About Us
Credentials
- Member of the CBV Institute
- IVS Trained Valuer (International Valuation Standards Council)
- MBA Finance
- 15+ years Consulting experience on 3 Continents
- 15+ years Industry experience on 2 Continents
Why work with us
- Integrity
- Client Focus
- Communication skills, incorporating confidence, humility, and personable skills
- Professional Capability
- Wide range of experiences to apply to the work product
- Reliability
- Objectivity
- Value for service
Professional Work Product
- Efficiency and effectiveness in executing valuation consulting and financial advisory services
- Investment in time to engage each client through the consulting process
- Independent and objective, providing opinions based on experience
- Cost effective professional services due to minimal overhead
- Utilize generally accepted Valuation and Corporate Finance Theory and incorporate practical, implementable solutions based on our experience to arrive at our Deliverables
Clients
National
- Traditional SME enterprises, seeking Professional services at affordable prices
- Accountants, supporting your client base for Valuation Specialty Services
International
- Seeking qualified valuation services for Financial Reporting purposes
- Seeking objective valuation services from an independent service provider
- Option for on-site or remote services
Valuation Standards
CBV Institute
- Practice Standards: https://cbvinstitute.com/members-students/standards-ethics/practice-standards
International Valuation Standards Counsel (IVSC)
- Practice Standards: https://www.ivsc.org/standards/
About Us
Introduction to My Firm
We have provided hands on services to a number of markets including, but not limited, to:
- Efficiency and effectiveness in executing valuation consulting and financial advisory services
- Independent and objective, providing opinions based on experience
- Investment in time to engage each client through the consulting process
- Cost effective professional services due to minimal overhead
- Utilize generally accepted Valuation and Corporate Finance Theory and incorporate practical, implementable solutions based on our experience to arrive at our Deliverables
Credentials
Valuation Consulting Services
Why work
with us?
Value Driven Solutions!
Integrity
Client Focus
Communication Skills
Professional Capability
Work Product
Reliable
Objectivity
Value For Service
Our Services
Engagement Process
Data Analysis
- Execute data review, research, development of valuation approach.
- Follow up an additional clarifications, discussion of valuation parameters.
Reporting
- Develop the valuation work files
- Review draft work files with stakeholder
- Undertake finalization
- Submit report for client review and comments
- Assess comments and execute amendments as deemed necessary
- Deliver Final Report.
Fees
- Fees are negotiated based on the scope of work and complexity of business
- Assessment of the engagement complexity will be based on actual data submitted to us, or based on Representations provided by the stakeholder
- Commit to a fixed fee based on confirmation of engagement plan
- Deviations from the work plan will result in fee variances
Markets Served
We have provided hands on services within a number of markets including, but not limited, to:
- Canada
- Europe
- Middle East (GCC / MENA)
- Africa
Clients Served
- Accounting Offices
- Business Owner/Managers
- Shareholders
- Investment Companies
- Private Equity Firms
- Family Offices
- Banks
- Government Entities
- Sovereign Wealth Funds
Client Served
Clients
International Clients
- Seeking qualified valuation services for Financial Reporting purposes
- Seeking objective valuation services from an independent service provider
- Option for on-site or remote services
National Clients
- Traditional SME enterprises, seeking Professional Services an affordable price
- Accountants, supporting your client base for Valuation Specialty Services
Mandates Served
Valuation Consulting
- Independent and Advisory Valuations for Buy and Sell side mandates
- Independent Valuations for shareholder buy / sell agreements
- Purchase Price Allocations for Financial Reporting purposes for completed transactions
- Intangible Asset Valuations for completed transactions
- Goodwill Impairment Testing for Financial Reporting Purposes
- Valuations for annual review Strategic Planning purposes
- Section 86 Estate Freeze
- Section 85 Rollover
Sectors Served
Education Sector
- Educational Institution in Kuwait, Qatar and the UAE for shareholders
- Training company
- Participation interest in an oilfield
- Agricultural industrial business
- Chemical processing Joint Venture
- Mining Concession (Review)
- Lumber wholesale operation
- Lube Blending Facility
- Oilfield logging company
- Oil sector trading company
- Paint company
- Pricing model and risk assessment for a proposed transaction
- Grocery Stores
- Flooring retailers
- HVAC
- Retail Telecommunications Services
- Telecom division
- Fleet leasing company
- Rental car agency
- Local trading company
- Retail Service Stations
- Luxury automobile dealership
- Advertising agency
- Property Development project
REVIEWS & FEEDBACKS
Our customers rated us
excellent
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Eloise Smith,
USA Customer
5/5
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Eloise Smith,
USA Customer
5/5
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
Eloise Smith,
USA Customer
5/5
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Contact Us to discuss your needs
Email Address
sven@sme-ca.ca
Email Address
sbrennecke@gmail.com
Call Us
+1(905) 966-4293
Address
216 Pinehill Drive, 1st Floor, Hamilton, Ontario, Canada, L0R 1P0