Valuations

Corporate planning: Valuations are crucial for corporate planning, providing insights into a company's worth and guiding strategic decisions like mergers, acquisitions, and investment They help understand a business’s health, identify value drivers and detractors, and inform strategies for growth. SurePath has valuation and advisory expertise that supports:

• MD&A and board reporting
• Basis for share pricing for employee share ownership, options or bonuses
• Succession planning share pricing
• M&A and divestiture planning
• Fairness opinions for shareholder fairness

Financial reporting: SurePath has expertise providing financial reporting valuation analysis under ASPE and IFRS, including the preparation of purchase price allocations, impairment testing models, and valuation of intangible assets.

Tax: Valuations are required for capital gains, estate planning, corporate reorganizations, and more. SurePath ensures fair market value determination based on appropriate methods, objective evidence, and CRA‑ready documentation.

Disputes

A disagreement or conflict about the value of an asset or business often arising in situations like mergers, acquisitions, shareholder disputes, or divorce proceedings, requires expert attention. The accurate assessment of economic impact and value and damages in these legal matters often depends on sophisticated analytic, economic, financial, and quantitative analysis. Our independent, objective written reports and verbal testimony reinforce your legal position.

Complex commercial litigation: Complex commercial litigation requires specialized knowledge to develop defensible damages quantification to support your position best. SurePath provides financial analyses to major law firms, corporate counsel, governmental entities, and corporate management involved in complex matters such as shareholder, royalty, breach of contract, and valuation disputes.

Family law and estate disputes: We understand the sensitivity, confidentiality, and emotion surrounding the division of matrimonial property or estate assets. This complex area of law involving a myriad of assets subject to division has made skilled litigation support in this area ever more critical. Our clients trust SurePath to conduct the required valuation and financial analyses, from discovery through testimony, to come to a defensible conclusion to support the fair and reasonable allocation of assets.

Expropriation and eminent domain claims: When a government authority needs to acquire your property for public use, such as building a new transit project or public infrastructure building, you may be entitled to compensation for the value of your property and any business losses or additional costs incurred. SurePath’s expropriation and eminent domain experience includes high‑profile, complex cases in the Greater Edmonton Area. From business valuations and business loss analyses to negotiation advice and providing expert evidence, SurePath has what it takes to move forward with confidence.

Business interruption claims: A business interruption loss refers to the financial loss of a business when it’s unable to operate due to an event covered by an insurance policy, such as a natural disaster, fire, or equipment failure. SurePath has a strong track record helping clients quantify such losses and present conclusions before the insurer and their experts to move to a fair and reasonable payout of insurance proceeds.

Intellectual property disputes: With deep experience in calculating intellectual property damages, SurePath brings an industry‑specific lens to prepare the analyses necessary in quantifying damages and/or valuing copyright, patent, trademark, or other intellectual property. From assessment through trial, we provide the experience to navigate these complex disputes.

Financial Modeling

Financial modeling provides a snapshot of a company's performance and future prospects by combining historical performance data with assumptions about the future to create forecasts, scenario analysis, and visualizations of financial data. Financial modeling is a crucial, data‑driven approach for decision‑making, strategy, and investment analysis.

Typical modeling steps include:

• Collaboration on model purpose, users, and specifications
• Confirming structure, scenario analysis, and dashboard visualizations
• Model coding
• Model testing
• Client training on model use

SurePath is equipped to distill complexity into a compelling financial model “storyboard” to move strategic financial conversations from concept to action.