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Business Valuation, Forensic Accounting & Transaction Advisory

Independent financial expertise to help organizations, business owners, legal counsel, and families make informed decisions with confidence.

OUR CORE SERVICES
Valuation Services

✔ Business Valuations

✔ Economic Damages

✔ Family Law Disputes

✔ Shareholder and Partnership Disputes

✔ Succession Planning

✔ Estates, Trust Planning and Disputes

✔ Financial Reporting Valuations

✔ Tax Valuations and Compliance

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Forensic Accounting

✔ Investigations and Regulatory Response
✔ Dispute Advisory and Litigation
✔ Tracing and Asset Recovery
✔ Accountant Standard of Care
✔ Investment and Transaction Due Diligence
✔ Digital and Computer Forensics

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Transaction Support and Advisory

✔ Buy-side and Sell-side M&A Advisory
✔ Quality of Earnings Reports
(Buy-Sell, Sell-Side, Governance)
✔ Financial Modeling
✔ Shareholder and Partnership Agreement Consulting
✔ Fairness Opinions

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WHO WE HELP

BUSINESS OWNERS

LAWYERS & LITIGATION TEAMS

FAMILY LAW PROFESSIONAL 

PRIVATE EQUITY & INVESTORS

ACCOUNTANTS & ADVSIORS

TRUSTEE & ESTATE ADMINSTRATOR

M&A ADVISORS

WHY CLIENTS CHOOSE KALEX

25 +

YEARS OF EXPERIENCE

HIGHLY CREDENTIALED TEAM

FCPA, FCA, CPA, CA, CMA, CBV, FCBV, CFA, CIM, CFE, CFF, ABV, DIFA, FDRP-Val

Readers of Canadian Lawyer Magazine recognized Kalex as a Top Provider of Business Valuation Services for Lawyers.

Ready to Discuss Your Matter?

Every engagement begins with understanding your objectives. Contact our team to discuss your Valuation, Forensic. or Transaction Support and advisory needs.

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