Mike Berris

Mike Berris

Partner
Our Partners

(604) 694-7548
mberris@smythecpa.com

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Mike has over 25 years of experience in providing accounting and business advisory services to the Canadian insurance industry. In particular, Mike focuses on providing clients with industry leading advice including:

  • Preparation of brokerage valuation reports used for mergers & acquisitions, shareholder agreements, succession planning, litigation and income tax;
  • Expert reports and opinions including financial analysis on specific issues encountered by brokerages and insurance companies;
  • Purchase and sale representation for both vendors and purchasers in mergers & acquisitions including price determination, negotiation, assisting with the drafting of agreements and facilitation between parties to ensure a successful closing and transition to the acquirer;
  • Due diligence to ensure that the potential purchaser is well informed of both risks and opportunities of an acquisition.

Mike has taught courses on broker acquisition and succession strategy, developed a training program on profitability management, and contributes articles and papers to various industry publications including the publication of the Canadian P&C Industry Report.

Mike is a graduate of the UBC Sauder School of Business (Finance). He is a member of the professional associations Chartered Professional Accountants of Canada and Canadian Institute of Chartered Business Valuators (CBV).

 

March 8, 2018

Phasing out of the Health and Welfare Trust Regime

Health and Welfare Trust A health and welfare trust (HWT) is not defined in the Income Tax Act (the Act). In general terms, a health and we...
January 19, 2018

Announcing our acquisition of Brewer Edge LLP

Smythe LLP is pleased to announce their acquisition of South Surrey-based CPA firm Brewer Edge LLP. The Brewer Edge team, led by Gary Brewer...
December 15, 2017

Tax Update: Simplifying Income Sprinkling

On December 13, 2017, the Department of Finance released revised draft legislative proposals in respect of the tax on split income (“TOSI...

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