Strategic Planning
Skilled
Approach
Davis Martindale’s professionals perform tax driven valuations in accordance with the Canada Revenue Agency and Internal Revenue Agency regulations and guidance. Our team of skilled advisors are ready to find a solution that is right for you.
Areas of Expertise
Our firm has a comprehensive understanding of financial reporting under Accounting Standards for Private Enterprise 1582: Business Combinations, (ASPE 1582), ASC 805 Business Combinations (ASC 805) and International Financial Reporting Standard 3: Business Combinations (IFRS 3) which assists us in providing high quality purchase price allocation and goodwill impairment reports and excellent related advice to our clients and their auditor.
Likewise, our firm has a thorough understanding of the valuation and income tax concepts required for corporate reorganizations and restructuring, including incorporations, property transfers, estate freezes, amalgamations, and divisions.
Tax & Strategic Planning
- Valuation of businesses for estate planning and corporate reorganizations
- Valuation of businesses for purposes of Employee Stock Ownership Plans (ESOPs)
- Succession and estate planning
- Partnership dissolutions
- Shareholder agreement development
Purchase Price Allocations
- Purchase price allocations
- Valuation for financial statement measurement
- Asset and goodwill impairment testing
Meet the Team
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Partners
-
Louise
PooleCPA, CA, CBV, CFF
Partner, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Transaction Advisory Services
- Fraud & Forensic Accounting NEW
- Collaborative Family Law
- Purchase Price Allocations
- Goodwill Impairment Testing
-
Rick
SantosCPA, CA, LPA, CBV, CFF, CFP
Managing Partner- Business Accounting
- Pension Plan Audit Services
- Non-Profit Audit Services
- Corporate Finance
- Transaction Advisory Services
- Business Valuation & Litigation
- Strategic Planning
-
Ron
MartindaleBASc., CPA, CA, LPA, CBV, CFF
Partner, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Transaction Advisory Services
- Fraud & Forensic Accounting NEW
All Team Members
-
Brian
StachuraBMOS
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting NEW
- Strategic Planning
-
Janece
Boersma
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting NEW
- Strategic Planning
-
Jeff
RozemaCPA, CA, CBV
Manager, Valuation & Corporate Finance- Business Valuation & Litigation
- Transaction Advisory Services
- Corporate Finance
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Korab
FeratiCPA, CMA
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Fraud & Forensic Accounting NEW
-
Krystyna
Slivinski
Sr. Administrative Support, Valuation and Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Strategic Planning
- Fraud & Forensic Accounting NEW
- Corporate Finance
- Transaction Advisory Services
-
Matthew
BakerCPA
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Mike
Bushell
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Fraud & Forensic Accounting NEW
- Strategic Planning
-
Rob
Lava
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting NEW
- Strategic Planning
-
Robin
Morrison
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting NEW
- Strategic Planning
-
Samantha
Channon
Sr. Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
- Fraud & Forensic Accounting NEW
-
Tammi
Robertson
Sr. Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Taylor
Cornwall
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting NEW
- Strategic Planning
-
Terri-Lynn
Eckel
Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
- Fraud & Forensic Accounting NEW
-
Tyler
KellyCPA
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
Work With Us
Our Valuation Advisors are ready to have
a personalized discussion with you.