When looking to purchase a small business or transfer your business into a trust you will need to estimate the value of the entity. An estimate of value is designed to meet the needs of smaller businesses that must make informed decisions at a reasonable cost and that do not warrant a full valuation or indication of value.

An estimate of value, unlike a full valuation, includes analysis of industry information, and a  brief examination of historical information and future prospects. We then provide a brief report on the outcome of our examination and a range of estimates of value to help you determine the value of your transactions.

We prepare estimates of value to assist in the following areas:

• Transferring shares into a trust
• Introducing a new shareholder
• Purchasing a new business
• Reviewing or providing a second opinion
• Matrimonial property settlements