Strategic Planning
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
- 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, CBV, CFF
Partner, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Transaction Advisory Services
- Dispute Resolution
All Team Members
-
Brian
Stachura
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Deonne
DevonishCFA, FRM, CBV
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Janece
BoersmaCPA, CBV
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Korab
FeratiCPA, CMA, CBV
Senior Manager, Valuation & Litigation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Krystyna
Slivinski
Senior Administrative Support, Valuation & Corporate Finance- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
-
Matthew
SattlerCPA
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
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Robert
LavaCPA
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Robin
MorrisonCPA
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Samantha
Channon
Senior 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
CornwallMBA
Associate, Valuation- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
-
Terri-Lynn
Eckel
Administrative Support, Valuations- Business Valuation & Litigation
- Family Law
- Corporate Commercial Litigation
- Expropriation
- Fraud & Forensic Accounting
- Strategic Planning
- Corporate Finance
- Transaction Advisory Services
Work With Us
Our Valuation Advisors are ready to have
a personalized discussion with you.