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 practices, law practices, medical practices), manufacturers, restaurants, and service providers. Through our business valuation experience, we have a good understanding of the marketplace in Toronto across many industries.
- Shareholder sales and buyouts
- Shareholder disputes
- Mergers and acquisitions
- Income tax purposes (Section 85 rollovers)
- Matrimonial litigation
- Estate planning services Toronto
- Fairness opinions
- Insurance purposes
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 business valuation service and 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 client’s 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.
Business at different stages of the business life cycle will require different approaches to business valuation. A start-up will require a different approach than a business with a history of strong financial performance.
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 service 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 for business valuation service 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 services are performed using different methods. Our report will take a holistic approach, and in addition to analyzing your small business financial statements, we will consider market indicators and gauge any recent transactions in the marketplace. Prior transactions can provide a benchmark for the value of your business, but it should not be the only factor considered in business valuation service.
Once our corporate business valuation report is complete, we will once again meet with our clients to ensure that our clients understand the method behind the valuation. If any changes have occurred during the business valuation service, those changes will be incorporated in the report.