For Calgary business owners
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.
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
- 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.
Common question
What information is usually needed for a Calgary 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.
Helpful guides