Dan Nagle

Background

About Dan Nagle

I’m a Partner and Audit Professional at BDO Canada focused on helping mid-market clients grow, transform, and unlock value — whether through M&A, tax strategy, or emerging technologies like AI. My approach goes beyond compliance. I act as a strategic advisor and connector, helping clients align their business goals, financial structure, and operating models. I regularly collaborate with specialists across our firm — in tax, valuation, corporate finance, and digital advisory — to co-create holistic solutions. In addition to my audit and advisory work, I lead AI enablement efforts across our Kitchener-Waterloo and London-Windsor offices. I help our teams and clients explore practical AI use cases — from automating tasks and streamlining processes to building GPT-powered tools that improve decision-making and unlock capacity. How I Help Clients Create Value: • Audit & Assurance (ASPE & IFRS): Delivering risk-based, insight-driven audits that support compliance, capital planning, and executive confidence. • Mergers & Acquisitions: Supporting due diligence, integration, and deal strategy in collaboration with our corporate finance and tax teams to ensure long-term success. • AI-Enabled Advisory: Guiding teams in exploring automation, productivity, and strategy augmentation through applied AI. • Corporate Structure Optimization: Working with tax specialists to align legal structure with growth, succession, and M&A readiness. • Business Growth Strategy: Helping leaders identify performance levers and engaging the right experts to execute on them. • Tax Planning & Succession: Collaborating with senior tax advisors to support continuity and intergenerational wealth transfer. • Strategic Planning & Financial Modeling: Facilitating planning sessions and working with valuation teams to model future-state scenarios. • Cash Flow & Working Capital Advisory: Uncovering opportunities and coordinating with finance and ops specialists to improve liquidity. • Accounting Systems & Reporting: Advising on finance modernization in collaboration with our cloud and digital teams. • Business Valuations: Partnering with valuation professionals to inform exits, acquisitions, and capital decisions. If you’re planning to grow, acquire, exit, or transform — and need an advisor who sees the whole picture — I’d be glad to connect.