Our unique approach to advisory combines technical valuation capabilities with relevant insights from our active deal advisory practice. This positions us to advise and provide meaningful insights on how business decisions impact value. Our team provides valuation services to support transaction decisions, including shareholder and management buyouts, employee share ownership plans (ESOPs), buy-side pricing analyses, financial modeling, and valuations to support investment decisions and strategy development.

As Chartered Business Valuators and Chartered Professional Accountants, our team has strong technical qualifications and extensive experience addressing valuation matters for financial reporting purposes. We advise both public and private companies on valuation matters under IFRS, US GAAP and ASPE. Our services include purchase price allocations, valuation of contingent consideration, impairment reviews, intangible asset valuations, and portfolio valuations. As an independent advisory firm, we are free from conflicts and able to respond quickly.

Whether it be restructuring, or valuations to support succession and estate planning, we provide independent opinions that withstand the scrutiny of CRA and regulators.

Fairness opinions require rigorous analysis and expertise in order to provide confidence to stakeholders as part of their decision-making process. As independent valuators, with an active deal advisory team, we have the requisite skills to advise public and private company boards, special committees and stakeholders on matters of fairness regarding potential transactions.

The valuation of financial instruments requires the experience to navigate complex models and analytical tools, as well as in-depth knowledge of technical accounting standards. Our team is capable of both. We prepare complex modelling, pricing, and valuation of all varieties of financial instruments.

Our valuation experts are key resources to counsel and their clients when advising on matters related to disputes and litigation. Our services include expert witness reports and testimony, critique, and review of valuation issues as part of case assessment, in a variety of legal matters.