Business Valuations

Fuller Landau provides objective, comprehensive and well-reasoned valuation reports. Our depth of experience, technical excellence and knowledge of the business environment ensure that all your needs are addressed.

We also provide expert witness testimony, critique of opposing experts’ reports, assistance with examinations for discovery and expert cross­ examination at trial.

 

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Our business valuation reports are used for purposes such as:

Tax and Estate Planning

We provide independent and expert valuation reports for situations ranging from estate planning to complex corporate reorganizations. Business valuations are often required to establish fair market value for income tax purposes, including:

  • Deemed dispositions on the death of a shareholder
  • Corporate reorganizations
  • Estate planning
  • Purchase price allocation and goodwill impairment reviews
  • Transfer pricing
  • Employee share ownership arrangements

 

Marital separation

A reliable assessment and concise presentation of the financial positions of the parties is critical in marital separation matters. Regardless of the legal model used to resolve the dispute – mediation, collaborative negotiation or litigation – our valuation professionals provide family law practitioners and their clients with assistance in the following areas:

  • Business valuations;
  • Valuation of stock options;
  • Assessment of income for support purposes;
  • Net family property statements;
  • Assisting in negotiation of property settlements including tax implications;
  • Review and critique of other experts’ reports;
  • Expert witness testimony and assistance with expert cross-examination at trial; and
  • Post-separation financial planning.

NEW: Valuations and Income Assessment Expert Reports for Family Law By Patricia Harris, C.A., C.B.V
Chapter 6f: Ontario Family Law Practice 2010 Edition.

Mergers and Acquisitions

“What is my company worth?” “How is value established?” These are the types of issues we can help you answer so that you have all the information you need to make the right decisions. Whether it is deciding to sell your business or acquiring a new business to facilitate growth, we can assess value so that you maximize your return on investment.

We establish a company’s fair market value by conducting a thorough valuation which encompasses detailed analyses of the company’s operations, industry, historical financial results, financial projections and comparable transaction activity in the industry.

Shareholder Buyouts

When a shareholder desires to sell their interest in a company, the shares may be sold to other existing shareholders, a management group or to an outside third party. We provide valuation advice, including the preparation of valuation calculations/reports and can assist in the negotiations.

Shareholder Disputes

The “Oppression Remedy” is one of the mechanisms set out in Canadian and Provincial statutes that can be used by minority shareholders and other stakeholders in response to corporate conduct that is oppressive or unfairly prejudicial. We provide objective valuations to assess fair values in minority interest appraisal and oppression remedy cases.

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