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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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COVID-19: Valuation Disclosures, Limitations, and Bridging Letters

April 27, 2020

This is the third blog in Davis Martindale’s “Covid-19 Mini Series”. In our previous blog, COVID-19: Known or Knowable?, we discussed the use of hindsight in ...

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COVID-19: Known or Knowable?

April 23, 2020

This is the second blog in Davis Martindale’s Valuations and “Covid-19 Mini Series”. The first headlines appeared during January 2020: the outbreak of a novel ...

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COVID-19: Valuators Operating During Extreme Uncertainty

April 20, 2020

Welcome to the first blog in Davis Martindale’s “Covid-19 Mini Series.”   “We are living in unusual times” has been the soundtrack to our lives ...

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What is a Valuation Report?

April 14, 2020

Over the past 40 years, the business valuation profession has grown in Canada, and Chartered Business Valuators (“CBVs”) are becoming increasingly relied upon for offering ...

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Section 85 Tax Rollovers

February 18, 2020

A Section 85 Tax Rollover (“rollover”) is a term used to describe a special tax technique that allows a taxpayer to defer all or part ...

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Why do I Need a Valuation? Estate Planning

January 14, 2020

“In this world, nothing can be said to be certain except death and taxes”. This enduring phrase, written in a letter from Benjamin Franklin to Jean-Baptiste ...

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Why do I Need a Valuation – Expropriation

August 13, 2019

What is Expropriation? Expropriation occurs when an authorized public authority takes private property for public purpose without consent of the owner. In Canada, public authorities have ...

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Beneficial Ownership Rules – Part 2: Valuation Considerations

June 11, 2019

In Part 1: Beneficial Ownership Rules – The Basics released on May 28, 2019, we discussed the basic reporting requirements of the new rules. In this blog, ...

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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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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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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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Why Do I Need a Valuation? Employee Stock Ownership Plans

June 11, 2018

Motivated employees are creative, efficient and hard working. So how can you keep your employees motivated? Companies, often under the direction of their human resource ...

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