How Quality of Earnings Reports Reduce Friction and Improve Deal Outcomes

Whether you’re buying, selling, or financing a business, one thing is clear: you need to fully understand the financial story behind the numbers. That’s where a Quality of Earnings (QoE) report becomes indispensable. For business owners, CEOs, CFOs, board members, investment committees, equity investors, and lenders, a well-executed QoE report can serve as a vital

M&A Outlook Survey: Canadian M&A Set for Growth

CBV Institute’s 2025 M&A Outlook Survey reveals that a majority of Chartered Business Valuators (CBVs) involved in M&A expect deal activity in Canada to rise over the next 12 to 24 months. According to the survey, 56% of respondents anticipate increased transaction volume, while 24% predict steady activity. Only 18% foresee a decline.

2024 M&A Outlook Survey Results

According to our first CBV Institute M&A Outlook Survey, CBVs practicing in M&A expect that Canadian activity will exceed (58%) or equal (24%) 2023 deal activity. Only 18% have a negative outlook for Canadian M&A over the next 12 to 24 months.

Cross-Border M&A and the Current Economic Environment

Discover the latest insights into the evolving landscape of cross-border M&A. Learn how inflation and interest rates are shaping deal markets, and gain valuable perspectives on key considerations for Canadian sellers in an increasingly global marketplace.

Succession Planning: The Indispensable Role of CBVs to Other Key Advisors

The video explores the role of CBVs in succession planning alongside other advisors. It emphasizes their importance in providing independent valuations and a multidisciplinary approach, addressing both the emotional and practical aspects of the process. A good resource for business advisors.

Supporting Success: the Importance of CBVs in Succession Planning

Navigate the complexities of business succession with expert insights. This article illuminates the crucial role of valuations in succession planning, offering vital knowledge for business owners poised for transition. It is a pivotal read highlighting the nuances of wealth transfer and securing a business’s future.

Intangible Asset Interview with Kevin Hutchinson

In this revealing three-part interview series, hosted by globally recognized innovation strategist Shawn Kanungo, a CBV business valuation specialist shares an expert purview of intangible assets from their respective area of professional practice in private equity.

Intangible Asset Valuations: Bridging The Gap

Without a doubt, the valuation of intangible assets is complex, difficult, and sometimes hairy. It is also risky, as it is future-looking and necessitates making informed assumptions about uncertain and unknown events. The CBV profession in Canada has been valuing businesses and intangible assets for over 50 years. To provide these services requires specialized education

Intangible Asset Interview with Chris Polson

In this revealing three-part interview series, hosted by globally recognized innovation strategist Shawn Kanungo, a CBV business valuation specialist shares an expert purview of intangible assets from their respective area of professional practice in litigation.

Intangible Asset Interview with Tiki Cheung

In this revealing three-part interview series, hosted by globally recognized innovation strategist Shawn Kanungo, a CBV business valuation specialist shares an expert purview of intangible assets from their respective area of professional practice in financial reporting.

Restructuring & Insolvency in a COVID World

Restructuring is a specialized area of business which helps companies turn around and start fresh. It is another way that the business valuation profession contributes to the financial ecosystem. The economic conditions resulting from the COVID-19 pandemic were expected by many to result in a jump in insolvencies in 2020. This seemed to be unavoidable,

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