Before you sign a letter of intent (LOI), spend 30–60 minutes on a CBV/CFO screen. It’s a small step that routinely saves buyers and sellers thousands in avoidable costs and weeks of friction. The goal is simple: make sure price and terms match risk—before momentum locks in. Where deals leak money • Working capital peg: […]
Before you commission a valuation, ask a simple question: will it pay for itself? Owners often think of the fee as a cost. In practice, a good valuation often saves money or earns it back by improving terms, speeding the process, strengthening price, and preventing surprises. Where return comes from • Better deal terms: a […]
Courts and buyers don’t reward narratives; they reward predictable cash. The most persuasive valuation work converts risk stories into numbers—then shows how you’ll reduce those risks in the next few weeks. A simple four-week grid is often enough to demonstrate momentum. Translate risk → numbersIf customer concentration is high, price it in the multiple and […]
Bigger spreadsheets don’t win deals—defensible judgment does. A strong valuation is not a single number produced by a black box; it’s a transparent, evidence-based Possible Value range, supported by method choice, clean normalizations, defensible comparables, and a clear map from risk narratives to hard numbers. Start with the business model How the company makes and […]
Overview of Sections 85 to 88: These sections of the Canadian Income Tax Act allow taxpayers to defer the recognition of gains when transferring assets to a corporation or reorganizing their business, ensuring that taxes are not triggered immediately. However, a proper valuation is essential to comply with legal and tax requirements. Why Business Valuation […]
Business valuation is both an art and a science. While financial models and quantitative techniques provide the foundation, the true value of a business often lies in factors that numbers alone cannot capture. This is where experienced judgment becomes not just important but indispensable. The Limits of Financial Models Financial models, such as discounted cash […]
Introduction Running a business can feel like navigating a dense forest—you’re so busy managing the trees (day-to-day operations) that it’s hard to see the forest (the bigger picture). This focus on immediate tasks can cause business owners to overlook key opportunities or risks that affect long-term success. A professional business valuation acts like a bird’s-eye […]
We differentiate ourselves because of the following: We are a boutique firm specializing in valuation of privately owned enterprises. Our founder has more than 25 years of experience working as a CFO and managing SME businesses in Canada. We perform most of our work virtually thus taking least amount of time from our busy clients. […]
To plan business growth. An experienced professional business valuator (such as a CBV) can identify areas of growth and suggest ways of increasing cash flows increase business value. For Strategic Planning. You can plan the course of your business over the next 3 to 5 years with the help of a professional who knows strategic […]