BVR adds updated "bible" of Canadian business valuation

The Guide to Canadian Business Valuations, published by Thomson Carswell, was just updated last month.  BVR has signed an agreement with the publisher to help promote this three-volume, looseleaf guide for our customers with Canadian or cross-border clients.

Written by Richard Wise, this Guide is intended to

  • Provide practical information that is easy to understand and use - Incorporates a unique “engagement approach” to the valuation process, an accessible, step-by-step system.
  • Offers valuable insight into the practices, concepts, and procedures for a variety of valuation engagements.
  • Explain  each step of the valuation process with “real life” examples - Includes detailed case studies, sample engagement letters, computation worksheets, questionnaires, checklists, and forms.
All BV professionals in this area will find the complete set of easy-to-use practice aids extremely helpful in their day-to-day activities.  Nothing else like it exists specifically for the Canadian market.

Table of Contents

Volume 1

• Overview of a Business Valuation Engagement

• Overview of Valuation Terms and Methodology

• Pre-Engagement Procedures

• Data Gathering and Analysis

• Capitalized and Discounted Returns Methods


Volume 2

• Valuation Methods Based on Guideline (Comparative) Company Data

• Underlying Assets, Excess Earnings and Other Methods

• Wrapping up the Engagement

• Valuation Reports

• Income Tax/Capital Gains Valuation

• Valuation Professional Practices

• Canadian Securities Commissions - Valuation Requirements

• Litigation Support


Volume 3

• Valuing Preferred Shares

• Fair Value Under Shareholder Dissent and Oppression Remedies

• Valuation for Divorce Engagements

• Forensic Valuations – Reconstructing Business Income for Valuation Purposes

• Fair Value Determination for Financial Reporting – Business Combinations, Goodwill and Other Intangible Assets

• Valuing Non-Traded Financial Options

• VAL - Practice Aids - Independent Valuation Consultants

• INT - Practice Aids - Internal Accountants/Analysts

• Index

• Firm Policies.