Business & Securities Valuation

At KVI, we more than understand business valuation—we understand how and why the particular business generates cash flows and the competitive industry the business operates in. With over 15 years of experience as Chartered Business Valuators, we have handled hundreds of matters in countless industries, both nationally and internationally.


Stephen Kertzman, our founder, has been called upon numerous times as a lecturer, expert witness, and advisor to lawyers, corporations, mediators, CPAs, governments, business owners, members of the Board of Directors, professional associations, industry associations and individuals regarding valuation advice.


Business valuation assignments may be for an entire company, a bundle of certain net assets or a fractional ownership interest.


It is important that we understand the purpose of the valuation assignment before commencing the process. The purpose of the valuation may influence the  definition of value, the methodologies used, the level of diligence, reporting and research performed, and possibly the date of the valuation.


We offer different levels of services associated with our independent professional valuation reports:


  • Basic Calculation of Value
  • Detailed Estimate Valuation Reports Suitable for Litigation and Estate and Tax Assignments
  • Comprehensive Valuation Reports Suitable for Securities Regulations Purpos

We provide independent and objective business and securities valuations for purposes which include:

  • Assessing Strategic and Financial Alternatives (i.e. Sell Division, Discontinue a Product Line, etc.)
  • Corporate Reorganizations
  • Employee Stock Ownership Plans
  • Expropriation
  • Family Law Matters

  • Goodwill Impairment Testing
  • Income Tax, Estate and Succession Planning
  • Insurance Claim Purposes
  • Litigation Support
  • Minority Oppression and Fair Value Determinations

  • Partner and Shareholder Disputes Over Value
  • Purchase and Sale of Businesses
  • Related Party Transactions and Fairness Opinions
  • Shareholder Agreements (i.e. Value on Exit, Buy-In Value, etc.)
  • Shareholder Buyouts

Please do not hesitate to contact us to discuss any potential assignments. 

Our initial consultations are usually offered free of charge.