What CBVs Do
As published by the CBV Institute, Chartered Business Valuators (CBVs) are accredited finance professionals with extensive knowledge and expertise in the specialized field of business valuation. We provide objective, expert valuation advice for a variety of purposes, including transaction advisory, tax compliance, and dispute resolution. CBVs are trained for a wide range of valuation-based needs: all based on value measurement, value creation, and value protection.
Litigation Support
- At SVF, we can prepare expert reports to help resolve a variety of legal disputes
- This includes assistance to counsel for disputes proceeding to mediation or arbitration
- We can also review of valuation and other related reports provided
Potential Disputes SVF can Service:
- Matrimonial Disputes
- Personal Injury Damages and other Losses of Income
- Business Interruption Insurance claims
- Breach of Contract, Intellectual and other Property Damages
BUSINESS VALUATIONs
At SVF, we prepare a variety of business valuation reports according to the standards governed by the Canadian Institute of Chartered Business Valuators.
Depending on the nature and requirements of each engagement, each valuation would result in one of three reports, each with an increasing level of analysis required:
Calculation of Value Report
Estimate Valuation Reports
Comprehensive Valuation Reports
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- Income tax reorganizations and related tax planning
- Business succession and estate planning
- Shareholder and partnership disputes
- Financial reporting issues such as purchase price allocations
- Share purchase and sale transactions
- Review of valuation reports prepared by another firm
FINANCIAL ADVISORY
- A key component to any business or financing transaction is the underlying business model of the subject company
- We prepare financial models that provide a deep analytical dive into the key components of the business model, to identify and inform on potential captures of value for each of our clients.
- Whether buying, selling, or expanding your business, SVF will look to plan and prepare a financial program that creates maximum value for the least amount of risk.
Services include:
- Mergers and acquisition advisory
- Financial modelling
- Business planning, expansion, and strategic consulting
ACCOUNTING, ASSURANCE, AND TAX
At SVF, we are “the Next Generation of Stefanizzi”. This firm was built on the years of experience from our related company, Stefanizzi Professional Corporation – Chartered Professional Accountant. For inquiries on any accounting, assurance, or tax advisory services, check out SPC’s website at:
WHY WORK WITH US
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First and foremost, at SVF we love what we do, to assist our clients reach their goals as they continue to build successful businesses.
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Licensed by the Canadian Institute of Chartered Business Valuators, SVF will always aim to create maximum value for the least amount of risk. We can provide a wide variety of services tailored to needs of all.
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In order to provide a top-quality service to all clients, SVF prioritizes the development of its people. We foster a culture built on education, to help each and every team member grow into hard-working finance professionals that care about the success of SVF.
We would love to hear from you and see how we can help.
We are looking forward to hearing from you, book a consultation call with us soon.
