Business Valuation
A business valuation is a process and set of procedures used to determine the fair market value of an owner’s interest in his or her business. For many business owners, their company represents a significant portion of their overall family wealth and understanding its value is often critical in executing a variety of strategies and objectives.
We will take care of you
Whether you are contemplating an exit strategy or require valuation for tax planning, litigation, or financial reporting, we have the experience and expertise to assist you.
In every engagement, we build a strong understanding of the business and perform a comprehensive analysis of multiple factors that can affect business value in order to determine robust and defensible valuation opinions.
Areas where business valuation services are most frequently required:
- Merges & acquisitions (M&A)
- Corporate reorganizations
- Income tax & tax planning
- Matrimonial & other disputes
- Estate & succession planning
- IPO / going private
- Fairness opinions
- Financial reporting & goodwill impairments
- Business insurance
Types of valuation reports:
- Calculation valuation
- Estimate valuation
- Comprehensive valuation
Valuation reports differ depending on the nature of the engagements. For example, calculation valuation reports are high-level and frequently sufficient for low-risk valuations, typically asked by the CRA or in friendly transactions. Meanwhile, contentious litigation matters, disputes, or high-stake M&A transactions would likely warrant a considerably more rigorous comprehensive valuation report.