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Beneficial Ownership Rules – Part 1: The Basics

May 28, 2019

In Part 2 released on June 11, we identify whether a business valuation may be required for the new beneficial ownership rules. Starting June 13, 2019, ...

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Valuation Components – Introduction to the Building Blocks of Value

May 14, 2019

You have decided to engage a Chartered Business Valuator (“CBV”) to value your business. After signing the engagement letter, paying the retainer, providing financial disclosures ...

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Accounting for Disposition Costs in Family Law: When to Apply Sengmueller

April 16, 2019

Valuations are complicated, and valuators frequently deal with a myriad of issues. One issue that often arises when valuing a business is the contingent disposition ...

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The Basics of Child and Spousal Support – Income for Support Reports

March 19, 2019

Read Part 1 in our Child and Spousal Support Series In certain circumstances, it may be advisable to hire an accountant to calculate an individual’s ...

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The Basics of Child and Spousal Support – Previously Married Couples

February 19, 2019

Divorce is a common occurrence in Ontario. The current expectation is that around 40% of married couples will divorce before their thirtieth anniversary. With this ...

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Free and Clear? Understanding Contingent Disposition Costs

January 15, 2019

Often, slow and steady wins the race. After years of saving, it isn’t unusual to have acquired a family cottage, retirement savings in your RRSP, ...

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Valuing Your Book of Business

December 18, 2018

As an investment advisor, you work hard to create and maintain a profitable book of business. The many years spent with clients to develop relationships, ...

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Change Happens – Updating Your Shareholder Agreement

November 13, 2018

Life takes all kinds of twists and turns. For business owners, the last thing you need is to be caught unprepared. People often take reasonable ...

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Tax Talk is Taxing – Tax Contingencies after Valuation Reports

October 17, 2018

Most people cringe at the word ‘tax’. Not us, we love it!  We are often asked what the tax impact would be to a shareholder ...

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Valuing Your Employee Stock Options

September 17, 2018

News stories chronicling the rise of corporate executives and their large seven- or eight-figure compensation packages make it seem like employee stock options are only ...

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Valuing Your Dental Practice

August 13, 2018

You’ve worked hard and you should be proud of yourself – you’ve graduated from your College of Dentistry and are ready to embark on your ...

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Why We Use Industry Averages in Our Valuation

July 16, 2018

Everyone does it.  People will try to peer into their neighbours’ yards to see what they have and what they are doing.  As valuators, we ...

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