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What is optimal capital structure?  Read Part 2 of this blog series where we discuss the optimal capital structure and why it is vital in your valuation

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Information Request FAQ – Part 1: Financial Documents for Valuation Engagements

November 14, 2023

Have you ever been the recipient of a long financial information request and thought, “do they really need all of these documents?” As experts in ...

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Understanding Valuation Earnings Adjustments

October 10, 2023

When it comes to valuations, getting to the bottom line is easier said than done. Valuators must navigate their way through a financial road map. ...

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Understanding the Real Value of Your Farm

September 12, 2023

When it comes to farming in southwestern Ontario, the value of land has seen double digit increases over the past three years, with a 22% ...

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A Shareholder’s Agreement – Until Death Do Us Part?

August 15, 2023

Originally published November 13, 2018 While there’s no cheating death, there are certainly steps we can take to help those left behind transition to a ...

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Asset Sale vs. Share Sale – What’s the Difference?

July 11, 2023

Picture this: you’ve worked hard over the years to build up your business and make it a success. The day has finally come when you ...

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3 Things You Need to Know When Valuing Employee Stock Options

June 13, 2023

So, you’ve just been offered a job and the salary package includes an employee stock option plan that sounds generous. Before jumping into it, it ...

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A Deep Dive into Goodwill

May 9, 2023

In a previous Davis Martindale blog, The Building Blocks of Value: Goodwill and Intangible Assets, we provided readers with a general understanding of goodwill, including ...

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What is WACC?

April 11, 2023

As noted in our blog posted on August 10, 2021, Valuation Approaches: The Income Approach, Chartered Business Valuators (“CBVs”) do not have the ability to ...

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Valuing Deferred Stock Units

March 14, 2023

(Originally Posted December 22, 2020) Executives are often compensated with a fixed salary, benefits, and an array of variable incentives. Traditionally, stock options represent one ...

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Valuing Restricted Stock Units

February 14, 2023

(Originally Posted November 10, 2020) Executive compensation continues to reach new expectations thanks, in part, to savvy benefits and stock enticements aimed at not only ...

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Understanding Income Tax Gross-Ups

January 10, 2023

In our previous blog, The Basics of Child and Spousal Support – Income for Support Reports, we discussed several adjustments that are made when calculating ...

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Rule of Thumb Part 2: Application of Rules of Thumb in Court

December 13, 2022

(Originally Posted November 12, 2019) The origin of the phrase, ‘rule of thumb,’ remains unknown, however, the earliest known written use of the phrase dates ...

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