsorship. Firm was proud to sponsor the team and participated in community events handing out clappers to engage fans.
• Peterborough Regional Health Centre FoundationcoreOthersMichael Riseley serves as Chair to the Board of Directors. Previously Treasurer and Vice Chair. Foundation supports local healthcare through fundraising and community engagement.
• Ganaraska Financial Credit UnioncoreOthersMichael Riseley serves as Chair of the Audit Committee on the Board of Directors. The firm was previously located at Ganaraska Financial's former location on Park Street.
• Community Futures PeterboroughcoreOthersMichael Riseley serves as Treasurer and Vice Chair to the Board. Organization provides business support and economic development in the Peterborough region.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Grant Thornton Canada: Grant Thornton Canada is a national accounting and advisory firm with mid-market and private enterprise focus across Ontario. Competes directly for tax planning, business valuations, and succession engagements, though with significantly broader geographic and service scope.
• BDO Canada: BDO Canada is a major national accounting and advisory firm serving mid-market Canadian businesses with tax, valuation, and transition services. Competes with Holmes Riseley for the same owner-managed client base, with substantially larger scale and broader service lines.
• MNP LLP: MNP is one of Canada's largest accounting and business advisory firms with strong mid-market and agriculture practice presence across Ontario. Comparable as a competitor for the same mid-market tax, transition, and valuation engagements, but with vastly broader geographic footprint and resources.

Direct peers

• Crowe Soberman LLP: Crowe Soberman is a Toronto-based mid-market CPA and advisory firm serving owner-managed businesses and private enterprises. Directly comparable as a boutique-to-mid-market advisory firm providing tax planning, business advisory, and transition services in the Canadian market.
• Smythe LLP: Smythe LLP is a British Columbia-based CPA and business advisory firm specializing in tax planning, business valuations, and succession services for mid-market companies. Comparable to Holmes Riseley as a boutique firm offering in-house tax, valuation, and advisory services to owner-managed businesses.
• Robinson LLP: Robinson LLP is a southwestern Ontario-based chartered accounting and business advisory firm serving mid-market and owner-managed businesses with tax planning, valuations, and succession services. Highly comparable boutique peer with similar geographic and segment focus.
• Kreston International (Canada): Kreston's Canadian member firms provide accounting, tax, and advisory services to mid-market and owner-managed businesses. Comparable to Holmes Riseley in offering in-house tax planning, business valuations, and succession advisory in a boutique format.
• Welch LLP: Welch LLP is a Canadian chartered professional accounting and business advisory firm with multiple offices across Ontario and Western Canada. Like Holmes Riseley, it serves mid-market business owners with tax planning, business advisory, valuations, and succession services - making it the most directly comparable regional/mid-market CPA peer.

Emerging players

• Avail CPA: Avail CPA is an emerging cloud-based Canadian CPA firm serving owner-managed businesses with modern tax, accounting, and advisory services. Comparable as a newer-entrant Canadian CPA firm pursuing mid-market clients, though with a more technology-forward delivery model.

Regional players

• Hardman Group / Hardwick & Associates: Hardwick & Associates is an Eastern Ontario-based accounting firm serving owner-managed businesses with tax and advisory services. Comparable boutique peer competing in adjacent Ontario regions for similar mid-market tax and business transition work.

Market position

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/holmes-riseley-llp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Holmes Riseley CPAs and Tax Advisors