CONNECT 2025 Recap

Last week at CONNECT 2025, over 400 valuation professionals came together in Toronto to exchange ideas, explore emerging trends, and discuss the key issues shaping the future of business valuation. Catch up on the highlights in our event recap.

2025 Awards & Honours

We are pleased to announce the recipients of CBV Institute’s 2025 Awards & Honours. View their message of thanks below.

2025 PROSPER SCHOLARSHIP RECIPIENT

CBV Institute is proud to announce that Roger Mellen Sr., MBA, BBA, CPA, CMA, FMVA, is the 2025 recipient of the Prosper Scholarship.

CBV Institute M&A Outlook Survey Results

Chartered Business Valuators Institute’s M&A Outlook Survey reveals more than half of CBVs involved in M&A transactions in 2024 predict increased activity in Canada.

Exposure Draft Released

CBV Institute welcomes comments on the Exposure Draft concerning proposed revisions to the practice standards for independent valuations (Practice Standards Nos. 100, 110, 120 and 130).

BV Challenge 2024 Results Released

CBV Institute is pleased to announce the results from Business Valuation Challenge 2024, a competition in which 22 teams from business schools across Canada competed for the top prize.

CBV Institute Has Moved

CBV Institute recently moved. We are now located at 141 Adelaide St. West, Suite 1007,Toronto, ON M5H 3L5

New Practice Resource for CBVs – AI Primer

CBV Institute has released a new practice resource on the responsible use of AI. The primer covers the use of AI systems that are well-established in financial and litigation services (e.g., predictive AI such as e-discovery software) as well as the newer generative AI applications (e.g., ChatGPT, Copilot, and Gemini).

CBV CONNECT 2024 – Livestream Registration Open

Registration for CBV Institute’s annual conference and flagship event, CBV CONNECT, is officially open. CBV CONNECT is taking place in Montreal, on June 20 – 21, 2023, at The Hotel Bonaventure.

2024 Chartered Business Valuator Roadshows

Are you a financial professional who is looking to take the next step in their career? Are you interested in elevating your expertise, taking on a new challenge, standing out in a crowd, and engaging in a career that is resilient, even in the face of economic downturns? If so, you need to know about

New Sponsored Research!

CBV Institute is proud to release the latest Sponsored Research Paper, Best Practices for Quality of Earnings Reports, by Melanie E. Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRP-Val.

New CBV Insights on ESG

CBV Institute has just released a thought-provoking edition of CBV Insights, dedicated to exploring the role of Environmental, Social, and Governance (ESG) factors in private companies.

CBV Institute Announces Winners of Business Valuation Challenge 2023

CBV Institute is pleased to announce the top three teams for Business Valuation Challenge 2023 (“BV Challenge 2023”). Based on rigorous judging by a panel of distinguished Chartered Business Valuators (“CBVs”), the following teams have been awarded the highest marks for their business valuation skills

New Insights – Cross Border M&A

In the latest edition of CBV Insights, Stephanie Lau, CFA, CBV advises Canadian sellers on a few strategies they can employ when engaging with a foreign buyer – and why they should not base their exit timing solely on the strength of the Loonie.

Registration Full for BV Challenge 2023

Registration is now full for CBV Institute’s Business Valuation Challenge 2023, a national business valuation case competition for 25 teams of undergraduate students from prominent business schools across the country. This year’s event will take place on November 8 & 9, 2023 over Zoom.

New Partnership With Financial Modeling Institute

CBV Institute is pleased to announce a new partnership with the Financial Modeling Institute (FMI), the global organization that promotes awareness, excellence and discipline in Financial Modeling through world-class accreditation programs.

New Insights – Sports Franchise Valuation

We’re excited to bring to your attention a new CBV Insights paper authored by Jeff Harris, National Leader & Partner, Sport Business Advisory, Deloitte, Marco D’Elia, CPA, CBV, Senior Manager, Financial Advisory, Deloitte, and Luc Ryu, CPA, CBV, Assistant Director, Sports M&A Advisory, Deloitte.

Welcome new Members

CBV Institute congratulates the following individuals, who on admission to Membership, are entitled to use the CBV designation.

New Insights Videos – Succession Planning

We are pleased to introduce our thought leadership series on succession planning. This series, consisting of three videos and a CBV Insights article, delves into the fundamental role that CBVs play as members of a succession planning team.

CBV Insights Video on Joint Expert Engagements

CBV Institute is pleased to release the third in a multi-video series on the integral role CBVs play in litigation support. Hosted by Mathieu Lapointe, CBV, M.Sc., Senior Manager at PwC, each video covers a different topic and exposes audiences to the important role that CBVs play in litigation support.

Exposure Draft Released: Adoption of IVS

CBV Institute is pleased to announce the release of an exposure draft for comment on the adoption of International Valuation Standards (IVS). The incorporation of IVS into CBV Institute’s existing suite of practice standards signals a commitment to global harmonization of valuation standards, for the benefit of the public interest.

New CBV Insights on Succession Planning

CBV Institute is pleased to release our most recent insights paper titled, Supporting Success: The Importance of CBVs in Succession Planning, written by Dr. Christine Sawchuk, CPA, CA, CBV, MEd, EdD, President & CEO, CBV Institute…

CBV Leaders to Join IVSC Board

CBV Institute is pleased to share the news that two CBVs have been appointed to the IVSC’s Business Valuation Board. Congratulations to Catalina Miranda, CPA, CA, CBV, and Emily Tse, CFA, FRM, CBV, both of whom will serve on the board from April 1, 2023.

CBV Expertise Sought by Alberta Securities Commission

CBV Institute’s expertise was recently sought by the Alberta Securities Commission (ASC) on the topic of valuation for financial reporting. We were pleased to engage the expertise of three CBVs in valuation and litigation support to discuss analysis performed by management, auditors, and/or experts (typically a CBV) to support fair value conclusions and disclosures in

Business Valuation Challenge 2022 – Results Here!

This national case competition saw 19 teams from Canada’s top business schools compete against each other in a test of their business valuation skills. CBV Institute is pleased to announce the first, second, and third place award recipients of its inaugural Business Valuation Challenge (“BV Challenge”).

CBV Institute COVID-19 Response

CBV Institute’s top priority is the health and well-being of staff, stakeholders and the general community. Below you will find the latest information on the steps we are taking in response to COVID-19, and other matters of interest to CBVs and Students. Updates will be provided as developments unfold. For questions or concerns regarding the

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