Business Valuation in Toronto, Hamilton

Independent business valuations are crucial when you need to assess the value of a business. A professional valuator’s expertise is needed in cases of marital separation, buying or selling a business, developing a succession plan, or litigating a shareholder dispute.

Our team

Our Toronto-based team of Chartered Business Valuation professionals has earned a reputation in the industry for providing objective, comprehensive, and well-reasoned valuation reports.

Our services

We provide valuations for a variety of purposes, including:

Marital separation valuations

Business and stock options valuations
Assessment of income for support purposes
Tax and foreign exchange implications of cross-border support arrangements
Tracing of funds
Assessments of shareholder loans and contingent income taxes

Shareholder disputes and buyouts

Sale to existing shareholders, management groups, or third parties
Minority interest valuation
Oppression remedy cases

Income tax, estate and succession planning

Corporate reorganizations
Shareholder estate planning
Business valuations for succession planning
Deemed dispositions on the death of a shareholder

When required, we provide expert witness testimony, critiques of opposing experts’ reports, assistance with examinations for discovery, and expert cross-examination at trial.

For more information, contact us or meet our team.

Frequently asked questions about business valuations

What is a business valuation?

A business valuation is a process of determining the economic worth of your business. It involves normalizing the earnings of a business to reflect the ongoing future maintainable level of earnings and applying multiples to the earnings level that consider the positive and negative risk factors associated with realizing the maintainable level of earnings.

What are business valuations used for?

In a litigation context, business valuations are needed in circumstances of divorce proceedings, shareholder disputes, and loss of profit matters. Business valuations are also needed for purposes of succession planning, shareholder buyouts, corporate re-organizations, income tax, goodwill impairment/financial accounting valuations, intellectual property valuation and strategic planning.

What is involved in a business valuation?

A business valuation begins with deciding on the valuation date(s), the percentage interest to be valued and the type of deliverable required. The valuation process involves collecting relevant information, analyzing financial statements and other data, conducting industry research, discussing valuation issues, and preparing the valuation analysis and report.

What are the different types of deliverables for valuation reports?

There are three types of valuation reports: (i) Calculation, (ii) Estimate and (iii) Comprehensive. The type of valuation report is dependent on the nature of the engagement. Calculation reports provide the lowest level of review and corroboration of relevant information, whereas Estimate reports and Comprehensive reports provide higher levels of scope of review and assurance.

What other services does the valuations team provide?

The valuations team also provides expert loss quantification reports required for litigation cases involving breach of contract, construction damages, breach of fiduciary duty, loss of profit, fraud/forensic accounting, misappropriation of funds, etc. In these cases, an expert report is prepared for court, arbitration or mediation purposes.

Do you provide expert witness testimony?

Our valuation and expert reports are prepared objectively and independently for litigation purposes. We provide expert witness testimony, critiques of opposing experts’ reports, assistance with examinations for discovery, and cross-examinations at trial.

Meet our team

Business Valuations insights

Understanding Redundant Assets

Bruce Roher • August 12, 2019

When assessing the value of a business, it’s important to be able to understand and identify redundant assets. Even though redundant assets are often misunderstood, such assets can have a material impact on the value of the business.

Readying your business for sale: Preparation and professionalization

Fuller Landau team • August 06, 2019

With a significant portion of the population approaching retirement age, the number of owners contemplating the sale of their business is greater than ever. However, the process of selling your business is considerably more complex than one might think. There is a great deal of preparation involved to ensure the value of your business is

Why Income Analysis is Important in a Divorce

Bruce Roher • June 10, 2019

In a divorce, it is necessary to understand the income levels of the spouses for purposes of determining the amount of child and spousal support. Business ownership can often complicate this assessment because a business owner has an opportunity to pay personal expenses and also may leave funds in a business that could otherwise be

“Fuller Landau has a deep knowledge of our various businesses, international dealings, and personal finances. I have total comfort knowing that they’ve got everything under control.”

– Costa K., Owner of food & beverage manufacturing business

“Many thanks to Fuller Landau’s Valuation and Litigation Support team for their contribution to a very favourable settlement for our client. Their assistance was invaluable, and as always, it was a pleasure to work together.”

– Michael T., partner at Toronto law firm

“Fuller Landau’s Family Office serves three generations of our family, analyzing our investment performance and ensuring we have the best strategy in place to meet our needs. They are responsive and professional, and go above and beyond in terms of service and timeliness.”

– Michael M., Family Office client

“I have worked with Fuller Landau for years, both professionally (on transactions) and personally (for tax planning and filings). Partners like Jonas Cohen and Andy Yap have provided my clients with knowledgeable, responsive services on deals spanning the globe. On personal finances, Sloan Levett consistently delivers a combination of thoughtful and practical input, top-tier knowledge and experience, and collaboration with other professionals as required.”

– Jake B., Fuller Landau client

“Highly recommend Fuller Landau Family Services! The team of Sloan and Cheryl and others know and understand my needs and future expectations. It gives me comfort knowing someone other than me is keeping an eye on my finances now and in the future as estate planning becomes more and more important.”

– JL, Family Office client

“Sloan was recommended to me by a good friend several years ago when my tax situation started to become a little more complicated. Although I wasn’t necessarily a large client, Sloan took time to explain my options and to understand my situation. I soon learned he has a great ability to take complex tax matters and communicate them in a clear, straightforward way. As my personal and corporate tax situation has become more complex over the last few years, he’s introduced me to other experts to make sure I was getting the best advice. At each stage I have always felt that he has my back – which is about the best vote of confidence you can give a professional advisor.”

– Graham Rawlinson, Partner, Torys LLP

“Sloan at Fuller Landau is someone I have come to trust and rely on immensely for my personal finances over the past 3 years. He is responsive, trustworthy, knowledgeable, and always professional. Sloan takes the time to discuss matters that need my attention and gives me thoughtful advice. As a busy executive, I feel safe knowing that he looks after my finances and I know I’m in good hands.”

Business Valuations

Our team

Our services

Frequently asked questions about business valuations

What is a business valuation?

What are business valuations used for?

What is involved in a business valuation?

What are the different types of deliverables for valuation reports?

What other services does the valuations team provide?

Do you provide expert witness testimony?

Meet our team

Meet our team

Bruce Roher

Ohran Gobrin

Meghan Haley

Matthew Downey

Business Valuations insights

Understanding Redundant Assets

Readying your business for sale: Preparation and professionalization

Why Income Analysis is Important in a Divorce

Talk to us.

– Costa K., Owner of food & beverage manufacturing business

– Michael T., partner at Toronto law firm

– Michael M., Family Office client

– Jake B., Fuller Landau client

– JL, Family Office client

– Graham Rawlinson, Partner, Torys LLP

– Mary Jean Tully, Founder & CEO, Tully Luxury Travel

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