Detailed Service Category: Business Valuations

Estate Freezes and Succession Planning: When Might An Estate Freeze Make Sense?

Older couple discussing estate and succession planning with an advisor.

If you own a successful private company, there’s a good chance a significant portion of your wealth is tied up in the business. As that business grows, so does the value of your shares. That can be great while you’re building the company, but it can also create a larger… Read more

Selling Your Professional Practice: What to Start Doing 3–5 Years Before You Exit

Doctor shaking hands with a client in a medical office, representing the sale or transition of a professional practice.

For many professionals, their practice is their largest asset. Years of building a client base, developing a reputation, and reinvesting profits often culminate in one major financial event: the eventual sale of the business. Yet one of the most common challenges advisors see is timing. Many practice owners only start… Read more

Beyond the Balance Sheet: How to Identify and Value Intangible Assets

A businessman sits at a desk and works on a laptop while taking notes on a notepad and looking contemplative.

Unlike tangible assets or assets that can be found directly on a company’s balance sheet, off-balance sheet intangible assets are sometimes tricky to identify, and even more difficult to value. Despite their less apparent nature, these assets are crucial for the successful operation of your business. Recognizing the significance of… Read more

Leave it to the Pros: Why You Need an Independent Business Valuation for Tax Planning

A Chartered Business Valuator sits at a coffee table with his client, pointing to a document while they both smile and look pleased with the discussion.

If you’re a business owner, you’re likely no stranger to tax planning strategies that aim to take advantage of tax incentives while minimizing your tax burden. Because several of these strategies require the Fair Market Value (FMV) of your business to be determined, one of the most common questions we’re… Read more

Know What You’ve Got: The Difference Between a Business Valuation and Appraisal

A female business advisor sits at a desk with a laptop taking notes and smiling talking with a client.

Some of the most frequently asked questions encountered by our team of Chartered Business Valuators (CBVs) revolve around the difference between a business valuation and appraisal. It’s understandable—the terms sound similar and are frequently used interchangeably outside professional circles. Plus, navigating the complexities of business ownership and management is challenging,… Read more

Business Valuations: Calculation, Estimate, and Comprehensive Reports

No matter the size of your enterprise, knowing the value of your business will be important at many different times in its operating life. Whether you’re going through a financial reporting process, conducting stock option valuations, restructuring, or looking to sell your business, you’ll need a valuation report to tell… Read more

BV101: Top 8 FAQs about Business Valuations

A female business leader sits at a boardroom table and looks out the window while her team of 3 people examine a document in the background.

Business valuations, though often perceived as complex, are integral in the world of finance—no matter the size of your business. Understanding the basics of how they work can make all the difference when you eventually need one. While we’ve previously explored the details of when you should get a business… Read more

Unlocking Success: The Value of Business Valuations

Two business professionals engaging in a consultation, with one taking notes, indicative of a business valuation discussion.

UPDATE (July 11, 2025): This article has been updated to reflect changes in legislation and regulations since the date of publication (July 17, 2023). In the dynamic world of business, understanding the value of your company is a critical step towards securing its future success. A business valuation serves as… Read more

Federal Fall Economic Statement 2022 Tax Highlights

The Canadian Parliament surrounded by vibrant autumn leaves, symbolizing the seasonal changes and fiscal updates of the Federal Fall Economic Statement 2022.

On November 3, 2022, the Honourable Chrystia Freeland, Deputy Prime Minister and Minister of Finance, published the Federal Government’s Fall Economic Statement 2022 (FES). The statement outlines several impacts to the Government’s economic outlook. Here are a few of the tax highlights from the FES that you should be aware… Read more

Ask the Expert… What are financial ratios and how can they be used to improve my business?

Focused businesswoman consulting financial data on her tablet, surrounded by charts and business documents, emblematic of financial analysis.

Financial ratios are evaluation tools that can help you understand your business’s performance and compare it with others in your industry. They measure the relationship between two sections of your financial statements, usually over several periods of time, and give you an assessment of your business’s health. By using these… Read more