Business Valuation.
Tax Planning Support.
Alisa and her team offer business valuation services to small and medium sized companies, providing valuation reports that can be utilized in the shareholders' tax planning initiatives. Whether you are going through a business reorganization, planning for a transition or as a part of estate tax requirements, Alisa can provide the independent valuation report you need to smoothly navigate the process.
With experience in a broad range of industries and excellent turnaround times, Alisa has delivered independent expert valuation reports from start-up companies to established businesses.
Purchase and Sale Support.
Alisa is often called upon to provide independent or advisory support in transactions from both the buy and sell sides. Whether you require assistance with due diligence in a purchase, advice when pricing or entering into a sale negotiation of your business, or are simply exploring your options and would like to get an idea of the value of your company - we are here to help. Reach out to us today to find out how we can assist.
Matrimonial Litigation Support.
In addition to providing income calculations as per the Federal Child Support Guidelines, we produce expert business valuation reports (as at date of marriage, date of separation or both) that are used in equalization payment calculations under the Family Law Act.
In some circumstances, another expert's report may already be produced. In those situations, we are able to provide what is called a Limited Critique Report that will contain our comments on the other expert's calculations, assumptions and conclusions. Every situation is different, and we encourage you to reach out to Alisa directly to discuss your specific case.
Other Specialized Advisory Services
If you didn't see your specific need addressed in the broad categories above, there is a very high likelihood that we are still able to help. Alisa and her team provides other specialized valuation and advisory services such as valuing stock options and specific interests, valuations for the purposes of financial reporting, providing valuations in instances of shareholder disputes/oppression, assistance with financial modeling, assistance with shareholder agreements (specifically pertaining to formulas for share valuation), etc. Reach out to us today to see how Alisa can help.