What this service is
RwE Growth Partners provides independent business valuation analysis for private and public companies. All engagements are managed by Richard W. Evans, scoped to the decision in front of the company, and prepared to the professional standard appropriate to the engagement.
Valuation work supports a range of decisions: shareholder transactions, succession planning, tax and estate matters, financial reporting, dispute and litigation support, employee equity programs, and financing. The level of report and the depth of analysis are agreed at the scoping stage and matched to the purpose at hand.
We do not act as auditors, securities dealers, legal counsel, or tax advisors. Valuation analysis is delivered in coordination with those professionals where the engagement requires it.
When clients engage RwE
Sale of a business
Pre-sale valuation work to set baseline expectations, identify value drivers, and prepare the business and its information package for buyer review. RwE works with the company and its advisors well in advance of a marketed process.Shareholder transaction or buy-out
Valuation analysis supporting share redemptions, partial buy-outs, dissenting-shareholder mechanics, and unanimous-shareholder-agreement triggers. Independence is documented at intake and the engagement letter records the level of report required.Succession or estate planning
Valuation support for inter-generational transfers, estate freezes, and post-mortem rollovers. Coordinated with the company's tax and legal advisors so the valuation conclusion fits the structuring decisions being made.Tax planning and reorganisations
Valuation reports prepared to a level appropriate for CRA review — section 85 rollovers, butterfly transactions, stock-option price-setting, and related party fair-market-value support.Dispute, litigation, or oppression matters
Independent valuation evidence for shareholder disputes, oppression remedies, and commercial litigation. Where the engagement standard requires it, RwE can be retained as an independent expert; independence and conflict review are completed at intake.Family law
Valuation of a business interest as part of property division. Scope is agreed with the parties' counsel before work begins so the conclusion is admissible and useful in the matrimonial context.Financial reporting requirements
Valuation work that supports IFRS or ASPE financial reporting — purchase price allocation, impairment testing, share-based compensation. Coordinated with the company's auditors and built to audit-review standards.Employee equity and share-based compensation programs
Fair-market-value support for stock-option plans, restricted share units, performance share plans, and exit-event scenarios. Reports are scoped to whatever the plan administrator and auditors require.Financing transactions
Valuation support for debt and equity financings, including lender-required independent valuations and back-up for board approval of issue prices and dilution decisions.
What we deliver
Calculation valuation reports
Limited-scope analysis where the engagement justifies a calculation report.Estimate valuation reports
Mid-scope analysis with documented procedures and review.Comprehensive valuation reports
Full-scope analysis to the highest level of professional valuation standard.Supporting workpapers
Engagement file documentation aligned with professional review requirements.Board and shareholder briefing materials
Plain-language summaries of conclusions for governance and stakeholder audiences.Expert reports
Where applicable to litigation or dispute mandates.
How we work
Confidential intake
Scoped conversation to understand the decision, the parties, and the standard required.
Scoping and proposal
Written proposal defining the level of report, fees, timeline, and deliverables.
Information request and analysis
Defined information request, structured workpaper build, and review of supporting data.
Methodology and conclusion
Application of recognised valuation methodologies; reconciliation across approaches.
Independent review and delivery
Internal independent review before final report or opinion is signed and delivered.
Credentials and approach
All engagements are managed by Richard W. Evans, who holds CBV and ASA credentials, with Canadian valuation experience across private and public-company contexts. Independence is assessed at intake and documented for the engagement file. Final conclusions are subject to independent internal review.
Frequently asked questions
What level of valuation report do we need?
The level of report — calculation, estimate, or comprehensive — is matched to the purpose of the valuation, the audience for the report, and the level of professional standard required. RwE recommends the appropriate level at scoping, and the engagement letter records that choice.
Can you provide a verbal indication before issuing a written report?
In some engagements a preliminary indication of value is appropriate before a full report is issued. The basis and limitations of any preliminary indication are agreed in writing and reflected in the engagement letter.
How long does a valuation engagement take?
Timelines depend on the level of report, the complexity of the business, and the availability of information. RwE confirms a target timeline at scoping and updates clients if circumstances change.
Do you act as an independent expert in litigation matters?
Yes, where the scope and standard of the engagement are appropriate, RwE can be retained as an independent valuation expert in litigation, dispute, and family-law contexts. Independence is reviewed at intake.
Will you coordinate with our auditors, lawyers, or tax advisors?
Yes. Valuation work routinely involves coordination with the company's auditors, legal counsel, and tax advisors. RwE works alongside those professionals; we do not provide audit, legal, or tax advice ourselves.
What information will you need from us?
A defined information request is issued early in the engagement and tailored to the business. It typically includes financial statements, internal management reports, forecasts and assumptions, capital structure details, and any agreements relevant to the valuation.
Disclaimer
Disclaimer
Valuation reports are prepared in accordance with the standards applicable to the engagement. Final valuation conclusions are issued only after appropriate professional review and sign-off. Information on this page is general in nature and is not a valuation opinion or engagement deliverable.