Business Advisory & Valuations

Service Overview

Knowing the true value of your business is more than a calculation—it is a vital strategic tool. Whether you are preparing for a sale, seeking investment, or planning a succession, SAN Financial Advisors provides the precision and foresight required to protect your interests and maximize your company’s potential.

We go beyond traditional accounting to provide forward-looking strategies that help Canadian entrepreneurs bridge the gap between their current operations and their ultimate goals. Our approach ensures your business is not just valued, but strategically positioned for its next major move.

♦ Detailed Business Valuations

Accurate, defensible valuations that support transactions, tax planning, disputes, and strategic decision-making. We provide:

• Valuation of businesses, equity interests, and shareholder positions.
• Valuations for tax planning and specific transactions.

♦ Scenario-Based Valuation Modeling

Dynamic models that illustrate how value changes under different operating, market, and capital assumptions. We offer and provide:

• Multi-scenario valuation models.
• Sensitivity analysis on key value drivers.
• Stress-testing for strategic and financial decisions.

♦ Buy-Side Investment Analysis

Comprehensive evaluation of acquisition targets to support informed investment decisions. Services include:

• Quality of earnings and financial assessment.
• Cash flow, margin, and working capital analysis.
• Synergy assessment and valuation benchmarking.

♦ M&A Readiness and Sell-Side Advisory

Prepare your business for a successful exit and maximize value with structured sell-side support. Our services cover:

• Exit readiness and pre-sale preparation.
• EBITDA normalization and KPI cleanup.
• Data room setup and buyer diligence support.

♦ Capital Structure Optimization

Optimize your financing mix to improve liquidity, reduce cost of capital, and support strategic growth. We analyze and optimize:

• Debt vs equity financing option.
• Optimal debt-equity mix.
• Leverage, covenant, and refinancing considerations.
• Interest rate and liquidity sensitivity modeling.

Why Choose SAN Financial Advisors?

• Local Expertise, Global Standards: Deep knowledge of the Canadian market combined with rigorous valuation standards.

• Holistic Perspective: We don’t just look at the balance sheet; we analyze market position, intellectual property, and operational strengths.

• Confidential & Objective: We provide unbiased analysis that serves as a reliable foundation for legal and financial decisions.

• Actionable Insights: Our reports don’t just give you a “price”—they provide a roadmap for increasing your company’s value over time.