Solutions for Accountants and Tax Professionals

Solutions for Accountants and Tax Professionals

Are you looking for a business valuation expert who can provide your clients with a rigorous, professional, and fairly priced service? Do you want to reduce the risk of tax authority challenges and ensure the applicability of a price adjustment clause? Our firm offers reliable support backed by proven expertise.

Led by an FCPA and CBV with over 25 years of experience, our team has conducted more than 2,000 business valuations since 1999—many of them for tax reorganization purposes.

We frequently assist in the following situations:

Business transfers
Purchase or sale of a business or ownership interest
Succession planning
Corporate tax reorganizations
Shareholder or partner disputes

The Valuation Report

Our reports are prepared in accordance with the standards of the Canadian Institute of Chartered Business Valuators (CICBV), and may be delivered in one of the following formats:
Calculation Value Report – Summary
Calculation Value Report – Detailed
Estimate Value Report
Comprehensive Valuation Report
Depending on your preference, the report can be prepared on your firm’s letterhead (co-signed) or issued directly by our firm as the primary signatory.

Business Valuation Reports

Our business valuation reports are prepared in accordance with the rigorous standards of the Canadian Institute of Chartered Business Valuators (CICBV). Depending on your needs, our analysis can be delivered in one of four recognized report formats:

Summary valuation report
Calculation of value

$3,500 and more

Valuation report
Calculation of value

$5,500 and more

Valuation report
Estimate of value

$15,000 and more

We also offer, upon request, a comprehensive valuation report starting at $30,000, which includes an in-depth analysis of the business: financial statements, industry context, governance structure, growth outlook, and more.