ChartingValue provides the following services:

Business Valuations

At any point in time, the value of your business is in flux as a product of the general economy, the industry you operate in and the decisions you make everyday in your business. ChartingValue Advisory Services Inc. assists owners in understanding the value of their business today and more importantly, how to create value for the future. ChartingValue performs valuations for:

• related party transactions such as estate freezes or other tax planning mechanisms

• in contemplation of a sale of the company

• assessing a potential target for acquisition

• introducing new shareholders/partners to the business and/or valuing an exiting shareholder’s stake

• upon the death of a shareholder

Purchase or Sale of a Business

For many entrepreneurs, the sale of their business is a monumental occasion — one that can take a substantial amount of time away from the day to day operations of the business. It can also be very emotional. ChartingValue can assist with the following:

• establishing a potential range of value

• positioning the business for due diligence

• assist with identification of potential acquirors

• preparation of key information packages for potential acquirors

• assist with negotiations and review of the financial terms of the sale

Similarly, ChartingValue can assist with a company’s growth by way of acquisition. Upon identification of a target, ChartingValue can:

• assist with establishing an offer

• assist with due diligence

• assist with negotiations and review of the financial terms of the sale

Financial Expert

CBV’s are hired as financial experts in loss quantification or disputes to prepare Expert Reports and/or Limited Critiques. ChartingValue’s President, Charlene Rodenhiser, has experience in matters such as:

• claims related to expropriation

• insurance claims

• personal injury

• breach of contract

• family law

• shareholder disputes

• misrepresentation of financial information 

Charlene has testified before the Utility and Review Board for the Province of Nova Scotia (expropriation); before an arbitrator (breach of contract); and in the Expert witness testimony in the Supreme Court of Newfoundland and Labrador — Trial Division — General/Family (marriage breakdown).

Financial Reporting

ChartingValue can assist clients with their financial reporting requirements including:

• valuation of intangible assets as a result of acquisition

• valuation of a reporting unit or cash generating unit for goodwill impairment testing

• assisting management teams with the preparation of models for financial reporting purposes

Other Advisory Services

ChartingValue is available to entrepreneurs to assist with the following:

• preparation of business plans and related cash flow projections

• cash flow modeling

• development of Key Performance Indicators and other Value Measurement metrics