Valuation Services
For Business Owners
- Comprehensive Business Valuation Report: A detailed 50-page evaluation of the value of your Business, including tangible assets, industry study, calculations and unlimited scope.
- Estimate of Business Value: A 40-page explanation of your company’s value;
- Calculation of Business Value: A 25-page report with financial calculations, business modeling, and practical insights
- Valuation spreadsheets: Detailed (7-12 pages) calculations with explanations of tangible and intangible assets
- List of Comparable-Company transactions; Private company transactions from the last five years to determine industry pricing multiples
- Tax Planning: Valuations determine accurate tax liabilities and support effective tax planning.
For Lawyers
- Fairness Opinions: A fairness opinion is an impartial review of proposed transactions
- Limited Critique Reports: A critical review of another valuator’s findings
- Divorces: Equitable valuation reports for settlements
- Intellectual Property (IP) or Software Valuation: Assess the value of intellectual property and intangible assets
- Estate Planning: Reports to ensure fair asset distribution in estates before or following the death of a family member
- Succession Planning: Valuations provide a basis for fair ownership transfers and future planning in succession
- Shareholder disputes, litigation support: Trusted Valuation reports for litigation matters
- Act as an expert witness in court: Being an expert witness helps courts understand complex valuation issues
No matter why you need a business valuation, we are happy to help. We have also prepared business valuations for Ontario-based companies, Montreal and across Canada.
The benefits of using a CBV
Expertise & Credibility
CBVs offer specialized expertise and follow rigorous standards, ensuring precise and trustworthy valuations. They are adept with understanding cash flows, future earnings, and financial reporting.
Objective & Unbiased
CBVs offer unbiased evaluations by employing suitable techniques, reducing personal prejudices and guaranteeing equity.
Approved Techniques
CBVs apply diverse valuation approaches to ensure a comprehensive and precise evaluation of a company's worth.
Adherence to Regulations
CBVs make sure that valuations follow the CICBV reporting standards. This ensures they are suitable for legal and tax use.
Frequently Asked Questions (FAQ)
How much does a valuation cost?
The cost varies based on factors like the level of assurance, purpose, industry, and market conditions. Contact me for a quote tailored to your needs.
Can a CPA provide valuation services?
CPAs are skilled in financial reporting, but only CBVs have specialized training to perform advanced valuations.
Do your reports meet professional standards?
Yes, all our reports comply with CICBV standards and maintain high-quality standards.
How long does it take to complete a valuation report?
After our consultation and receiving the required documents, reports are typically ready within 10 to 20 days.
How do you keep pricing competitive?
With a streamlined approach and low overhead, I provide cost-effective services without compromising quality.
How can I verify your credentials?
You can confirm my qualifications through the CPA Quebec registry and the CICBV website.