Business valuation for Calgary owners
Business valuation in Calgary
Business valuation support for Calgary owners selling, financing or restructuring. Documented assumptions, clear scope. Sale or acquisition from $1,500.
Prepared by HBT Accounting, a CPA led firm in CalgaryUpdated 5.0 on Google, 59 reviews
Start with the purpose, date, and standard of value
A business does not have one universal value. The appropriate approach depends on why the valuation is needed, the effective date, the ownership interest, the information available, and the decisions or proceedings the work must support. We begin by defining those facts before selecting records or analysis.
HBT Accounting can help organize historical financial statements, tax returns, operating records, asset and liability information, owner compensation, non recurring items, forecasts, and supporting schedules. The engagement scope confirms the work HBT will perform and whether legal counsel, a Chartered Business Valuator, or another specialist should be involved.
Valuation support built around the decision
Purpose and scope
Confirm the intended use, effective date, ownership interest, users, available information, and professional expertise required.
Financial record preparation
Organize historical results, working capital information, assets, liabilities, owner related items, and support for unusual or non recurring amounts.
Analysis and coordination
Document assumptions, explain the financial drivers, and coordinate the accounting information needed by legal counsel, lenders, buyers, or valuation specialists.
How the work begins
Step 1: Define the question
We begin with the transaction, dispute, financing need, succession plan, or other decision the valuation work must inform.
Step 2: Build the evidence package
We identify missing records, reconcile the key financial information, and document proposed adjustments and assumptions.
Step 3: Review the findings and next steps
We explain the financial drivers, limitations, open questions, and any specialist or legal work still required.
What clients say
Husain Haroun, CPA, FCCAMeet the founder who reviews the work
“Working with HBT Accounting and the team was extremely efficient, thorough and professional.”
“HBT Accounting has a great team, as they have done all my annual taxes in professional way.”
“The team was helpful, easy to communicate with, and made everything stress free.”
What information is usually needed for a Canadian business valuation?
The starting package commonly includes recent financial statements and tax returns, current interim results, normalized earnings support, asset and debt details, ownership records, customer and supplier information, forecasts, and documents relevant to the valuation purpose.
Accounting consultation from $350/hr. Business sale or acquisition from $1,500+. Amounts are starting prices plus GST or HST where it applies. Final fees depend on scope, and we quote a fixed fee once the work is clear. See starting fees. The first conversation is free and takes about 10 to 15 minutes.