Expand your firm's
capabilities without
the overhead.
Cedar Group partners with independent accounting firms across Canada. We handle complex tax, legal, and valuation work — tax advisory under your brand, legal and valuation alongside your team — so your clients stay your clients.
Your client has a $3M business sale, an estate freeze, or a CRA audit. You know the work exceeds your team's capacity.
If you refer them out, you risk losing the relationship. If you try to handle it internally, you risk the outcome. There has to be a better option.
Three ways to engage.
Pick the engagement model that fits the file. We will discuss which one makes sense in the introductory call.
White-Label
The client sees only you. Cedar Group delivers behind a dotted line.
Referral
You send the file. Cedar handles it. You share in the engagement.
Named Partnership
Both firms named on the file. Shared engagement, shared credit.
Your clients see your brand. We work behind the scenes. Cedar Group will never contact your clients directly without your express permission.
A network that works both ways.
The Cedar Group Network is not a one-way street. You send us the complex advisory; we send you the work that lands on our desk but isn't our focus — and we connect you to other member firms when a client needs a capability you don't offer.
- Corporate reorganizations & butterflies
- Estate freezes & succession
- M&A structuring
- Business valuations (CBV)
- Legal implementation
- CRA disputes & cross-border tax
- Compliance & tax returns
- Bookkeeping & payroll
- Day-to-day advisory
- Industry & geographic referrals
- Introductions to other member firms
- Clients outside our advisory scope
What you get.
See how other firms use the network.
Eight anonymized cases — sole practitioners, mid-size firms, and growing practices. White-label, referral, named partnership, and technical reviews.
In their words.
“We handle compliance for a couple hundred owner-managed clients, but when one asks about an estate freeze or a reorg, that's not work we were going to run in-house. With Cedar Group we just say “we can do that.” The advisory gets done behind the scenes and goes out under our name — and we've kept clients we used to lose to bigger firms.”
“We're a strong general practice, but a multi-company butterfly with ten estate freezes isn't something we'd take on alone. Cedar Group's tax team designed the structure, walked us through every step, and our client got genuinely specialist work without ever leaving our firm.”
“It actually goes both ways. We send Cedar the complex reorganizations; they send us the compliance and bookkeeping clients that land on their desk. It's the first referral relationship I've had that doesn't feel like I'm just handing away business.”
“We had a client mid-CRA audit and were out of our depth on the technical position. Cedar Group turned around a defensible analysis quickly and told us exactly what documentation to pull. Our client just saw it handled.”
“What I value is that the tax plan, the legal documents, and the valuation all come from the same table. On a share sale last year nothing fell between advisors — the trust deed matched the tax steps matched the CBV report. That coordination is rare.”
“Our clients are growth-stage and ask sophisticated questions early. Cedar Group gives us a specialist bench we can pull in without adding senior headcount — so we can look bigger than we are, in the best way.”
“I've sent Cedar Group several clients over the past year — a reorg, a freeze, a sale. Every file came back clean, and they always loop me back in. I trust them with my best clients, which isn't something I say lightly.”
“When a client's deal went cross-border, Cedar's US and Canadian tax sat in the same conversation. We didn't have to quarterback two firms in two countries.”
How joining works.
Introductory call
A 15-minute conversation about your firm and the kind of files you'd send our way. No commitment, no membership fee.
Choose the model per file
White-label tax work, referral, or named partnership — picked file by file to fit the client and the relationship.
Send your first file
We scope it, quote it before any work begins, and deliver — coordinated across tax, legal, and valuation. Your client stays yours.
Interested in joining
the network?
Tell us about your firm and how we can help. We will follow up within one business day.
Questions firms ask.
Do I only get access to Cedar Group, or to the whole network?+
Both. As a network member, you have access to Cedar Group's specialist advisory team for complex tax, legal, and valuation work. You also have access to other member firms in the network. If one of your clients needs a capability that another member firm has — an industry specialty, a geographic presence, a specific compliance expertise — we facilitate the introduction. The network works in every direction.
How does the white-label model work?+
White-label applies to our tax advisory. You send us the file; we produce the tax work product — the reorganization memo, planning analysis, or strategy memo — and deliver it unbranded so you can present it to your client under your own firm's name. We never contact your client directly. Legal and valuation work is delivered named: the lawyer signs the legal opinion and the Chartered Business Valuator signs the valuation report, as their professional standards require — so those pieces are referral-based, not white-labeled.
What does it cost to join the network?+
Nothing. There is no membership fee, no minimum commitment, and no annual charge. You pay Cedar Group only when you send us work. Fees are discussed on a per-engagement basis before work begins.
Will Cedar Group contact my clients directly?+
Never — unless you explicitly ask us to. For white-labeled tax work, your client receives it under your firm's name. For legal or valuation work, the licensed professional is named on their own deliverable, and we engage only with your knowledge and consent.
What types of work does Cedar Group handle?+
Corporate reorganizations, estate freezes, M&A structuring, CRA audit defence, business valuations, purchase price allocations, shareholders agreements, trust planning, cross-border tax, and more. If it is complex and your team needs support, we can likely help.
Is there a minimum engagement size?+
No formal minimum. That said, our work tends to involve complex advisory files — reorganizations, transactions, disputes, and estate planning — where the engagement value is typically $5,000 and up.
Can I leave the network at any time?+
Yes. There is no lock-in. If you have active files with Cedar Group, we complete those through to conclusion. Beyond that, you are free to stop referring at any time.
The Cedar Group Network is a collaboration of independent professional firms and practitioners. Each member firm operates independently and is solely responsible for its own professional obligations. Membership in the Cedar Group Network does not create a partnership, joint venture, or agency relationship between member firms and The Cedar Consulting Group Inc.