Corey Barker, Cpa

Corey Barker, Cpa Email and Phone Number

Supervisor, Strategic Finance and FP and A Solutions @ RSM Canada
Vancouver, BC, CA
Corey Barker, Cpa's Location
Greater Vancouver Metropolitan Area, Canada
Corey Barker, Cpa's Contact Details

Corey Barker, Cpa work email

Corey Barker, Cpa personal email

n/a
About Corey Barker, Cpa

As a CPA with over 6 years of professional experience, Corey has accumulated in-depth knowledge in accounting, mid-market investment banking, and specialty tax planning. Corey’s diverse skillset uniquely positions him to provide comprehensive advisory services to clients through his role on the Mid-Market Investment Banking team at CIBC. Corey started his professional career in 2018 with the largest Canadian-founded accounting firm, MNP LLP, where he completed his CPA articling while accounting and tax planning for small and midsize private businesses. Upon completion of his CPA articling, Corey was a tax specialist and manager at MNP LLP, where he was responsible for a variety of tax planning and reorganization engagements, including, but not limited to estate freezes, capital gain planning, tax-efficient wealth transfers, management buyouts, trust planning, share transfers and exchanges, and acquisition and divestiture engagements. Corey has in-depth experience working with clients to ensure their specific goals are met, which may include tax minimization, maximizing shareholder value, optimizing corporate structures, and reducing estate tax liabilities, among others. Following his time as a tax specialist, Corey joined MNP Corporate Finance Inc., where he acted as an advisor to a variety of clients looking to sell or acquire a business. Corey understands that selling a business can be a very emotional experience to clients, and he has gained invaluable experience holding clients’ hands through the acquisition and divestiture process as they realize on their growth or succession plans, respectively. When exiting a business, owner objectives can vary greatly and may include some, or all of the following components: Value Maximization, Legacy, Management and Employee Retention, and Core Value Alignment with the purchaser. Corey has in-depth experience helping business owners realize on these objectives as part of their growth or succession plan.

Corey Barker, Cpa's Current Company Details
RSM Canada

Rsm Canada

View
Supervisor, Strategic Finance and FP and A Solutions
Vancouver, BC, CA
Website:
rsmcanada.com
Employees:
885
Corey Barker, Cpa Work Experience Details
  • Rsm Canada
    Supervisor, Strategic Finance And Fp And A Solutions
    Rsm Canada
    Vancouver, Bc, Ca
  • Cibc
    Associate, Mid-Market Investment Banking
    Cibc Mar 2024 - Present
    Greater Vancouver Metropolitan Area
    Mid-Market Investment Banking (Diversified M&A)
  • Self-Employed
    M&A Advisor
    Self-Employed Sep 2023 - May 2024
    Greater Vancouver Metropolitan Area
    Exclusive financial advisor on the successful divestiture of an independently-owned dental practice in the Greater Vancouver area:- Broad marketing process to drive competitive tension; - Facility tours and management meetings with prospective buyers; - Negotiation of purchase price and terms of LOI, associate agreement, and purchase agreement;- Preparation of schedules and exhibits to the purchase agreement, and assistance in completing necessary disclosures as part of the… Show more Exclusive financial advisor on the successful divestiture of an independently-owned dental practice in the Greater Vancouver area:- Broad marketing process to drive competitive tension; - Facility tours and management meetings with prospective buyers; - Negotiation of purchase price and terms of LOI, associate agreement, and purchase agreement;- Preparation of schedules and exhibits to the purchase agreement, and assistance in completing necessary disclosures as part of the representations and warranties; - Coordination of change of control assignments; - Correspondence with legal and purchaser advisors; - Assistance and management of the due diligence process;- Tax planning estimates and optimization through a share sale; and - Assistance with pre and post-closing matters, including adjustments, flow of funds, and final filings/returns.Achieved top quality outcome for the client:- Multiple of ~6x EV / EBITDA (multiple based on EBITDA before owner-operator salary at market rates, ~10x after market rate owner-operator salary);- Multiple of ~ 2.5x EV / Revenue; - Negotiated above-market associate wages for vendor on a go-forward basis and as part of transitionary phase; - Purchaser vision and values aligned with vendor, and all employees will be retained going forward, which was extremely important to the vendor; and - Timely execution (14 weeks to LOI, 5 weeks to purchase agreement, and 6 weeks to closing). Show less
  • Mnp
    Senior Associate, Corporate Finance
    Mnp Oct 2022 - Oct 2023
    Vancouver, British Columbia, Canada
    Mid-Market Diversified M&A
  • Mnp
    Associate, Corporate Finance
    Mnp Nov 2021 - Oct 2022
    Vancouver, British Columbia, Canada
    Mid-Market Diversified M&A
  • Mnp
    Tax Manager
    Mnp Oct 2021 - Nov 2021
    Surrey
  • Mnp
    Senior Accountant
    Mnp Oct 2019 - Oct 2021
    Surrey, British Columbia, Canada
  • Mnp
    Staff Accountant
    Mnp Jan 2018 - Sep 2019
    Surrey

Corey Barker, Cpa Skills

Leadership Social Networking Social Media Microsoft Office Customer Service Event Planning Team Leadership Microsoft Word Public Speaking Management Time Management Microsoft Excel

Frequently Asked Questions about Corey Barker, Cpa

What company does Corey Barker, Cpa work for?

Corey Barker, Cpa works for Rsm Canada

What is Corey Barker, Cpa's role at the current company?

Corey Barker, Cpa's current role is Supervisor, Strategic Finance and FP and A Solutions.

What is Corey Barker, Cpa's email address?

Corey Barker, Cpa's email address is corey.barker@mnp.ca

What schools did Corey Barker, Cpa attend?

Corey Barker, Cpa attended Chartered Professional Accountants Of Canada (Cpa Canada), Corporate Finance Institute® (Cfi), Chartered Professional Accountants Of Canada (Cpa Canada), Haskayne School Of Business.

What skills is Corey Barker, Cpa known for?

Corey Barker, Cpa has skills like Leadership, Social Networking, Social Media, Microsoft Office, Customer Service, Event Planning, Team Leadership, Microsoft Word, Public Speaking, Management, Time Management, Microsoft Excel.

Who are Corey Barker, Cpa's colleagues?

Corey Barker, Cpa's colleagues are James Knight Cpa,ca, Sohail Siddiqui, Cpa, Gurkaran Kular, Raka Prasatya, Janar Edgar, Cole Leduc, Cpa, Denise Fluet, Pcp.

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