Business valuation and advisory.

Solving complex business issues through numbers.

Chartered Business Valuator (CBV) providing business valuation and advisory support services for individuals and corporations in establishing the value of shares, assets or an interest in a business. As expert in Certified Financial Forensics (CFF) professional services are provided in the quantification of value in commercial cases involving economic losses, insurance claims and patent infringement.

Acting consultant to the legal community prior to commencing litigation, expert witness in court of law and ghost expert advisor on third party expertise reports.

Negotiating/executing M&A transactions in industries including medical, information technology, professional services, franchising, manufacturing, wholesalers and real estate.

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Business Valuation Services

Mandates have been conducted for a variety of purposes, including establishing the Fair Market Value (FMV) and Fair Value (FV) of a business interest:

  • Establishing the value of a business for tax planning

  • Assistance in buying and selling a business

  • Valuation of Intellectual Property

  • Valuation of intangible assets for financial statement disclosure (client lists, technology, trademarks, options, etc.)

  • Goodwill impairment tests for financial statement disclosure

  • Purchase price allocation

  • Estate/insurance planning

  • Corporate reorganizations and roll-overs

  • Shareholders disputes/oppression (application of shotgun clause)

  • Matrimonial disputes

  • Mergers and acquisitions

  • Evaluation of investment plan and financing projects

Advisory Services

Solutions for an ever-changing world. Practice areas include acquisitions, mergers, shareholders disputes, hidden defects, loss of profits, minority shareholders oppression.

  • Assisting clients and attorneys on the strength of the economics

  • Evaluating the risks & benefits of an acquisition/merger

  • Planning to protect assets

  • Economic losses calculations 

  • Mediation team member

“Price is what you pay. Value is what you get. Accounting numbers is the beginning, not the end, of business valuation.”

– Warren Buffett

Get in touch.

To help us best serve your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment. Our general response time is one business day.

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