Depending on the context, a valuation may be required by the following stakeholders among others:
- tax authorities during tax planning reviews;
- bankers during the transfer of shares between related persons or the purchase of shares by individuals (bankers will require that an independent expert determine the value of the shares they will be financing);
- venture capital firms in the case of a financing deal;
- insurers in the event of claims (expert reports required);
- in the event of a dispute, shareholders wishing to end their business relationship.
Here are some of the situations where our CPAs with expertise in business valuation can provide their services:
- a rollover of assets;
- the integration of key employees;
- the redemption of an existing shareholder’s shares;
- the quantification of operating losses resulting from a fire or a breach of contract;
- a dispute between shareholders, a divorce situation or a death;
- the validation of a valuation report prepared by a third party.
The different reports produced in these contexts are:
- calculation report of fair market value;
- estimation report of fair market value;
- exhaustive report of fair market value;
- expertise report;
- limited critique report.
Entrust your business valuation to an experienced team.
Deal with CPAs who are qualified and have the Chartered Business Valuator (CBV) title conferred by the Canadian Institute of Chartered Business Valuators (CICBV).
The first meeting is exploratory and free of charge.
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