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.
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
A summary calculation of value report (3 pages)
Valuation spreadsheets (7-12 pages) with explanation of the determination of the value of the appraised business
Scope of the review: limited
Valuation report
Calculation of value
$5,500 and more
A calculation of value report (7-9 pages)
Valuation spreadsheets (10-15 pages) with explanation of the determination of the value of the appraised business
One hour of consultation
Scope of the review: includes a summary financial analysis
Valuation report
Estimate of value
$15,000 and more
An estimate of value report (12-15 pages)
Valuation spreadsheets (15-30 pages) with a more detailed explanation of the determination of the value of the appraised business
Comments from an expert on remuneration at fair market value
Appraisal of equipment and real estate assets by an expert, if applicable
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.