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Leading Insights

Connecting you to the latest insights, innovative thinking and strategic advice.

Why do I Need a Valuation? Corporate Reorganization

February 23, 2021

(Originally Posted November 13, 2017) So you’ve contacted your tax advisor looking for some tax planning advice. Perhaps you want to find a more tax ...

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Pension Equalization in Boston v. Boston

February 9, 2021

I confess that there is one word which, given the choice, I would prefer not hearing in a matrimonial proceeding: ‘pension’ (Lurincic v. Lurincic, 1998) ...

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Why Do I Need a Valuation? Selling a Business

January 26, 2021

(Originally Posted December 18, 2017) As an owner of a business, chances are you’ve grown quite attached to your company. Perhaps you’ve led the business ...

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How Lifestyle Analysis Can Reveal Unreported Income

January 12, 2021

Divorce and separation proceedings are a stressful challenge, and that stress can be magnified when a spouse isn’t truthful or forthcoming with financial information regarding ...

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Valuing Deferred Stock Units

December 22, 2020

Executives are often paid a fixed salary and benefits, plus an array of variable or contingent incentives. Traditionally, stock options represent one of the most ...

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Is Fair Market Value the Price of the Business?

December 8, 2020

Regardless of the context in which value is determined, it is vital to recognize that there may be differences between “price” in an open market ...

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Why Do I Need a Valuation? Shareholder Disputes

November 24, 2020

(Originally Posted June 29, 2017) In an ideal world, business partners would always get along. Unfortunately, in reality there are often disputes between shareholders. And ...

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Valuing Restricted Stock Units

November 10, 2020

You’ve seen it in the headlines – executive compensation is on the rise. In fact, executive compensation has been rising for the better part of ...

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Why Do I Need a Valuation? Family Law

October 27, 2020

(Originally Posted June 12, 2017) Divorce can be complicated, and if you own a business it can be even more confusing.  If you owned a ...

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R. v. Mohan: A Precedent in Admitting Expert Witness Evidence

October 13, 2020

In matrimonial and shareholder disputes, a Chartered Business Valuator (“CBV”) may be called to testify as an expert witness. In cases where both sides have ...

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Understanding Valuation Earnings Adjustments

September 8, 2020

Valuations are prepared on the notion that value is prospective; in other words, the value of a business or asset is based on the returns ...

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The Process of a Business Valuation – Engagement by Multiple Parties

August 18, 2020

Chartered Business Valuators (“CBV”) are often jointly retained by parties in an attempt to identify and resolve issues in dispute. When properly conducted, joint engagements ...

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