Transactions

Home > Transactions >

Business assessments and valuations play an integral role in strategic transactions, which take place at some stage of many successful enterprises. Canadian Ventures assist those owners and operators of small business and executives of public companies who require objective, third-party assessments of their operations or of target business transactions. These assessments as an initial and often on-going management tool often evolve to pricing analyses for internal purposes to valuations for strategic transactions.

Business assessments - Review and analysis through a Preliminary Business Assessment of financial operations with industry comparables, a Due Diligence Review to compile and assess pertinent corporate and financial matters, or a Business Assessment to fully gauge the financial performance and potential of a business.

Valuations - Business owners routinely complete a Pricing Analysis for internal planning or for an arm's length transaction, commission a valuation memo which determines fair market value to facilitate a transaction, to a Valuation Report with the due diligence and documentation required for agency and regulatory filing.

Mergers, acquisitions, and divestitures play an integral role in development of today's leading growth enterprises. Virtually every business owner or corporate officer will eventually face the challenge of completing a successful acquisition or divestiture. Canadian Ventures complements the transaction with research, finance, and business acumen along with affiliate experts in the legal, succession planning, and tax areas.

Mergers - At the earliest stage of planning a merger, Canadian Ventures is instrumental with an Industry Search for candidate companies under set criteria; a merger review to address transaction benefits and risks; a merger plan detailing all relevant corporate, industry and transaction matters.

Acquisitions/ Divestitures - Planning a strategic transaction requires a Acquisition/Divestiture Review to qualify an approach to realize industry opportunities, a Pre-Transaction Search to research and identify candidate companies, a Transaction Plan detailing all relevant corporate, industry and transaction matters.

Business brokerage and negotiation has evolved from a real property approach using brokers to an advanced model of positioning the purchase or sale of a business for prevailing marketplace conditions. Prudent business owners, whether current or prospective, seek accredited business professionals to champion the transaction, not real estate sales people. Canadian Ventures has the acumen, experience and credentials to garner a diligent and proactive approach to a successful transaction.

Business Brokerage - Preparing a business owner or prospective purchaser of a business for a transaction through a Business Transaction Brief which profiles the existing or target business with industry and valuation comparisons, a Business Transaction Survey to identify interested parties or qualify companies for a potential transaction, and a business transaction plan to facilitate the entire buy/sell process.

Negotiation - Many business transactions today transcend traditional lease and property matters, where business owners and purchasers require a Transaction Team to address any party and/or stakeholder interests towards completing a mutually beneficial transaction.

Here are some links and resources that our clients have found useful.