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In today’s business climate, understanding the factors that contribute to value is critical for companies of all sizes. Ongoing changes in financial reporting standards, legal and regulatory requirements, tax legislation and policies, debt and equity markets and the business law framework have brought business valuations to the core of corporate decision making.

At Kalex Partners Inc., our team of valuation specialists can determine the value of business interests, securities, derivatives and tangible and intangible assets.

Our approach is practical, efficient, insightful and logical reflecting our team’s extensive experience in a variety of valuation situations including:

  • Tax-related valuations (planning and disputes): corporate reorganizations; income tax planning, filings and compliance; tax disputes; intellectual property migration; allocation of value on asset purchases; ESOPs

  • Financial statement measurement, disclosures and reserves; purchase price allocation; impairment testing; contingent tax liability estimates; financial instruments; ESOPs and restricted shares

  • Transaction-related valuations: corporate reorganizations; acquisitions/divestitures; evaluation of financing; Formal Valuations (MI 61-101); fairness opinions; pricing analyses; quality of earnings; disputes arising from transactions

  • Financial reporting and regulatory: purchase price allocations; impairment testing; financial instruments; ESOPs and restricted shares

  • Dispute-related valuations: matrimonial/family disputes (whether in litigation, alternative dispute resolution, or “kitchen table” negotiations); corporate/commercial disputes (e.g., contract disputes); shareholder/partner disputes; estate disputes; second opinions and critiques of other valuation reports; expropriations

  • Strategic valuations: succession/estate planning; income tax planning; estate planning; shareholders' agreement development and compliance; establishing management/employee remuneration; co-habitation agreements; business modelling

  • Valuations in connection with Employee Stock Options Plans ("ESOPS")

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