Business Valuations & Litigation Support

Corporate Reorganization: Our team delivers business valuation services for various tax-related activities, such as tax reorganizations, estate planning, employee stock option plans, employee ownership trusts, and internal planning. Our offerings include preparing calculation, estimate, and comprehensive valuation reports, tailored to your specific needs and requirements.

Mergers & Acquisitions (Buy/Sell Side): We provide business transaction services for Mergers & Acquisitions (M&A), minimizing risk and maximizing value for clients on both the buy and sell sides. Our services include developing M&A strategies, valuing businesses, negotiating terms, and more. We offer quantitative and qualitative support through offer analysis, research, pricing, and identifying synergistic advantages.

Financial Reporting & Regulatory Requirements: Our Chartered Business Valuators (CBVs) offer accurate fair value measurements essential for auditors, regulators, business leaders, lenders, and institutional investors. We prepare reports, opinions, and memos for various financial reporting and regulatory requirements, including fairness opinions, purchase price allocations, impairment testing, and fair value assessments.

Litigation Support: We provide comprehensive litigation support services, including damage quantification, personal injury reports, guideline income, family maintenance support, expropriation, and business interruption. We assist in establishing the validity of claims, identifying potential heads of damage, critiquing third-party reports, and assessing settlement offers from a financial perspective.

Valuation of Financial Instruments: Our team specializes in valuing complex securities and financial instruments, such as contingent consideration, options, warrants, private debt ratings, and convertible securities. We also assist companies in structuring these instruments for capital-raising purposes.

Limited Critique: We offer detailed critiques of third-party reports, identifying flaws in logic, missing data and facts, unsupported assumptions, and gaps in valuation methodology. Our reports help you understand and address potential issues in third-party valuations.

Value Consulting: We specialize in delivering strategic advice that empowers informed decision-making, enabling you to maximize value and mitigate risks effectively. Our services include:

• • Working Capital Analysis: Assessing working capital to verify its alignment with the final purchase price, safeguarding against overpayment or undervaluation.
  • Unanimous Shareholders Agreement (USA): Assist in preparing the valuation section of the USA for accuracy and fairness.
  • Financial Modelling: Prepare financial models for forecasting and budgeting.
  • Divisional Planning: Useful for companies with multiple divisions considering spin-offs or divestitures.
  • Project Feasibility: Assess the viability of potential projects.
  • Pricing Analysis: Provide quick assessments of business operations value.
  • Financing: Produce valuation reports to assist lenders in assessing financing options.
  • Quality of Earnings Reports: Evaluate a company’s earnings for a clear financial health picture.
  • Due Diligence: Conduct extensive reviews of a company’s financials to reduce buyer risk.