Valuation & Transactions

Business valuations are a useful tool for managing risk, facilitating business transitions and planning for the future.  Our professional valuations are prepared for a variety of purposes including: 

• Acquisition / sale planning
• Tax reorganizations
• Estate and succession planning
• Shareholder buy-ins / exits
• Matrimonial division
• Purchase price allocation
• Goodwill impairment testing

PAND’s transaction advisory team provides valuable support to mergers and acquisitions, divestitures and corporate reorganizations. 

Our team works closely with our tax group on all projects to ensure that our advice and structuring provides for maximum tax efficiency and that all income tax compliance matters are appropriate addressed.  Some of our key services in this area include:

Acquisitions/Mergers

• Target screening and pricing analysis
• Assistance with letters of intent and negotiation
• Financial, tax and operational due diligence
• Deal structuring to maximize tax efficiency
• Advice to legal counsel and review of purchase and sale agreements
• Post-merger integration and optimization services
• Purchase price allocation analysis

Divestitures

• Preliminary vendor due diligence to determine readiness for sale
• Pricing analysis and sale tax planning
• Assistance with letters of intent and negotiation
• Managing purchaser due diligence requests
• Advice to legal counsel and review of purchase and sale agreements
• Post-closing accounting and tax reporting

Reorganizations

• Tax planning and valuation analysis to support reorganization objectives
• Instructions to legal counsel and review of reorganization documents
• Review and advise on shareholder agreements
• Preparation of tax elections and other compliance reporting

PAND has significant experience in assisting our clients through disputes and providing crucial support in litigation matters.  Our professionals have been qualified as experts in business valuation, taxation and accounting by the Court of Queen’s Bench of Alberta.  Our services in this area include:

• Expert reports and court testimony
• Valuation and tax advice on matrimonial division
• Guideline income calculations for support purposes
• Damage quantification analysis
• Business interruption claims
• Advice on triggering buy-sell provisions in shareholder agreements

PAND assists our clients in working with financial institutions and prospective investors on refinancing strategies, cash flow management and new investment opportunities.  

As our client base is comprised primarily of mid to large-sized owner managed enterprises, we are continuously providing assistance on valuation matters, succession & estate planning issues and tax-efficient exit strategies.

As a trusted partner, we regularly connect our clients to new banking and investment relationships that can optimize the financial structure of the business.   Some of our key services in this area include:

• Cash flow analysis
• Budgeting and financial modelling
• Business plan review and development
• Reviewing and evaluating financing proposals