When dealing with a legal dispute, expert opinions matter. Business owners want to feel confident that they have the best possible team to support them when they decide to engage in litigation. When the future of your business is on the line, you need to turn to qualified, court-recognized experts.

Chartered Business Valuators (CBVs) are recognized by the courts as experts in the complex and intricate world of business valuation. They have been providing business valuation and litigation support services for more than 50 years, which makes them trusted partners that businesses of any size can rely on. CBVs can provide expert evidence related to legal, tax, and financial disputes on a wide range of issues.

In this multi-part video series, Mathieu Lapointe, CBV, M.Sc., Senior Manager, Forensics and Disputes at PwC Canada, interviews fellow CBVs on the topic of litigation support and the role of the Chartered Business Valuator.

Navigating Documentation and Information Challenges

In the fourth video of this series, Mathieu interviews Jason Boyer, CPA, CA, CBV, Partner, Deals – Valuations and Disputes, PwC, and Esther Dumoulin, CPA, CBV, Director, Deals – Valuations and Forensics, PwC on the topic of navigating documentation and information challenges.

The video provides a comprehensive exploration of the challenges CBVs face when preparing valuation or expert reports in the context of disputes. It highlights the difficulties in obtaining necessary information, especially when CBVs are brought in after the events leading to the litigious situation. The discussion also covers the limitations of accounting systems and the instances when the required information simply does not exist.


In the third video of this series, Mathieu interviews Jennifer Brownridge, CPA, CA, CBV, Director, PwC Deals, and Mike Dutka, CPA, CA, CBV, Director, PwC Deals, on the topic of joint expert mandates.

The speakers provide an overview of joint expert engagements, answering key questions such as “what is a joint expert?”, “who chooses a joint expert?”, and “what are best practices for a joint expert?”

Matrimonial Proceedings

In the second video of this series, Mathieu interviews Catherine Richard, CPA, CBV, Managing Director, PwC Deals – Valuations and Disputes, and Iain Fraser, CPA, CA, CBV, Director, PwC Deals – Valuations and Disputes on the topic of the CBV’s role in matrimonial proceedings.

The speakers discuss the benefits of engaging CBVs in matrimonial proceedings, how a CBV complements the role of a lawyer in these types of engagements, how CBVs quantify notional income, and much more.

Shareholder Disputes

In the first video of this series, Mathieu Lapointe interviews Jake Dwhytie, MA, CFA, CBV, Managing Director at PwC Canada, on the topic of shareholder disputes. Mathieu and Jake discuss what shareholder disputes are, how CBVs can leverage their expertise to the benefit of their clients, and much more.

Shareholder disputes can be related to issues of corporate governance, strategic direction, or how a business is using proceeds, all of which can require litigation to solve.

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