Lawyers & Accountants
A Trusted Insolvency, Restructuring, and Forensic Resource for Your Clients
When a client needs insolvency, restructuring, forensic, or court-appointed expertise outside your mandate, a referral is both a professional decision and an act of trust. You need a firm that will protect the client relationship, communicate clearly, and provide advice that reflects the full situation.
Albert Gelman Inc. works alongside lawyers and accountants as an independent resource. We define our role clearly, keep the referring advisor informed, and respect the scope of the existing relationship. When our work is complete, the client returns to you with the benefit of a coordinated process.
What Referring Advisors Can Expect
- Respect for the Relationship. We support your advice and remain focused on the specific expertise or appointment the client requires.
- Clear Scope and Communication. We promptly clear conflicts, establish responsibilities at the outset, and provide useful updates as the matter progresses.
- Direct Senior Access. You and your client can speak with the professionals responsible for the analysis, advice, and execution.
- Defensible Work. Our analysis and reporting are prepared to withstand scrutiny in negotiations, formal proceedings, and court.
- A Right-Sized Alternative. When a national firm is conflicted, unavailable, or disproportionate to the mandate, we provide experienced senior-level support without unnecessary layers, complexity, or cost.
When to Call Us
- A client's cash flow problems or tax arrears are escalating.
- A business issue may create personal exposure for an owner or director.
- A lender or creditor needs an independent assessment or appointment.
- Financial records, transactions, or conduct are disputed.
- The parties or the court require an impartial professional to take on a defined role.
Breadth Without Fragmentation
Our experience spans corporate insolvency, personal debt, Canada Revenue Agency obligations, forensic review, litigation support, and court-appointed work. When a client’s issues cross more than one area, we can coordinate the necessary expertise without sending the client through a series of disconnected referrals. This is particularly valuable for owner-operated businesses, where business challenges often create personal exposure for shareholders, directors, and guarantors.
For more about the work we undertake, see our Corporate Restructuring & Insolvency, Forensic & Investigative Accounting, and Estates, Trusts & Court-Appointed Services service pages.