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Professional Business Valuations for your major financial transactions, from Mergers, Acquisitions, to Recapitalizations. Contact us if you want to leran more about company valuations & business valuation reports
Free Consultations for Company Valuations
Business Valuation for M&A and divestiture transactions, settlements, litigations, and fundraisings
Not only we provide professional valuations but we also advise businesses on how to handle their growth and exit transitions. Our fees and time required to complete the valuation are fixed and provided before engagement. Contact us for a free consulting for your valuation. Other Functions
Mergers, acquisitions, going private, going public
Purchase price allocations and impairment testing
Corporate reorganizations & shareholder disputes
Investment & financial instrument valuations
A professional business valuation report provides the Fair Market Value (or Intrinsic Value) of a company based on thorough financial analysis and corroboration of the company’s financial information, business and economic factors.
Accredited business valuations must be unbiased and independent and provided by a qualified person.
Our valuations are completed by experienced valuators with one or more professional designation(s) (CFA, CPA, ABV, or CBV). In order to remain independent, we also provide fee-for-service valuation reports in accordance to ABV and CBV standards so you and other parties can rely on a third-party & independent valuation report.
3 levels of assurance & 9 types of reports
The level of assurance and the type of report required depend upon three things – Purpose, Timeline, and Resources available.
Three business valuation assurance levels
Minimum review and analysis with little to no corroboration.
Low Level of Assurance
Limited review and analysis with limited corroboration.
Moderate Level of Assurance
Comprehensive review and analysis with corroboration.
High Level of Assurance
For different company valuations
A valuation report is any written communication with a conclusion as to the value of shares, assets or an interest in a business.
Advisory reports are not independent and are for engagements within advisory capacity.
Expert reports are independent and they are used for engagements where an expert is required.
A Limited Critique Report does not provide a valuation conclusion but instead reviews a report provided by another valuator.
A Fairness Opinion provides a written conclusion as to the fairness of a proposed transaction to security holders.
An Investment Entity Review Report provides a conclusion of the reasonableness of value of an investment entity.
There is no one size fit all. Before we step into an engagement, we will look into the scope of work and help you determine a business valuation report that fits your budget, meet your timeline, and achieve your mandate.
Initial Consulting
We will first determine the purpose of the business valuation. Determine the type and use of the valuation report. For example, if you are a private equity group reviewing multiple offers for your deal flow, you might only need a lower assurance calculation report as the purpose is to shortlist a number of companies to a few. The initial consulting meeting is free of charge.
Engagement
Once we decided we can help, we will quote you and move on to the engagement phase. We will determine the details of applicable legislation, governing contracts and other relevant factors. Compile background information including basic business data, financial data, industry research and other relevant records. An engagement letter will be drafted and provide details of the deliverable and the timeframe.
Qualitative Analysis
We will collect relevant information for the business valuation. There are three categories of qualitative information. Information about the company, the industry, and the economy. The research typically includes industry trend, business successful key factors, value drivers and opportunities. A Strengths, Weaknesses, Opportunities, and Threats (SWOT ) analysis analysis is provided.
Quantitative Analysis
The objective of this process is to quantify the company value based on the purpose of the valuation and collected information. Quantitative analysis within the business valuation context is dynamic, meaning different types of analysis are usually included. We would identify the trend and what caused them and analyze the financial information and separate recurring and non-recurring items. Use different valuation metrics that are suitable for the subject business valuation.
Free consultation for company valuations, business valuations, and fairness opinions
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Business valuations are created by professionals with different designations in Canada. Global financial professionals such as CFA Charterholder, CPA Canada Chartered Accountants, and Business Valuators (ABV and CBV) are well recognized in the valuation industry. Each professional designation has its own own professional code of ethics and standards of professional conduct.
Businesses might need forensic valuations for courts, taxation purposes, and regulatory compliances. Canada’s Chartered Business Valuator (CBV) Institute with its main focus on valuation has practice standards that outline the requirements and purposes for different valuation reports. The CBV Practice Standards include three assurance levels and six types of reports.