Business Valuation

The value that matters

Whether you are raising financing for your business, admitting new shareholders, doing a corporate turnaround for tax compliance or business transfer, reacting to “triggering events” of your shareholder agreement, assessing the impairment of your intangible assets or going through a transaction (Buy or sell), we can formulate an accurate opinion on the value of your company or your ownership in a company.

We mainly provide 3 types of reports:

  • Calculation
  • Estimate
  • Comprehensive valuation report in full compliance with the standards of The Canadian Institute of chartered Business Valuators (CICBV).

Where applicable, we can provide other specialized reports or provide limited review of other valuation report.

For example, in advisory capacity where independence is not required, we will issue an advisory report which is similar, albeit different to other valuation reports in the sense that we will analyze the facts with your best interest in mind.

Our Valuation Approach

The need for a business valuation service can be unpredictable. For this reason, it is important that business owners keep their small business financial statements organized and easy to access.

A typical business valuation service will require, at minimum, the following documents:

  • 3 to 5 years of historical financial statements (income statement and balance sheet)
  • Records of any previous valuations performed
  • Shareholder agreements
  • Budget and 3 to 5 years forecasts (where applicable)
  • Payroll records
  • The most recent Tax return form
  • An updated Capex management registry

Additional documents may be required for business valuation service depending on the client.

Our Methodology

Business valuation services are performed using 3 different methods.

  1. Capitalisation of earnings or cash flow
  2. Tangible asset Backing and/or net asset
  3. Value based on various Market multiples

Once our business valuation report is complete, we will make sure that our clients understand the different methods and assumptions used to reach our valuation conclusion. If any changes have occurred during the business valuation service, the report and the included conclusion will be adjusted accordingly.