Are you a professional who works closely—or occasionally—with small and medium-sized businesses, and need an objective, independent valuation of a company’s worth? Are you looking for a qualified expert capable of delivering a report that meets both your timelines and the highest professional standards?
Our firm offers over 25 years of experience in business valuation. Since 1999, we have assessed the fair market value of more than 2,000 small and medium-sized businesses across a variety of contexts, including acquisitions, sales, and strategic reorganizations.
We provide independent and thorough evaluations in situations such as:
Entry or exit of partners, shareholders, or associates
Shareholder disagreements or disputes
Tax planning and corporate reorganizations
Succession and estate planning
Valuation for deemed disposition (death)
Insurance planning
Business restructuring or repositioning
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.