Shareholder Transactions

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We have over 25 years' experience in conducting business valuation assignments for businesses operating in various industries including: manufacturing, retail, real estate, professional offices (dental, doctor, legal, etc), construction, insurance, food service, restaurants and wholesale. We provide expert reports and consultations for various purposes including purchase due diligence, preparation for sale of business, tax reorganization/estate planning, shareholder and divorce transactions/disputes.  

We have experience determining business value for the purposes of acquisition or divestiture of shareholder interests.
Sample Files: 

1. A shareholder passes away and the estate requires a value of his shareholder interest.
2. A unit holders of a real estate group wishes to sell their units to another individual. 
3. A shareholder of a company steals proprietary information forcing the company into bankruptcy. The loss of value of the business is support for the losses sustained by the company as a result of the loss of information.
4. A company starts an employee stock option plan and needs to know what option price to use. Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.

 When planning a tax reorganization or estate plan, obtaining a business valuation is important to provide the CRA with comfort regarding the values used in the estate plan. Sample file:

1. A shareholder is nearing retirement and would like to freeze his shareholdings in a corporate group.   Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

When a business forms part of the family assets to be divided, it is important to have an independent appraisal of the fair market value of the business. We have experience providing independent and joint valuation reports. Sample files:  

• A minority shareholder's interest in a company is subject to a divorce proceeding. The value of this interest assists the parties in negotiating a settlement.
• A divorcing individual is the sole owner of a business which generates all income for the dependent family prior to separation. The spouse wishes to understand the income and value of the business to negotiate a settlement.Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.