EN | FR

Practice Area: Succession Planning

  • 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…

  • 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…

  • 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.

  • 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.