Business Services

Business Valuation

Credible, defensible valuations for sales, partnerships, shareholder disputes, estate planning, or financing.

Know what your business is worth.

Whether you're planning to sell, bringing in a partner, resolving a shareholder dispute, or preparing your estate, an accurate business valuation is the foundation of every major financial decision. Our valuations are prepared by experienced professionals and stand up to scrutiny from buyers, lawyers, and the CRA.

What's included

Fair Market Value Reports

A comprehensive valuation report that determines the price a willing buyer and seller would agree to in an open market — the standard required by the CRA and most legal proceedings.

Shareholder Buy-Sell Agreements

We value the business at the time of a shareholder entry or exit, providing an independent figure that protects all parties and reduces the risk of disputes.

Estate & Succession Planning

Accurate valuations for estate freezes, family business transfers, and succession plans — helping you minimize taxes and ensure a smooth transition to the next generation.

Financing & Investor Presentations

We prepare valuation analyses that support your ask when approaching banks, private equity, or angel investors — giving them the independent data they need to say yes.

Litigation Support

Expert valuation reports and testimony support for shareholder disputes, matrimonial proceedings, and commercial litigation.

Real-world examples

Business sale

A manufacturing business owner approaching retirement needed to know their asking price before listing. Our fair market value report identified $2.1M in enterprise value — 30% higher than their initial estimate — based on normalized earnings and industry multiples.

Shareholder dispute

When two equal partners in a Toronto services firm decided to part ways, our independent valuation gave both sides a credible starting point for negotiation, avoiding costly litigation.

Estate freeze

A family business owner used our valuation to execute an estate freeze, locking in the current value for tax purposes and transferring future growth to their children — saving an estimated $180,000 in eventual capital gains tax.

Bank financing

A franchise operator seeking a $750,000 expansion loan needed a business valuation to satisfy the lender. Our report was accepted by the bank without revision, and the loan was approved within three weeks.

Frequently asked questions

Find out what your business is worth

Book a free consultation and we'll explain the valuation process and what to expect.

Book a Free Consultation