We provide valuation advice to accounting firms, law firms, and business owners and their advisers in areas such as corporate reorganizations, the purchase and sale of business interests, and succession planning. 

We also provide accounting firms with valuation advice required in the establishment of fair value for assets acquired in a business acquisition.  Our advice would include the valuation of intangible assets acquired in a transaction and the review of goodwill impairment in the years subsequent to the acquisition.  

Specific purposes for which business valuation services are provided include:                                    

• Share valuations for tax purposes in corporate reorganizations;
• Purchase and sale of business interests including partnership interests;
• Valuation of intellectual property such as patents, technology, royalty streams and assets protected by copyright;
• Estate planning where an individual's estate may include a privately held business;
• Succession planning where the value of shares in a family business needs to be established to assist in the transfer of ownership to family members or to be sold to arm's length buyers; and
• Matrimonial disputes which involve the valuation of family owned business interests.

Our valuation services focus on the valuation of private business interests for which there is no established marketplace and therefore no significant data base of comparable transactions from which to draw market valuations.  In those cases where the business is not exposed to the marketplace for sale, but a fair market value is required, we can provide such a value by utilizing generally accepted business valuation standards and procedures, along with our professional experience, to produce a theoretical or "notional" valuation. Our valuation reports provide a professional, independent judgment of business value that is accepted by accountants, lawyers, financial institutions, the Courts and Canada Revenue Agency.