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 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

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.

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.

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.

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.

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.

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.

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.

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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

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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

... Read More

Talk to us.

Our team of advisors supports our clients with the knowledge and expertise you need to reach your business objectives.

It starts with a conversation. Let us know how we can help.

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