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Our valuation specialists determine the value of business interests, including equity, shares, and assets. We also value debt and equity securities, financial derivatives, intangible assets such as goodwill and intellectual property, and tangible assets.

As a business owner, buying or selling a business is a major financial and emotional undertaking. At Kalex Partners Inc., we offer buy- and sell-side advisory services to guide you through these key transactions.

At Kalex our team has extensive experience in valuing and modelling financial instruments including a wide variety of derivatives.

Our in-depth technical and analytical experience across a variety of industries allows us to understand your business and provide insight into how financial modelling can improve the quality of decision making in your organization or to prepare offering documents for financing .

In cases of suspected fraud and other forensic matters, you require discreet and competent investigative services in a timely matter.

Our team of professionals is adept in analyzing complex scenarios to provide you and your legal advisors with insightful, well-reasoned, and effective assistance.

With our long background as valuators, advisors, public accountants and educators, and our depth of experience and contents, and knowledge of the public accounting profession, we offer a unique advantage for anyone who is looking to sell their professional practices. We understand your objectives and how best to achieve those.

We assist family law lawyers and clients with dispute support services, in the quantitative side of family law issues.

At Kalex our team has experience in providing due diligence services in connection with the purchase and sale of businesses, including preparing reports with respect to a businesses' quality of earnings.

Our team of professionals is ready to assist you and your business with quantification under insurance claims, such as business interruption, including natural disasters, COVID-19 claims, fidelity, surety and employee bonding, professional liability, product liability, inventory losses, and cyber losses.

Kalex provides independent real estate market value opinions for purposes such as tax, estate, and succession planning, financial reporting, litigation, and internal management, either standalone or alongside our other valuation services.

We assist commercial and securities lawyers with shareholder and partnership dispute support and provide expertise in arbitration, mediation, and other alternative dispute resolution forums.

Our tax valuation professionals have a combined 50+ years of experience working in and leading the CRA Toronto Regional Valuations Section.

Our approach to assisting our clients through the transaction approach focuses on a three-part approach – the Kalex Value Matrix

Are you a C-suite financial executive, director, or legal professional seeking guidance on valuations, expert reports, or fairness opinions, including understanding, assessing, or stress-testing them?