• Valuations

Experienced, independent approach to new regulations

Valuation is not a formulaic process. Each determination is based on a unique set of factors – financing, business models, acquisitions, re-organizations, succession plans – and requires a thorough understanding of the industry, or industries, involved.

At BDO, our Chartered Business Valuators (CBV) draw on their extensive experience across many industries. From owner-managed businesses to large public companies, we scale and tailor our services to fit the needs of each individual client. We take a rigorous approach and invest the time to understand the business beyond the engagement requirements. We seamlessly integrate all needs to provide clear, well-supported independent expert advice for simple or highly complicated valuations. 

While our team is structured and experienced to deal with large and complex valuations, our focus is on providing exceptional service to entrepreneurial businesses from start-up to maturity.  Our experience in this space is bolstered by the significant volume of private market transactions that flow through our service lines and network.  We understand the marketplace and the know-how  to provide practical solutions to problems.

Outlined below are some of the valuation services we offer:

Financial Reporting

  • Business interest and equity valuation
  • Derivatives, contingent consideration, and complex financial instruments
  • Fresh start accounting
  • Impairment reviews (Canadian GAAP, US GAAP, IFRS)
  • Intangible asset and intellectual property valuations
  • Investment entity valuation reviews (CICBV Standard No. 610)
  • Portfolio valuations
  • Purchase price allocations
  • Stock based compensation

Tax Reporting

  • Legal entity valuations
  • Stock based compensation
  • Succession or estate planning
  • Tax restructuring valuations
  • Valuations for corporate or personal tax

Transaction Support

  • Fairness opinions and formal valuations
  • Investment decision and capital validation
  • Merger and acquisition or divestiture pricing/valuation analyses
  • Shareholder agreement and joint venture agreement exit clauses
  • Strategy development and valuations including financial modelling
  • Value enhancement reports

Complex Financial Instruments

  • Bifurcation of compound financial instruments
  • Complex modelling
  • Model analysis/review
  • Pricing/valuation

Litigation Support

  • Commercial disputes
  • Expert testimony
  • Expropriation claims
  • International arbitration
  • Matrimonial and estate disputes
  • Minority interest, dissent, and oppression claims
  • Purchase price disputes
  • Shareholder disputes