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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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Understanding Accounting Concepts: Retained Earnings

November 8, 2022

When a company reports net income at the end of any given year, the company has two choices regarding what to do with that net ...

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Trusts: Part III – Beneficiaries

October 11, 2022

As discussed in our previous blogs, Trusts: Part I, and Part 2, trusts are a common estate and tax planning tool, and are often used ...

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Introduction to Rules of Thumb in Valuations

September 13, 2022

(Originally Posted October 8, 2019) In limited circumstances, the rule of thumb technique can be effective – it enables stakeholders to quickly and cost-efficiently calculate ...

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The Building Blocks of Value: Redundant Assets

August 9, 2022

(Originally Posted June 9, 2020) In a previous Davis Martindale blog (Valuation Components – Introduction to the Building Blocks of Value), we introduced the three ...

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Trusts: Part II – Determining Control

July 12, 2022

As discussed in our previous blog, Trusts: Part I, control of the trust is key in determining the impact for family law matters. In this ...

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The Building Blocks of Value: Net Tangible Assets

June 14, 2022

(Originally Posted September 10, 2019) Read Part 1 in our Building Blocks of Value Series – Introduction Read Part 2 in our Building Blocks of ...

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Trusts: Part I – Introduction

May 10, 2022

Trusts and trust funds may sound like a complex financial arrangement reserved for the wealthy; however, trusts are a common estate and tax planning tool ...

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The Building Blocks of Value: Goodwill and Intangible Assets

April 12, 2022

(Originally Posted July 16, 2019) Read Part 1 in our Building Blocks of Value Series In a previous Davis Martindale blog (Valuation Components: Introduction to ...

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Understanding the Principal Residence Exemption and its Benefits

March 7, 2022

As housing prices continued to rise throughout the pandemic, many people may have taken advantage and sold their home, condominium, or cottage to earn a ...

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Valuation Components: Introduction to the Building Blocks of Value

February 8, 2022

(Originally Posted May 14, 2019) You have decided to engage a Chartered Business Valuator (“CBV”) to value your business. After signing the engagement letter, paying ...

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Understanding the Lifetime Capital Gains Exemption and its Benefits

January 11, 2022

You have spent the last 20 years building a successful business and may be ready to sell and retire, but what are the tax implications ...

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Why Do I Need a Valuation?

December 14, 2021

Business valuation professional services have gone through a tremendous evolution over the past 40 years. This has been largely driven by legislative changes. To name ...

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