Expert advice you can rely on.
Practicing as a Chartered Professional Accountant (CA) since 1994, I have been specializing in Business Valuation in Newfoundland and across Canada since 2000. Business Valuation advice and reporting is generally used in the following contexts:
A Business Valuation combines quantitative financial techniques with qualitative analysis of the business, the industry and the economic conditions in general to determine a notional market value of a business. A valuation provides a substantive basis for a price that hypothetical informed buyers and sellers would negotiate at arm's length for a business or partial equity interest,
If "market value" is the essential question in any transaction based financial activity, then a Chartered Business Valuator is the answer. Established in 1971, the Canadian Institute of Chartered Business Valuators is nationally and internationally recognized as the pre-eminent business valuation organization in Canada.
An estimated 75% of family businesses in Canada will transfer from one generation to the next over the coming 15 years.
Whether passing the company along within the family or selling it to outside interests, a business valuation that establishes a realistic and fair dollar number will be an important part of your transition plan.
The number you have in mind may not be the value that your family successors, potential buyers or tax assessors would arrive at. A Professional Business Valuator can provide independent insight into your assets, liabilities and intangible value.
Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business.
As a business owner, you want to be sure that you understand its value in order to make certain that you're getting the maximum benefit. Professional Business Valuators will enable you get an accurate portrait of your assets and liabilities.
Understanding what contributes to the value is an important strength to take into negotiations.
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. I provide a full range of services:
Dispute and Financial Litigation services relate to damages for lost profits; shareholder/partner disputes; insurance and business interruption claims; matrimonial disputes; minority shareholder appraisal and oppression remedies, tax-related disputes, unfair competition; and expert witness testimony.
Financial modelling for various purposes.
Financial loss quantification related to:
- Breach of contract
- Business interruption claims
- Personal injury claims of self-employed business people
- Expert financial analysis for regulatory proceedings
- Early case assessment
- Information gathering and fact finding
- Technical analysis
- Issue report containing independent expert opinion
- Critique of other financial experts’ reports
- Settlement negotiations
- Trial preparation
- Cross-examination assistance
- Expert testimony at arbitration, mediation or trial