Question 1

What services are offered by Phoenix Evaluation?

Accepted Answer

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.

Question 2

Why evaluate your business?

Accepted Answer

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.

Question 3

Who can request a valuation?

Accepted Answer

Answer : Business owners, shareholders, legal advisors, accountants, and financial institutions commonly request valuations for decision-making, compliance, or litigation purposes.

Question 4

What is the CBV designation?

Accepted Answer

Answer : The CBV designation is the most widely recognised designation in the field of business valuation in Canada, ensuring rigour and credibility.

Question 5

In which contexts is a valuation required?

Accepted Answer

Answer : Valuations are often required during mergers and acquisitions, shareholder disputes, succession planning, financing, tax compliance, and corporate reorganisations.

Question 6

What are the main methodologies used in business valuation?

Accepted Answer

Answer : We utilise the methodologies recognized by the CICBV, notably:Discounted Cash Flow (DCF) Method: based on future projected incomeCapitalised Cash Flow Method: based on historical resultsAdjusted Net Asset Method: Revaluation of assets and liabilities.Comparable Transactions Method: Based on recent sales of similar businesses.

Question 7

What types of valuation reports are available?

Accepted Answer

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.

Question 8

Is it confidential?

Accepted Answer

Answer : Yes, all information shared, and all valuation reports are treated with strict confidentiality.

Question 9

What are the typical steps in a business valuation?

Accepted Answer

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.

Question 10

Is the valuation report recognised by banks?

Accepted Answer

Answer : Yes. Phoenix Evaluation is recognised by several financial institutions and complies with the highest standards in valuation.

Question 11

What are the qualifications of the valuators at Phoenix Evaluation?

Accepted Answer

Answer : Our valuators are members or candidates of CICBV and have expertise in finance, accounting, taxation, and strategic analysis.

Question 12

How long does a valuation report take?

Accepted Answer

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.

Question 13

How much does a valuation report cost?

Accepted Answer

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.

Question 14

How to start a mandate?

Accepted Answer

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.