Business valuation support across Canada

Business valuation support for Calgary owners and advisers

Business valuation support for Canadian companies preparing for a sale, shareholder change, financing, succession, or dispute, with a clear scope and documented assumptions.

Accounting consultation from $350/hr. Business sale or acquisition support from $1,500+. See starting fees. Amounts are starting prices plus 5% GST.

Calgary office · eligible remote work across Canada

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.

Before you call

What happens on the first call

The first conversation is free and takes about 10 to 15 minutes. A team member in Calgary answers, asks what is urgent, and explains the useful next step. There is no obligation to start an engagement.

  1. Step 1

    Tell us the pressure point

    A CRA letter, a filing deadline, messy books, payroll, or a decision you need to understand.

  2. Step 2

    We ask a few practical questions

    Entity type, province, records, software, and the date that matters. You do not need a perfect file first.

  3. Step 3

    You leave with a next step

    We explain the work, the information required, timing, and price before anything begins.

Ready now? Call +1 (587) 894-7451 or text the Calgary office.

Fees

How we price the work

The first conversation is free. Starting fees are published on the fees page. Those amounts are starting prices and subject to 5% GST. Final fees depend on complexity, volume, record quality and scope. Fixed fees are provided where the engagement scope can be determined in advance. You will know the price before paid work starts.

Client feedback

What Calgary clients say

Working with HBT Accounting and the team was extremely efficient, thorough and professional.
Olyras T.
HBT Accounting has a great team, as they have done all my annual taxes in professional way.
Raid A.
The team was helpful, easy to communicate with, and made everything stress free.
Maria H.

Cannot call right now?

Open a message on your phone

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Or contact us directly: +1 (587) 894-7451 · hbt@hbtaccounting.com

Service scope

Valuation support built around the decision

The exact responsibilities, timing, and records depend on the agreed engagement. These are the areas we can discuss when shaping a scope that fits your business.

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

A clear process before the accounting starts

  1. Step 1

    Define the question

    We begin with the transaction, dispute, financing need, succession plan, or other decision the valuation work must inform.

  2. Step 2

    Build the evidence package

    We identify missing records, reconcile the key financial information, and document proposed adjustments and assumptions.

  3. Step 3

    Review the findings and next steps

    We explain the financial drivers, limitations, open questions, and any specialist or legal work still required.

Common question

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.

Start with one clear question

Tell us what you need help understanding

Call or text HBT Accounting in Calgary, Alberta at +1 (587) 894-7451. We will ask a few practical questions and explain the most useful next step.

Mon–Fri 9am–6pm MT · Sat 9am–4pm MT. We reply to texts and emails during business hours, usually the same day. If we are closed, text +1 (587) 894-7451 and we will reply when the office opens.