INDEPENDENT BUSINESS VALUATION & FINANCIAL ADVISORY
Independent, Defensible Business Valuations & Financial Advisory
Professionally prepared valuation reports for transactions, tax reorganizations, and financial reporting across Canada and the US.
Led by Chartered Business Valuators (CBV) | Ex-Big 4 & Senior Valuation Firm Leadership | Cross-Border & Mid-Market Expertise
BUSINESS VALUATION
Business Valuation & Financial Advisory
We quantify business value across the full corporate lifecycle, from early stage capital raising to CRA compliance, M&A transactions, and succession planning.
CRA & IRS Tax Compliance
Section 85 & 86 rollovers, estate freezes, family trusts, and corporate reorganizations.
M&A Transactions & Fairness Opinions
Pre-sale pricing, buy-side/sell-side support, quality of earnings, and fairness opinions.
Shareholder & Partner Buy-Outs
Equity transition planning, shareholder agreement valuations, and partner entry/exit pricing.
Financial Reporting & Audit Support
Purchase Price Allocations (PPA), and Goodwill and Intangible Asset Impairment Testing.
Stock Option & Equity Compensation Valuations
409A and IFRS 2 stock option pricing, Option Pricing Models (OPM), and convertible debt waterfalls.
Intellectual Property & Intangible Assets
Proprietary software, tech platforms, patents, trademarks, and early-stage IP.
VALUATION PURPOSES
Valuation Purposes & Situations
Business Owners & Exit Planning
A clear valuation foundation for ownership transitions, succession, and sale readiness.
Tax Restructuring & Estate Freezes
Independent work supporting tax planning, reorganizations, and intergenerational transitions.
M&A, Fairness Opinions & Corporate Advisory
Decision-useful analysis for transactions, special committees, and corporate finance mandates.
Financial Reporting & PPAs
Rigorous valuation analysis for purchase accounting, impairment testing, and audit support.
START A CONVERSATION
Bring clarity to your next decision.
Tell us a little about the situation. We’ll respond directly and help determine the most appropriate engagement path.
Surrey / Vancouver, BC
Email: asharma@ashvals.com
Types of valuation reports
CBV-standard reporting matched to the scope, context, and reliance requirements of each mandate.
01
Calculation Valuation Reports
A concise conclusion of value based on a limited scope of work, appropriate where lower assurance is required for specific planning or tax contexts.
02
Estimate Valuation Reports
A more developed analysis and value range delivering moderate assurance for commercial, planning, and transactional contexts.
03
Comprehensive Valuation Reports
Detailed, fully supported opinions with extensive independent corroboration, intended for higher reliance, contentious, or complex matters.
Principal-led
from first review
to final opinion.
THE LEAD PRACTITIONER
Senior execution is not delegated.
Ash Vals is built around hands-on engagement execution. Senior leadership directly handles every critical phase, from initial discovery and complex financial modeling to in-depth valuation analysis and final report preparation. We bring deep Big 4 and corporate valuation experience to every mandate.
• Direct senior accountability
• Clear, decision-useful communication
• Independent judgment in complex situations
WHO WE SUPPORT
Clients We Serve
01
Privately Held & Owner-Managed Businesses
tax reorganizations, estate freezes, ownership buyouts, shareholder agreements, corporate succession planning, management buy-ins, partner dispute resolution, and equity transition strategies.
02
Early-Stage Tech & High-Growth Startups
Pre revenue IP valuations, complex capital structure modeling, and equity allocation analysis.
03
Mid-Market Enterprises & M&A
Transaction Pricing, Purchase Price Allocations (PPA), Fairness Opinions
04
Private Equity & Fund Managers
Portfolio Asset Valuations, Quarterly Reporting, Debt Pricing, Impairment Testing
05
Public Companies & Reporting Issuers
Purchase Price Allocations (PPA), Goodwill and Intangible Asset Impairment Testing, and valuation reports for stock exchange filings.
06
Legal Counsel & CPA Partners
Defensible independent reports for CRA/IRS audits, tax reorganizations, and litigation. We protect your client relationship and never cross over into general accounting, tax filing, or legal practice.
SECTOR EXPERIENCE
Industries We Serve
Technology, Software & Digital Media
SaaS, AI, Cybersecurity, E-Commerce, Digital Platforms, Crypto & DeFi
Industrial, Manufacturing & Logistics
Precision Manufacturing, Distribution, Freight & Transportation, Building Materials
Professional & Health Practices
Engineering & Architecture, Accounting & Legal Practices, Dental & Medical Practices
Consumer Products & Retail
Consumer Brands, Multi-location Retail, Food & Beverage, Hospitality
Real Estate, Construction & Infrastructure
Commercial Construction, Holding Entities, Property Management
Financial & Cross-Border Services
Fintech, Asset Management, Dual-Jurisdiction Canadian/US Operations
