Experts in business valuation, SRJCA has worked with large corporations and small businesses. We prepare and provide you with a report in accordance with the standards of the Canadian Institute of Chartered Business Valuators. Our initial consultation with the client involves a detailed review of the business and deciding on what type of report will work for their needs. Set up a consultation with SRJCA to assist you with your financial needs.
Business valuation consultant
Business Valuation Services in Toronto
SRJCA provides corporate business valuation services in Toronto to both large corporations and small business owners. Our professionals have experience with many industries including professional practices (accounting, law, medical), manufacturers, restaurants, and service providers.
Common reasons for a business valuation include:
- Shareholder sales and buyouts
- Shareholder disputes
- Mergers and acquisitions
- Income tax purposes (Section 85 rollovers)
- Matrimonial litigation
- Estate planning
- Fairness opinions
- Insurance purposes
Levels of Business Valuation Reports
Business valuation services in Toronto can accurately calculate your business's worth and provide an accompanying report. The reports are prepared in accordance with the standards of the Canadian Institute of Chartered Business Valuators. Depending on the client's requirements, we provide reports at 3 different levels of assurance and costs:
- Calculation Report — Low assurance and cost
- Estimate Report — Medium assurance and cost
- Comprehensive Report — High assurance and cost
We will initially meet with our clients for a detailed review of the business prior to deciding what type of report to provide. Understanding the history of the business and where the business is headed in the future is essential in providing a business valuation. Businesses at different stages of the business life cycle will require different approaches — a start-up will require a different approach than a business with a history of strong financial performance.
Documents Required for Valuation
The need for a business valuation service in Toronto can be unpredictable. For this reason, it is important that business owners keep their small business financial statements organized and easy to access. A typical business valuation will require at minimum the following documents:
- 5 years of financial statements (income statement and balance sheet)
- Records of any previous valuations performed
- Shareholder agreements
- Budget and forecasts
- Payroll records
Additional documents may be required depending on the client. If a property is owned by the company, a current appraisal of the market value of the property will be required. SRJCA works with certified property appraisers in Ontario and can recommend an appraisal professional. If family members are on the payroll, it is important to keep a record of their roles in the business and their T4s.
Business Valuation Benefits
- Reports prepared per Canadian Institute of Chartered Business Valuators standards
- Three levels of assurance — calculation, estimate, and comprehensive
- Experience across professional practices, manufacturing, and services
- Matrimonial litigation and estate planning valuations
Valuation
Learn more about our business valuation services:
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Our valuation services can accurately calculate the value of your business. SRJCA provides you with a report in accordance with the standards of the Canadian Institute of Chartered Business Valuators. Set up a consultation with us to help you with your financial needs.
SRJ Chartered Accountants has two conveniently located offices in the Greater Toronto Area.
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Client Success Stories
Alyza Raithatha - Integra Health Centre
Craig Gibson - Scotiabank
Abraham Top - Diamond and Diamond Lawyers
Shayan Rashid, CPA
Co-Founder
As Co-Founder of SRJ Chartered Professional Accountants, Shayan has spent over a decade helping business owners across more than a dozen industries navigate complex tax and accounting challenges. From healthcare practitioners and legal professionals to tech startups and eCommerce brands, his strategic approach focuses on reducing tax burdens and building sustainable financial systems that scale with each client's growth.
Junaid Usmani, CPA, CA, MTax
Co-Founder
Junaid brings deep expertise in corporate tax planning and advisory services to clients across every industry SRJ serves. With a focus on professional corporations, holding company structures, and multi-jurisdictional tax strategy, he helps business owners make informed decisions at every stage, whether they're incorporating their first practice, expanding a tech company, or preparing for a business sale. His attention to detail and proactive approach have made him a trusted partner for self-employed professionals across Toronto.
Tracie Heier, CPA, CA, MPAcc
Partner
Tracie plays a key role in client relationships and engagement at SRJ, working closely with business owners across healthcare, professional services, and growing enterprises. She specializes in translating complex accounting concepts into practical guidance, helping clients understand their numbers and make confident decisions. Her collaborative approach ensures every client, from solo practitioners to established firms, feels supported throughout the year, not just at tax time.