Business Valuation Services in Calgary

Sales alone do not establish a business’s value. A formal valuation considers factors such as earnings, assets, liabilities, ownership interests, industry conditions, company-specific risks, and the purpose of the valuation. Two businesses with $1,000,000 in sales may have very different values. Peridot Valuation can assess the relevant financial and operational information and explain the factors supporting the conclusion.

A company with $5 million in sales cannot be valued accurately from revenue alone. Value may be influenced by profitability, recurring revenue, concentration of customers, management depth, assets, liabilities, growth prospects, and transaction circumstances. The appropriate valuation approach also depends on whether the purpose involves a sale, planning, tax matter, ESOP, estate, or judicial proceeding.

A business valuation typically examines company financial information, ownership structure, operations, assets, liabilities, market conditions, and factors that create or reduce value. The scope and reporting format depend on the engagement’s purpose. Peridot Valuation prepares work for transaction analysis, exit planning, ESOPs, estate and gift matters, tax returns, IRS requirements, and judicial proceedings.

An independent valuation can help establish a supportable view of value before a sale, succession, partner buyout, ownership transfer, or other major decision. It can also identify value drivers and risks that buyers may see, allowing owners to consider actionable improvements before a transaction. Independent work may additionally support tax, estate, ESOP, or judicial requirements.

Yes. Jack Schroeder has experience valuing both controlling and minority interests, including interests associated with ESOPs and other closely held company situations. The analysis considers the rights and characteristics of the interest being valued, the purpose of the engagement, and the information available. The resulting conclusion is tailored to the specific ownership interest and assignment.

Yes. Peridot Valuation supports estate planning, estates, trusts, gifting, gift tax matters, and related tax return requirements. The engagement can address the relevant ownership interest and valuation date for the stated purpose. The valuation report is prepared to provide a reasoned, supportable conclusion that can assist owners, executors, trustees, attorneys, and tax professionals.

Yes. A valuation can help an owner understand the company’s value drivers, risks, and areas buyers may question. Peridot Valuation provides actionable recommendations before a business sale and can help owners prepare for exit planning. When appropriate, the firm can also introduce ready-to-sell business owners to a capable business broker.

The information needed depends on the valuation purpose and the company’s circumstances. Relevant materials may include financial records, ownership details, company information, and documents connected to the transaction, tax, estate, ESOP, or judicial assignment. During an initial discussion, Peridot Valuation can clarify the scope, intended use, and supporting information needed for the engagement.