BUSINESS VALUATIONS

 

A REAL NUMBER ON YOUR BIGGEST ASSET.

Valuations for a sale, a reorganization, a shareholder buyout, or a settlement. Prepared by a Chartered Business Valuator, with the tax consequences worked out alongside the number.

BUSINESS VALUATIONS

 

A REAL NUMBER ON YOUR BIGGEST ASSET.

Valuations for a sale, a reorganization, a shareholder buyout, or a settlement. Prepared by a Chartered Business Valuator, with the tax consequences worked out alongside the number.

CHARTERED BUSINESS VALUATOR IN HOUSE    /    10+ YEARS IN VALUATIONS     /    CALCULATION, ESTIMATE AND COMPREHENSIVE REPORTS       

Our valuations are prepared by a Chartered Business Valuator, the designation accredited by CBV Institute for business valuation in Canada. We issue the three standard report levels: calculation, estimate, and comprehensive. Which one you need depends one what it is for.

We prepare compilation, review and audit engagements, whichever your situation calls for. Every file is prepared by an accountant, worked through by a manager, and signed off by a partner. Then that partner sits down and goes through the year with you.

A valuation sets the number a reorganization, or a buyout gets built on, so the number and the tax outcomes get worked out together rather than after the fact.

THE PROBLEM

Documented Is The Best Defense

Most owners have a figure in mind. It came from a multiple somebody mentioned at a conference, a competitor's sale, or a calculation done years ago when the business was a different size.

What happens next depends on whether the work has been done. With a documented value, the conversation moves to terms. Without one, value is the thing everyone argues about first, and the number that carries weight is whichever one somebody can support.

That costs money in a way most owners never see. A buyer prices uncertainty into an offer. A departing shareholder values their own stake generously. The parts of the business that are genuinely worth something, go unpriced because nobody did the analysis to put a number on them.

 

WHEN A VALUATION EARNS ITS KEEP

KNOW WHAT IT'S WORTH BEFORE THE DECISION DEPENDS ON IT.

BUYING OR SELLING A BUSINESS


A valuation is the difference between negotiating and reacting. You go in knowing what the business is worth, what is driving that number, and which parts of an offer are actually worth what they appear to be worth.

On the buy side, the same work tells you whether the asking price is supported by the earnings, and what you are really paying for goodwill.

SUCCESSION AND INTERGENERATIONAL TRANSFERS


Moving a company to children, a partner, or a management team starts with a value everyone can see. It sets the price, it sets the tax, and it gives the family one number to work from instead of three opinions.

Where the transfer is structured rather than a straight sale, the valuation is what that structure gets built on.

CORPORATE REORGANIZATIONS AND RESTRUCTURING


Restructuring usually sets a value at a point in time, and CRA can look at that value later. A supportable valuation is what stands behind the number you filed on.

SHAREHOLDER AND PARTNER BUYOUTS


When one owner leaves, the price is the main negotiation. An independent valuation replaces two self-interested numbers with one that both sides and their advisors can examine.

SHAREHOLDER AND PARTNER DISPUTES


Where owners disagree about value, the analysis has to survive review by the other side's professionals. The report is built for that from the start.

MATRIMONIAL MATTERS


A privately held company is often the largest asset in a settlement, and the hardest to agree on. A valuation gives both sides and their counsel a documented basis to work from.

TAX AND ESTATE PLANNING


Planning that moves shares, fixes value, or anticipates a deemed disposition needs a number it can rely on. Our tax team works from the valuation rather than around an estimate.

EMPLOYEE OWNERSHIP AND STOCK OPTIONS PLAN


Issuing shares or options to employees means setting a value and being able to explain how you got there, both to the employees and later to CRA.

REPORT LEVELS

THE PURPOSE SETS THE LEVEL OF REPORT

There are three levels of valuation report. They differ in the depth of the analysis and the independent corroboration behind the conclusion, which is what determines how much weight the number carries.

CALCULATION VALUATION REPORT


FOR PLANNING AND INTERNAL DECISIONS

Ideal for non-litigious purposes with a lower level of assurance required, our Calculation Valuation Report provides a concise analysis, akin to a financial snapshot. This entry-level report is perfect for straightforward assessments, delivering clarity without the complexity.

ESTIMATE VALUATION REPORT


FOR TRANSACTIONS AND COMPLEX PLANNING

When you need a deeper dive with a bit more assurance, our Estimate Valuation Report offers a comprehensive analysis that balances thoroughness with efficiency. It's suited for engagements requiring a higher degree of insight, such as transaction services and more complex planning.

COMPREHENSIVE VALUATION REPORT


FOR POSITIONS THAT WILL BE CHALLENGED

For those moments when only the most detailed analysis will do, our Comprehensive Valuation Report delivers. With exhaustive independent validation and a broad scope, this report is the gold standard for litigation support and situations demanding the highest level of detail and assurance.

 

THE LEVEL FOLLOWS THE PURPOSE

We establish what the valuation is for before we quote it. Paying for a comprehensive report to settle an internal question is wasteful, and taking a calculation report into a contested file is worse.

 

ONE VALUATOR, START TO FINISH

The analysis, the conclusion, and the conversation about what it means all come from the same person. You are not handed a report by someone who has not read your file in its entirety.

WHO DOES THE WORK

Important enough to have its own specialist.

Mark Brzozowski

MARK BRZOZOWSKI
CPA, CA, CBV

BUSINESS VALUATIONS MANAGER

Mark is a Chartered Professional Accountant, Chartered Accountant and Chartered Business Valuator with over 15 years of experience working with private clients and over 10 years of experience focused on valuations and litigation support. Mark seeks to provide clients with understandable and practical advice and analysis. He has served clients in a wide variety of industries in matters relating to corporate reorganizations, matrimonial litigation, tax and estate planning, purchase and sale transactions, and shareholder disputes. Prior to joining Gauvreau in 2024, Mark held a senior position at a leading Toronto boutique valuation firm focused on matrimonial litigation matters.

WHO WE DO THIS FOR

Owners who want the number before they need it.

 

✓ Owners who expect to transition the business within the next several years, by sale or to family.

 

✓ Owners who have been handed a number by a buyer, a partner, or an advisor and want it independently tested.

 

✓ Companies with more than one shareholder, where value needs to be agreed on.

 
 

✓ Families and counsel working through a settlement that includes a privately held company.

 

✓ Owners whose last valuation no longer reflects the size or shape of the business.

 

TESTIMONIALS

WHAT CLIENTS SAY

"Gauvreau are hands down, the leader in the accounting industry. We’ve had past accountants that simply do that, accounting. Then you’ve got Bob and his team, where they go above and beyond the call of duty. They truly care how your business is doing, and have become a pinnacle driver of how we run our business, look at numbers, and plan for our future. They have an entire team available and the response time is second to none. We also love their offerings, from simple taxes, to legal advice, and all the way up to an option of a CFO program where we have monthly meetings to look back, look at, and forecast our business and its numbers. They truly are a cut above the rest. Nothing else compares. Thank you!"
Jason Jablonski
"When new legislation came down the pipe for our industry, I had to speak with several firms before finding Gauvreau and being introduced to Tyler Powers. Tyler was the only one who could confidently answer my questions. I have been extremely impressed with the level of service he and the team have been able to provide from a tax planning and bookkeeping perspective. As a busy entrepreneur with an evolving business, it's crucial to be able to know the team behind you not only cares, but is one you can trust who can help you make informed & confident decisions throughout your year and day to day. Every interaction I've had with any member of the team at Gauvreau has always been pleasant, prompt and professional. Would happily recommend, keep up the great work everyone!"
Justin McClintock
"We have been clients of Gauvreau for several years and have consistently received exceptional service. Their team takes the time to answer questions clearly, provide practical guidance, and ensure everything is handled accurately and efficiently. We appreciate their attention to detail, expertise, and commitment to client service. It is reassuring to work with a firm we can trust for both our personal and business accounting needs. We are grateful for the support and advice they have provided over the years and would confidently recommend them to anyone seeking experienced and dependable accounting professionals."
Paula Hensley
"I cannot even put into words how appreciative I am of this firm. I have NO IDEA what on Earth I was doing without them before. They truly and genuinely care about hoping you and your business, and your money. The organization of all the Departments is great! I feel SO confident having my finances in their hands. They have spent days and hours with me going over everything to make sure I know exactly what is going on. They have dug deep for me to try to make sure I was taken care of. Thank you so much!"
Jessica Yates
"Started using Gauvreau over a year ago to help set-up a corporation and then to do my personal and corporate tax returns. My main point of contact has been Tyler Powers and I cannot say enough positive things about this firm and person. Starting a corporation and working through the financial statements and tax returns is supposed to be overwhelming, but with the support of Tyler and the team at Gauvreau, it’s been a breeze. Anytime I have concerns or questions, Tyler makes it easy for me to reach out and alleviate any stress I had, which allowed me to focus on my business and not worry about the numbers. I highly recommend Gauvreau for any accounting, tax or even legal needs. Extremely happy client!!"
Ryan McNamee

"We’ve had a fantastic experience working with Gauvreau! As new business owners navigating finances and taxes can feel overwhelming, but the entire team has been incredibly knowledgeable, responsive, and supportive every step of the way. They take the time to ensure everything is handled properly and efficiently, giving us confidence and peace of mind. Their proactive approach, clear communication, and attention to detail truly set them apart. We highly recommend them to any business looking for a reliable and professional accounting partner. "

Stephanie Benedetti
"I was referred by a client and friend of mine, who highly recommended Bob and his team to help me first with bookkeeping, which has now turned into accounting that we're moving over as well as they've set us up in record time. Knowing I can lean on them for speed of execution in the legal and accounting space, it's something after 17 years of business I am NOT accustomed too. I'm building our a multi million dollar real estate portfolio and have been looking for someone able to advise on strategy and actually execute. Knowing I have someone reliable and who can move with speed in the investing world (for me anyways) is HUGE! ;-)"
Barney Kuntze
"I LOVE Gauvreau! Bob Gauvreau is an expert in his field and he seeks out like-minded professionals to work for/with him. The entire staff are exceptional, from the smiling front desk staff to the support staff who respond promptly to any inquiry you may have. I deal with Tyler Powers who is amazing and quick to respond and give advice but other colleagues also deal with Gauvreau and have had the same experience. Their knowledge is extensive and they love to share what they know. I cannot recommend them enough!"
Shirley Turner
"As a small business, numbers are everything to us. Bob and his team go above and beyond what you’d expect from an accountant or bookkeeping firm. They offer a turn-key solution for us that has so much value that our financials are no longer a major burden or stress to us. If you own a business I highly recommend talking with Gauvreau, they can help identify where you are succeeding and where you could make some much needed change. It might just save your business!"
Scott Cleator
"Gauvreau Accounting and Tax Law Advisory is a one-stop-shop for all my Corporate, Personal and Estate matters. Responsiveness and communication is consistently exceptional, matched with the upmost professionalism, advice, accuracy and deliverables for all my accounting needs. I've worked with so many members of the team over the years and I'm forever impressed and grateful."
Ernie Pavan
"Expert advice, clear explanations and sensible advisory services. Tyler helped me out of a multi-year tax complication and set me on the right path to fixing my situation. No rush, Tyler took the time to make sure that I actually understood my situation and how the decisions I make will impact me in the future. I have switched over to Gauvreau for all my accounting services in the future."
Christian Meyknecht

“I've been working with the team at Gauvreau for a few years with my business and personally. Specifically working with Tyler Powers has been exceptional. The service is second to none. They consistently go above and beyond to provide me with all I need to run my business. I trust them wholly and would highly recommend them."

Jeff Duke
"It has been a pleasure to work with the team at Gauvreau. From my first meeting they were all very helpful and knowledgeable. They had insightful ideas about how to do things more efficiently and cost effectively. I can most definitely say that the work at Gauvreau is absolutely flawless. They are very detail oriented and they always know what needs to be done. My experience leaves me with no hesitation to recommend them for any accounting needs."
Robert Toon
“Working with Tyler Powers was excellent. He has a genuine interest in his clients as he took extra time to help answer questions and bring to light errors made by another accounting firm. I have high standards, especially with accounting as my field of study, and Tyler exceeds them all. I highly recommend Gauvreau.”
Paulo Cavalcanti
“We have used Gauvreau since opening our business and we cannot say enough good things. We work with Tyler Powers and he is extremely professional and goes above and beyond - emails are answered promptly, and accounting details run smoothly. Everyone is always friendly. We are very happy!”
Juniper Girls
"Gauvreau is an amazing team to be working with. From the time we started working with them it has been a very professional and valued experience. Bob and his team are very experienced with what they do and make sure that you are satisfied with their services through the entire process. Would highly recommend them to anyone!"
Dusty Rice
"I switched all my accounting to Gauvreau after having issues with a different accounting office. It has been one of my best choices for my business accounts. I work mostly with Jenn and she is absolutely fantastic, answers every question and goes above and beyond to help me with any issues I am having regarding my accounts. All interactions I have had with other members of their team have also been very positive. I 10/10 recommend Gauvreau."
Terra Sun Hair Design
"I find that since working with Gauvreau, they are very attentive to both my needs and business growth. They use innovative tools which makes my job of keeping track of my current state so much easier than I have ever experienced. The staff are knowledgeable, friendly and are on top of all I could hope for in an accounting firm. I highly recommend this company."
Dan Baker
"I've been working with Gauvreau for our organization's financial needs, and they have been amazing. The team is incredibly knowledgeable about bookkeeping and financial management. Communication with them is very easy. They're responsive, friendly, and always willing to address my questions or concerns promptly. Their fees are reasonable. I highly recommend them!"
Polina Moneva
"My experience with Gauvreau has been amazing, not only did they help me get my books back in order but also opened my eyes to all the benefits and value that come with have a professional accounting team on your side! Everyone that helps me from Robert's team is helpful, timely and always friendly! Highly recommended!"
Derry Woodworking
"Tyler Powers has been helping with our accounting side of business & Jeff Fitzgerald has been helping us with a real estate transaction. Both parties have been amazing to deal with. Quick to answer & extremely tentative. Definitely look forward to continuing our business with Gauvreau in the future. Highly recommend."
Brad Ramsay
"My income taxes were more complex than usual this year. Tyler Powers assisted me by going above and beyond to acquire the needed information. This was especially appreciated as I was supporting a very ill spouse at the same time as the tax returns were due. Tyler was also kind and reassuring and got the job done before the deadline."
Jacqueline Powell
"The team at Gauvreau is world-class!!! I was having a very stressful day dealing with banks & lawyers and I needed a tax document from them. Ashley answered the phone and was so incredibly positive and helpful - truly a breath of fresh air. It completely shifted the course of my evening. I am very grateful to be working with such a caring team."
Jack Boken
"We have worked with Gauvreau Accounting for a number of years and have found all the staff to be pleasant, knowledgable and responsive to our needs in a prompt and professional manner. We have great confidence in Gauvreau Accounting and highly recommend their services."
Nancy Cafik
"Excellent in their work. Easy to submit tax info. Friendly service and respond quickly to questions. Considering I have two home businesses they handle my taxes efficiently. I won’t go elsewhere"
Jennifer Harris
"The Entire team at Gauvreau is top notch. They have made a massive difference in my business and completely changed our view on finances and operations. I would recommend Gauvreau to anyone in need of an excellent, experienced accounting team."
Jake Eakins

Expertise

Gauvreau was established in 2008 with a clear vision - to be the beacon of proactive accounting, taxation planning, and unmatched client services. Since then, our highly skilled team of financial professionals has been at the forefront, navigating the ever-evolving tax landscape.

Success

Our legacy speaks for itself. Thousands of clients across North America trust us to manage and optimize their finances. Our innovative tax minimization strategies have saved them thousands, all while ensuring complete compliance. 

Legal Services

The combined expertise and collaboration of our in-house legal team and tax team offers a simplified and streamlined execution of tax minimization strategies, ensuring both legal and financial soundness. 

Personalized

We go beyond traditional accounting to integrate tax planning within your company's broader objectives and long-term goals. To start, we take the time to understand your unique financial situation and aspirations to create a personalized tax strategy that caters to your individual intricacies, rather than a generic, one-size-fits-all approach.

Gauvreau Building

Practical

At Gauvreau, we understand the topic of tax is complicated and stressful enough without being inudated with jargon. We always aim to provide real-world, actionable solutions without overcomplicating the process, making the often-daunting task of taxation more approachable and manageable.

TEam 4

Proactive

We are committed to offering proactive tax services, taking anticipatory action to ensure optimal tax outcome rather than simply reacting to tax situations as they arise. This is why we offer a full suite of Strategic Tax Planning services beyond the standard 'tax time' compliance commitments to help you stay one step ahead, minimizing surprises and optimizing your business's tax position.

Awards

Here's What Our Clients Have To Say

As a trusted tax parter for more than two thousand individuals across North America, our team prides itself in having mastery over the complexity and specificity involved in providing sound tax advice. Our team diligently reviews each case with the utmost care and accuracy against the current tax landscape. A stress-inducing topic for most, our team is here to provide peace of mind.

Working with Tyler Powers was excellent. He has a genuine interest in his clients as he took extra time to help answer questions and bring to light errors made by another accounting firm. I have high standards, especially with accounting as my field of study, and Tyler exceeds them all. I highly recommend Gauvreau.
Paulo Cavalcanti
★★★★★
We have used Gauvreau since opening our business and we cannot say enough good things. We work with Tyler Powers and he is extremely professional and goes above and beyond - emails are answered promptly, and accounting details run smoothly. Everyone is always friendly. We are very happy!
Juniper Girls
★★★★★
I've been working with the team at Gauvreau for a few years with my business and personally. Specifically working with Tyler Powers has been exceptional. The service is second to none. They consistently go above and beyond to provide me with all I need to run my business. I trust them wholly and would highly recommend them.
Jeff Duke
★★★★★

FAQ

COMMON QUESTIONS

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Find out what your
business is worth.

A short conversation establishes what the valuation is for, which report level fits, and what it will cost. You will know all three before anything starts.