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Tax Services

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Strategic. Proactive. Minimizing Liabilities.

We manage your tax obligations with care and foresight—leveraging every deduction and compliance strategy to protect your bottom line.

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Our Tax Offerings

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Entity Structure Review & Tax Planning
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We assess your business structure to optimize tax positioning and legal protection.

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Sector-Specific Deduction Strategies
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Tailored advice to maximize allowable deductions based on your industry’s regulations.

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Federal, State & Local Tax Filing
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Accurate, timely filings to avoid penalties and maintain compliance across jurisdictions.

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IRS Audit Support & Representation
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Expert assistance in preparing documents and managing correspondence with tax authorities.

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Quarterly & Year-End Tax Strategy Sessions
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Proactive planning to help you anticipate tax liabilities and adjust accordingly.

Business Owners & Family Enterprises

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Seeking strategic capital to scale operations, expand markets, or accelerate growth

We provide direct investments, trade finance, and structured capital solutions tailored to fuel expansion, drive operational efficiency, and unlock new market opportunities.

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Exploring ownership transitions, partial exits, or succession planning

Whether navigating generational handovers or preparing for a strategic exit, we help businesses design and implement transition plans that maximize value while preserving family legacy.

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Requiring structured trade finance or debt solutions to unlock liquidity

Our non-dilutive funding options, including trade finance and bespoke debt solutions, enable businesses to bridge working capital gaps and finance imports, inventory, or growth cycles.

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Facing challenges in governance, structure, or long-term sustainability

We support family businesses in strengthening governance, optimizing organizational structure, and embedding resilience for future growth.

Corporate Advisory

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Growth & Expansion Strategy

Unlock new revenue streams through in-depth market analysis, go-to-market planning, and commercial growth frameworks.

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Business Transformation

Lead holistic change across operations, people, and systems to reposition the business for scale, profitability, and long-term resilience.

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Change Management

Navigate complex organizational change with structured plans that align stakeholders, embed new capabilities, and drive adoption.

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New Market Entry

Plan and execute regional expansion strategies supported by research, competitor mapping, and operational modeling.

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Feasibility Studies

Validate the commercial, financial, and operational potential of new projects, or investments with clear go/no-go recommendations.

specializing in empowering businesses

Our Managing Partner

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Tarek El Gammal in

Private Equity | Investment Banking | Search Fund Investing

Tarek El Gammal is the Managing Partner of Ubuntu Capital Partners, a boutique investment firm specializing in empowering lower midmarket businesses and family enterprises across the MENA region. With over 20 years of leadership experience in private equity, investment banking, capital markets, and entrepreneurship, he is recognized for bridging strategic capital with high-growth opportunities. He partners with UHNWIs, family offices, and private capital funds to structure investments that deliver strong, risk-adjusted returns. His expertise spans direct investments, trade finance, structured buyouts, and M&A advisory, supporting businesses in scaling, transitioning ownership, and creating long-term value.

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Capital Solutions for Businesses

We deliver strategic capital tailored to the unique needs of lower midmarket companies and family businesses, supporting growth, liquidity, and long-term value creation.

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Investment Opportunities for Investors

We create access to high-quality, lower midmarket investments that combine yield, stability, and long-term value creation. Our investment offerings are designed for family offices, HNWIs, and private capital funds seeking strategic, risk-adjusted exposure to established businesses in the MENA region.

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Our key clients

Clients

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Achal Shukla
CMA, ACMA, CGMA
CEO

Meet Achal Shukla, a dedicated husband and proud father of three, who embarked on his accounting journey in Canada following immigration to this captivating country. With an impressive 23 years of international accounting experience, Achal’s career has spanned prestigious organizations in India and even extended to Malawi, East Africa. Holding multiple esteemed accounting certifications from the UK, USA, Australia, and India, Achal underscores his commitment to delivering ethical accounting services. His credentials include CMA (USA), ACMA (India), CGMA (UK and USA), MIPA (Australia), MBA (India), and M.COM (India), reflecting a comprehensive and globally recognized skill set.

Beyond qualifications, Achal emphasizes the importance of trust-building through extensive industry experience, fostering confidence in clients. His definition of success revolves around the ability to create positive outcomes that enable customers to achieve success in their unique business models. Achal Shukla brings not only a wealth of expertise but also a personal commitment to delivering top-notch accounting services, making him a valuable partner in financial success.

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Rene Greener
Director - Operations

Rene has a diverse background in business consulting; marketing, sales and management leadership roles with several Fortune 500 companies.

His impressive track record of leadership; advisory; and team building combined with his extensive network of professionals ranging from mid- to senior-level executives, positions him to connect the right people with the right opportunities.​ We make our clients more successful and more profitable!

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Manish Prajapati
Director - Business Development

Manish Prajapati is a seasoned Business Growth Leader and Events Management Professional with over 20 years of experience in project management, leadership, entrepreneurship, sales, marketing, and event execution. His expertise spans large-scale business development, strategic planning, and stakeholder engagement, making him a versatile and results-driven leader.

He has successfully launched and managed high-profile initiatives, including the VIPIO (Vancouver Island’s People of India Origin) Awards, the Global Gujarati Gaurav Awards and the Inspiring Wonder Woman Awards, which have received widespread acclaim for their impact and outreach.

Beyond his professional success, Manish is deeply committed to community service, actively participating in social initiatives that reflect his mission-driven leadership style. Passionate about fostering professionalism, networking, and knowledge-sharing, he continues to create meaningful experiences that drive business growth, leadership excellence, and community impact.

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Hemali Shukla
Booking Head

Meet Hemali Shukla, a highly accomplished professional with a Master of Commerce (M.Comm) degree and a Bachelor of Education (B.Ed). Her academic journey reflects a commitment to both commerce and education, showcasing a versatile skill set. Hemali’s dedication extends beyond the professional realm, as she is a devoted wife and mother, contributing significantly to the success and harmony of her household.

With a strong foundation in commerce and a passion for educational excellence, Hemali brings a unique blend of expertise to her pursuits. Her commitment to creating a nurturing environment within her family and community aligns with her belief in the transformative power of knowledge. Hemali Shukla’s story is one of resilience, dedication, and a harmonious integration of academic and personal aspirations, making her a well-rounded individual in both spheres of life.

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Kimberly Knell
Booking Supervisor

Meet Kimberly Buckley, the powerhouse behind our marketing and bookkeeping strategies. As an Admin/Marketing Specialist, she’s not just about optimizing functions – she brings people together within our organization. Kimberly’s attention to detail is unmatched, adding a lively touch to both the nitty-gritty of day-to-day tasks and the big picture of success.

Kimberly’s work is more than just a job; it’s a passion for making success happen. With her strategic insight and hands-on support, she turns the everyday into something special, achieving remarkable outcomes that resonate throughout the team. Whether she’s infusing creativity into marketing efforts or handling bookkeeping details, Kimberly’s approach is friendly, dynamic, and essential to our shared journey towards excellence.

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Emily Mitchell
Accounting Supervisor

Introducing Emily Mitchell, the skilled accountant with CFO4Builders’ Canadian division. Possessing a sharp analytical mind and a fervent commitment to financial excellence, Emily plays a pivotal role in ensuring the financial health and success of the company. With a meticulous approach to numbers and a passion for optimizing financial processes, she contributes significantly to maintaining a robust and efficient financial system.

Emily’s dedication to accuracy, compliance, and strategic financial management makes her an indispensable asset to the CFO4Builders team. Beyond her professional responsibilities, Emily is dedicated to advancing her expertise in accounting and staying abreast of industry trends, positioning herself as a key contributor to the company’s continued success in the Canadian market.

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Raj Kapoor
Accounting Supervisor

Introducing Raj Kapoor, the accomplished accountant spearheading financial excellence at CFO4Builders’ US division. Raj adds a personalized touch to his role, forging meaningful connections with top-tier financial professionals to enhance the strength of our dynamic team. Going beyond the confines of balance sheets and ledgers, Raj is dedicated to cultivating successful financial careers and playing a key role in propelling CFO4Builders to greater heights in the competitive US market.

With a personable demeanor and unwavering professionalism, Raj Kapoor isn’t merely managing finances; he’s crafting success stories and contributing to the sustained growth of CFO4Builders in the dynamic landscape of American business.

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