EN | FR

Industry: Professional Services

  • It’s Not Personal: Building Transferable Value in Medical and other Professional Practices

    Discover how medical and other professional practices can build stronger, more transferable value by moving beyond owner-dependent goodwill. This article unpacks the critical distinction between personal and commercial goodwill and why it matters for maximizing enterprise value. It also provides practical, actionable strategies to enhance buyer appeal and position your practice for a successful sale…

  • How Quality of Earnings Reports Reduce Friction and Improve Deal Outcomes

  • Valuation & Taxes

    Discover the latest CBV Insights, focusing on recent tax-related developments that intersect with business valuation. This edition covers key changes in Canadian tax law, notable court cases, and updated regulations for family business transfers. Essential reading for SME owners, these insights will help you understand the valuation impacts of tax changes and support informed business…

  • 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.

  • Understanding Value Impacts on Private Companies Through an ESG Lens

    Explore the intricate influence of ESG factors on business valuations through this enlightening article. It sheds light on the critical intersection of environmental, social, and governance considerations in determining a private company’s worth. Essential for those at the forefront of business change, this read is key to understanding value creation in the modern landscape.

  • 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.

  • Succession Planning: The Indispensable Role of CBVs to CPAs

    This video highlights the importance of early planning, assembling an advisory team, and preparing a diligence binder for effective succession. It’s a crucial guide for business owners and CPAs in this process.

  • Succession Planning: The Indispensable Role of CBVs to Business Owners

    The video underscores the significance of involving CBVs early in succession planning and understanding business valuation complexities. It’s a vital resource for business owners in navigating succession challenges effectively.

  • 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.

  • 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,…