Business valuationEdmonton
Independent valuations of private companies and shareholdings in Edmonton and northern Alberta. Every conclusion is tied to the company’s own numbers, with the reasoning set out so buyers, investors, lenders, courts and the CRA can follow it.
When a valuation is needed
The purpose of a valuation decides the standard of value, the depth of the work and who will read the report. We settle it before anything else.
A supportable range before negotiations start, and a separate view of what a particular buyer could pay once synergies are counted.
A pre-money value you can defend with investors, including how SAFEs, convertible notes and new share classes affect it.
The value of an interest under your shareholder agreement, including whether minority and marketability discounts apply.
The value of a business interest for a family law settlement, with owner compensation and one-time items normalized and explained.
Fair market value for an estate freeze, a rollover or a transfer between related parties, documented for the file.
A price for option grants that meets Canadian rules and, for holders taxed in the U.S., the 409A safe harbor.
How we help
Business valuation services for small and mid-sized private companies, founders and shareholders in Edmonton, and for the lawyers, accountants and investors who advise them. Each engagement pairs market evidence with a close reading of how the business makes money.
An independent view of value before a sale, purchase or merger, with the range and the assumptions behind it, built to hold up through negotiation and the buyer’s diligence.
Pre-money values for financing rounds and for SAFE and convertible note conversions, for founders and the investors backing them.
Fair market value for stock option and share plans, including 409A valuations for companies with U.S. employees or U.S. investors on the cap table.
The value of a shareholding in a buyout or a dispute, written so every party, and the court if it comes to that, can follow the reasoning.
The value of a business interest in a separation in Alberta, including growth in the value of a business owned before the relationship.
Fair market value for a sale to family or management, an estate freeze or a reorganization, documented for the file and for the CRA.
Valuation in Edmonton
Edmonton is Alberta’s capital and the service and supply centre for the province’s north. The Edmonton region has grown into Canada’s largest hydrocarbon processing region, according to the Government of Alberta, and its private companies include engineering and construction firms, fabricators and maintenance contractors, manufacturers, agri-food processors, logistics companies and professional practices, alongside a growing technology sector.
Many are family-owned and approaching a change of ownership. Their buyers and lenders, from strategic acquirers and private equity firms to ATB Financial and Servus Credit Union, both headquartered in Edmonton, the major banks and BDC, will test a valuation against the contracts, the equipment and the people behind the earnings.
Construction, engineering and industrial maintenance companies earn on contracts and turnarounds that come and go. We look at the backlog, the renewal history and the margin on completed work, so the valuation rests on earnings a buyer can expect to repeat.
Suppliers to the plants northeast of Edmonton and to oil sands operators often depend on a few large customers. The terms of master service agreements, approved-vendor status and safety records can matter as much to a buyer as the margin.
Contracts with the province, health services, school boards and the universities bring steady revenue, but they are awarded through procurement and can change hands. We assess how secure they are and whether they will transfer on a sale.
Many Edmonton companies were built by owners now planning a sale to family, managers or an outside buyer. A valuation sets a fair price for each route and shows how much vendor financing or earn-out the business can carry.
Our view
Any model will produce a number. What matters is whether it holds up when a buyer, an investor, the other side’s adviser or the CRA asks how it was reached.
We start with how the company makes money and what could change it, then choose the methods that fit the question. Every adjustment and assumption is written down, so the people who rely on the valuation can test it.
Watch: Valuation That Reflects Your Reality
How an engagement works
Timing depends on the scope of the work and how quickly the information comes together, and is typically two to three weeks. You receive a written proposal with the scope, timing and fee before any work begins.
Need a valuation for a family law matter or a shareholder dispute? Tell us at the start. The valuation date, the standard of value and the form of the report depend on who will rely on it.
Need to know what your business is worth?
Selected clients
Frequently asked questions
An independent estimate of what a company or a shareholding is worth on a given date, based on its financial performance, its risks and prospects, and evidence from the market. The purpose of the valuation decides the standard of value and the depth of the work.
It depends on what the valuation is for, how complex the business is and how much support the report needs. A valuation to guide a sale or a shareholder discussion needs less than a report prepared for court or for the CRA, and a single operating company takes less work than a group with several companies and real estate. After a first conversation we send a written proposal with the scope, timing and fee, so you know the cost before any work begins.
Typically two to three weeks, depending on the scope of the work, the complexity of the business and how quickly the information comes together.
The income approach, usually a discounted cash flow; the market approach, using comparable companies and precedent transactions; and asset-based methods where they fit. Where the approaches point to different values, the report explains how each result was weighted.
Three to five years of financial statements and tax returns, current results and any forecasts, your cap table and shareholder agreements, and details of owner compensation and one-time items.
Yes. We value early- and growth-stage companies for financing rounds, option grants and SAFE and convertible note conversions, where the market approach and the terms of each share class carry more weight than current earnings.
Yes. We prepare valuations for family law matters and shareholder disputes, written so both sides, their lawyers and, where needed, the court can follow and test the reasoning. Under Alberta’s Family Property Act, the value of a business owned before a marriage or relationship can be exempt, while growth in its value during the relationship may be divided. The valuation often has to establish value at more than one date. Read how valuation works in disputes and divorce.
Yes. Our office is in Vancouver, and we value companies in Edmonton, St. Albert, Sherwood Park, Leduc and Nisku, Grande Prairie, Fort McMurray and across northern and central Alberta, as well as in Calgary.
Have a question that isn’t covered here? Ask us directly.
Related insights
Start a conversation
Tell us what the valuation is for and when you need it. We will come back with the questions that matter for your situation.
What happens next
Office
Alphabridge Group Inc.555 Burrard StreetVancouver, BC V7X 1M8
We use your details only to respond to your inquiry.
vasant@alphabridge.co
+1 778 903 4883
Five practices, organized around the decisions our clients face.
Sector depth across the businesses we advise, from early-stage ventures to established operators.
Perspectives on transactions, valuation, capital, performance and strategy.
An independent strategic finance firm, founded in 2016 and led by its principal on every engagement.
