Estimate Report
A Deeper Business Valuation for When More Is at Stake
Some decisions require more than a quick calculation, but don’t call for the formality of a full valuation report. An Estimate Report provides a more robust, defensible opinion of value, supported by deeper analysis, more documentation, and professional judgment. We prepare Estimate Reports for matters like shareholder disputes, marital breakdowns, tax planning, and estate freezes. These reports are often used in negotiations, litigation, and compliance situations where credibility and clarity are critical. Each HW Partners report is prepared by a Chartered Business Valuator (CBV), with a focus on transparency, sound methodology, and context-driven insight.
Our Estimate Report Services Include:
Detailed Business Analysis
We conduct a thorough review of the business, including financial history, industry position, risk profile, and ownership structure.
Valuation Methodology
We apply multiple approaches, such as income-based, market-based, or asset-based, based on the business and its circumstances.
Financial Normalization
We adjust for discretionary expenses, related-party transactions, and other non-recurring items to reflect sustainable performance.
Clearly Written Report
You receive a comprehensive, clearly presented valuation report suitable for discussions with legal counsel, CRA, or stakeholders.
Expert Support & Testimony
Where needed, we assist in negotiations, provide clarity to legal teams, and offer expert support in mediation or court proceedings.
Why Clients Choose HW Partners for Estimate Reports
- Strong, defensible valuation work for sensitive matters
- Clear documentation and explanation for legal and financial audiences
- Hands-on partner involvement from start to finish
Meet the Team Behind Our Estimate Reports
Our team understands the story behind the numbers—building models that reflect both your business and your ambition.
Brock McDonald
CPA, CA, CBV | Senior Assurance & Business Advisory Manager
Estimate Reports bridge the gap between informal valuation and expert testimony. They bring clarity to moments when trust, fairness, and credibility matter most.
~ Nancy Nicks, Partner
Let’s Talk About the Business Valuation You Need
If you’re navigating a complex situation that requires clarity and confidence, HW Partners is here to help.