Canada
I have specialized in providing business valuation and financial litigation support services since 2002. My earlier experience included general public practice accounting with a smaller firm for several years and tax planning and transaction work with a global Big 4 firm for several more years. I am a Chartered Business Valuator, a Chartered Professional Accountant (CPA, CGA) and have completed the 3-Year In-Depth Tax Program of the Canadian Institute of Chartered Accountants.
The focus of my practice is assisting accountants, lawyers, business owners, executives and other advisors with business valuation and financial litigation support services in the Lower Mainland and throughout British Columbia. I have extensive experience preparing valuations for a large number of businesses in a variety of industries. In providing financial litigation support services I have worked with legal counsel and their clients on a range of litigation matters including, matrimonial disputes, shareholder disputes, breach of contract, expropriations, personal injury, negligence claims and other matters. I provide business valuation and related services for a diverse range of purposes, including: - Business planning and strategy - Litigation support and dispute resolution - Tax planning (i.e. corporate reorganizations and restructuring) - Income tax compliance and reporting (i.e. deemed dispositions at fair market value) - Business succession and estate planning - Shareholder transactions and employee share purchases - The purchase and sale of a business - Shareholder agreements - The quantification of business and other economic losses - Income determination for spousal and child support - Preparation of expert reports - Preparation of reports for settlement negotiations - Review and critique of reports prepared by other experts - Providing expert testimony at trial - Assistance in mediations and arbitrations