Our services
At Phoenix Valuation Inc. , we offer a full range of business valuation services tailored to the needs of entrepreneurs, shareholders, professionals, and financial institutions in Quebec. Our team of Chartered Business Valuators (CBVs ) leverages its expertise to provide rigorous business valuation reports that comply with the standards of the Institute of Chartered Business Valuators (CICBV).
Through a rigorous and confidential approach, we determine the fair market value of your business by taking into account a multitude of financial and strategic factors. Our analyses cover both tangible and intangible assets (brand, reputation, intellectual property) as well as profitability and growth prospects.
Transferring ownership of a business is a key step in the life of an SME. This process requires careful planning and a Professional Valuation to ensure a smooth and successful transition. Our services include:
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A personalized approach
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Consulting services
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Independent evaluation reports (standard 110)
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Advisory reports (standard 210)
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Access to our network of professional partners
With Phoenix Evaluation, you benefit from advanced expertise in family succession , sales to employees or external partnerships to propel your SME to new heights.
Succession Planning and Business Transfers
Our business valuation experts collaborate with your tax advisors to optimize your business structure and meet the requirements of the Canada Revenue Agency.
During a corporate reorganization (merger, spin-off, asset reallocation, or capital restructuring), determining the fair market value (FMV) of your business is essential to minimize tax liabilites and ensure regulatory compliance. Here's how we can help:
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Independent evaluation reports (standard 110)
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Access to our network of professional partners
By working with Phoenix Evaluation , you benefit from expertise recognized by government authorities and tailored to the specific needs of your transaction.
Tax Planning and Corporate Reorganization
Assessments that meet your needs
Professional, courteous and respectful.
Jonathan
Mr. Lévesque's competence and professionalism are remarkable. He makes it a point of honor to provide us with tailored, high-quality solutions. Don't hesitate to contact him to benefit from his expertise!
Veronique
Incredible service! I highly recommend it! Maxime guided us throughout the entire evaluation process and offers remarkable professionalism.
Eric
We also offer support services for your mergers and acquisitions projects. If you are considering growth through acquisition or planning to sell your organization to a larger group, our team will leverage its expertise. Our services include:
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Personalized advice for each step of the process
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Independent evaluation reports (standard 110)
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Advisory reports (standard 210)
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Assistance in price negociations
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Access to our network of professional partners
Thanks to our in-depth understanding of the Quebec market and rigorous analytical approach, each merger or acquisition project is tailored to your objectives and the realities of your business.
Mergers and Acquisitions (M&A)
We support our clients in delicate circumstances that require an objective assessment of company value in the context of disputes, separations, or successions.
Shareholder disputes require an independent and professional approach to assess the fair value of the shares held , whether by a majority or minority shareholder. Our services include:
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Personalized consulting services
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Independent evaluation reports (standard 110)
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Advisory reports (standard 210)
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Expert report (standard 310)
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Limited critical report (standard 410)
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Expert testimony in court or arbitration
With Phoenix Valuation , you are assured of a service that complies with the standards of the Canadian Institute of Chartered Business Valuators (CICBV) recognized by Canadian courts to effectively resolve shareholder disputes.
Shareholder Dispute
Why choose Phoenix Evaluation?
Trust Phoenix Valuation for comprehensive business valuation services. Our mission is to provide you with a clear picture of your organization so you can make the best decisions for your future.
Recognized expertise in business valuation in Quebec
Reports compliant with CICBV standards
Independent, confidential and professional approach
Fast and personalized service, tailored to each mandate
Personalized approach
Every SME in Quebec has its own characteristics, and we tailor our solutions to meet your specific needs.
We are committed to providing reliable data that enables informed decision-making.
Measurable results
We place the utmost importance on safeguarding your information.
Confidentiality and professionalism
Our team has a comprehensive understanding of the financial, legal and operational challenges facing businesses in Quebec.
Diverse sector expertise