My commitment to you
Whether you need a valuation for a tax reorganization or a complex litigation matter, my commitment to you is to deliver value at every step of the way.
I have a depth of experience providing valuations in a variety of situations. Whether it’s a tax reorganization or a dispute, I’m here to provide understandable, fair analysis and conclusions to allow you to move forward.
Reorganizations can optimize your corporate and tax structure. Have the peace of mind of a formal valuation to support the reorganization.
Retain and engage employees with a share ownership plan. We can work with you at the design stage so you understand the valuation considerations and provide valuation opinions on a regular basis for any equity grants or redemptions.
Divorces are complex and trying. Let use help you cut through the complexity and get the answers you need to allow you to move forward.
Administering an estate with a private business creates complex issues. A formal valuation can assist an administrator in discharging their duties and give parties peace of mind in settling the estate.
Transitioning a business to adult children or key staff members can be exciting and stressful at the same time. A valuation can provide an objective view upon which to base the price.
Unfortunately, business relationships can become frayed to a point beyond repair. We can provide an objective opinion on value to make sure a buyout is fair to all parties involved.
Reorganizations can optimize your corporate and tax structure. Have the peace of mind of a formal valuation to support the reorganization.
Retain and engage employees with a share ownership plan. We can work with you at the design stage so you understand the valuation considerations and provide valuation opinions on a regular basis for any equity grants or redemptions.
Divorces are complex and trying. Let use help you cut through the complexity and get the answers you need to allow you to move forward.
Administering an estate with a private business creates complex issues. A formal valuation can assist an administrator in discharging their duties and give parties peace of mind in settling the estate.
Transitioning a business to adult children or key staff members can be exciting and stressful at the same time. A valuation can provide an objective view upon which to base the price.
Unfortunately, business relationships can become frayed to a point beyond repaid. We can provide an objective opinion on value to make sure a buyout is fair to all parties involved.
Litigation can be complex. Get the financial answers you need to move forward with confidence.
Not sure about the conclusion of another expert? We can assess their report and critique it as appropriate. Even if a formal report is not issued, we can assist you in understanding the strengths and weaknesses of the report.
We provide fair, objective calculations of a spouse’s income so that the parties can move forward from a difficult situation.
We take a flexible approach to advisory work. Whether it’s drafting a shareholders’ agreement with a valuation clause or assisting in drafting questions for an examination for discovery, we’re ready to assist.
Whether a loss arise related to motor vehicle accidents, insurance claims, business interruption, breaches of contract, or other matters, we can assist in quantifying that loss and provide expert testimony.
Litigation can be complex. Get the financial answers you need to move forward with confidence.
Not sure about the conclusion of another expert? We can assess their report and critique it as appropriate. Even if a formal report is not issued, we can assist you in understanding the strengths and weaknesses of the report.
We provide fair, objective calculations of a spouse’s income so that the parties can move forward from a difficult situation.
We take a flexible approach to advisory work. Whether it’s drafting a shareholders’ agreement with a valuation clause or assisting in drafting questions for an examination for discovery, we’re ready to assist.
Whether a loss arise related to motor vehicle accidents, insurance claims, business interruption, breaches of contract, or other matters, we can assist in quantifying that loss and provide expert testimony.
This is likely related to my hourly rate, which may be different than other professionals. This does not impact the quality of the work performed. I am a seasoned valuation expert dedicated to providing a great experience to my clients by engaging with all parties involved and providing a fair, independent conclusion that will allow you to move forward.
I’m a sole practitioner that does not maintain an office and works remotely. Thus, my overhead is lower than some other practitioners. I believe in sharing those savings with my clients.
No. The above are illustrative examples of the typical cost of a straight-forward engagement. More complex situations require more time to understand and analyze. The best way to understand the approximate cost is to discuss it with me. I’m happy to confidentially discuss the situation and provide a no-obligations quote. You can then decide how you would like to proceed.
Yes, the same rate of $250/hour applies for the other services outlined above. Please contact me and I can provide a no-obligations quote based on the nature of the engagement.
It’s best to discuss the particulars of complex ownership structures in order to get an accurate quote. Often there are efficiencies in valuing several related businesses together and/or complete a Guideline income calculation in conjunction with a valuation. I’m happy to discuss ways to keep the engagement as efficient as possible.
I grew up in small town BC, earned my stripes in Vancouver, and have since explored many parts of the world. I now live part of the year in Canada and part of the year in Thailand.
I love to ride anything with two wheels. When I’m not working, I normally exploring new areas and towns on motorcycle or mountain bike or playing with my niece and nephew.
I’ve been interested in business and finance since I first asked my mom why the bank was paying me to store my money (interest rates were higher back then). I started investing as a teen and continue to be fascinated by the global financial markets.
Today, valuation gives me the opportunity to do something I enjoy to help others. Most of the time when a valuation (or another litigation support service) is needed, it’s a difficult, contentious situation. I know how hard owners work to build their businesses and the sacrifice spouses and family make to support that vision. Having a fair, objective, understandable opinion can be critical in allowing parties to move forward. Whether it’s a simple tax transaction, a contentious divorce, or a shareholder dispute, I am thankful to be able to assist in bringing a resolution to the situation and let parties get back to focusing on what’s most important to them.
Please provide a brief description of your situation and I’ll reply as soon as I can.
Let me know how I can help
