Our valuations have been used to complete assignments such as corporate restructuring with the CRA, fulfilling shareholder agreement requirements, and facilitating familial ownership transitions. Even if you are not currently facing a situation where a valuation is mandatory, knowing the value of what you have built can help you to make educated decisions going forward.
It is never too early to start planning and decisions regarding family members can be difficult to navigate without external support. Whether you are thinking about future management, how ownership is going to be passed along, taxes, or your legacy, you will be thinking about how your decisions will affect your family.