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Business Valuation

Why Perform a Business Valuation?

A Business Valuation is a formal estimation of a business’s economic value. It is used to determine fair market value of a business for a variety of reasons, including sale value, establishing value of shares, insurance coverage and divorce proceedings.

It’s used often too for the crystallization of shares, commonly known as an estate freeze in a corporate re-organization.

Why Perform a Business Valuation with Serre Financial?

Our business valuation is an in-depth process. Many of our competitors value a business too high for maximum or stretched sale price, but this isn’t useful in the long run. In contrast, Serre Financial focuses on determining fair market value based on historical and current financial data. Our goal is to find the value that will be acceptable by the CRA for tax purposes. Of course, both forecast growth or decline is assimilated into the valuation.

Consider the Highlights

  • Thorough and accurate valuation processes
  • Valuations acceptable by CRA
  • Flexibility to accommodate future growth or decline
  • Cash flow planning
  • Financial planning
  • Retirement and succession planning
  • Estate planning

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