Answer : We deliver business valuation reports for various scenarios such as acquisitions and sales, corporate restructuring, family transfers, and shareholder disputes, along with specialised advisory services in valuation.
Answer : A business valuation provides a clear understanding of your company’s worth, which is essential for strategic planning, negotiations, financing, and ensuring fair outcomes in transactions or disputes.
Answer : Business owners, shareholders, legal advisors, accountants, and financial institutions commonly request valuations for decision-making, compliance, or litigation purposes.
Answer : The CBV designation is the most widely recognised designation in the field of business valuation in Canada, ensuring rigour and credibility.
Answer : Valuations are often required during mergers and acquisitions, shareholder disputes, succession planning, financing, tax compliance, and corporate reorganisations.
Answer : We utilise the methodologies recognized by the CICBV, notably:
Discounted Cash Flow (DCF) Method: based on future projected income
Capitalised Cash Flow Method: based on historical results
Adjusted Net Asset Method: Revaluation of assets and liabilities.
Comparable Transactions Method: Based on recent sales of similar businesses.
Answer : Depending on your needs, we offer:
Calculation Report: Based on simplified assumptions, often used for internal purposes, purchase/sale, or tax planning.
Estimate Report: More detailed, used for transactions, litigation, or tax planning.
Comprehensive Report: Exhaustive analysis, often required in legal or regulatory contexts.
Answer : Yes, all information shared, and all valuation reports are treated with strict confidentiality.
Mandate and objectives: Clarification of needs and context.
Data collection: Financial statements, forecasts, contracts, etc.
Discussions with management: Understanding the company.
Sector and economic analysis: Understanding the market and trends.
Choice of method: According to the nature of the business and the purpose of the valuation.
Value calculation: Rigorous application of CICBV standards.
Report writing: Presentation of results and assumptions.
Presentation and support: Explanation of conclusions to stakeholders.
Answer : Yes. Phoenix Evaluation is recognised by several financial institutions and complies with the highest standards in valuation.
Answer : Our valuators are members or candidates of CICBV and have expertise in finance, accounting, taxation, and strategic analysis.
Answer : In general, a complete valuation report takes between 3 to 6 weeks, depending on the availability of information and the complexity of the mandate.
Answer : The cost varies depending on the complexity of the business and the context (sale, litigation, transfer). A personalised quote is provided after an initial analysis.
Answer : Simply contact us by phone at 514-442-6088 or by email at mlevesque@phoenixevaluation.com to discuss your needs and obtain a quote.