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Canada’s Version of a 409A Valuation
Family Succession Planning for Insurance Brokerages
Should Distributive Taxes be Deducted in Valuing Redundant Assets?
Optimum Strategies Inc. Acquired by Navacord Corp.
Smythe Advisory acted as the exclusive divestiture and tax advisors to Optimum Strategies Inc., a B.C.-based brokerage that specializes in providing group benefits and private health service plans, in its sale to Navacord Corp.
Not all Valuation Reports are Created Equal
Minority Discounts are not always applicable to a Non-Controlling Interest
Shephard Ashmore Insurance Inc. Acquired by Westland Insurance Group Ltd.
Smythe Advisory acted as the exclusive divestiture advisors to Shephard Ashmore Insurance Inc., one of Canada’s leading music and entertainment specialty insurance brokerages, in its sale to Westland Insurance Group Ltd.
Defining Value in the Context of a Shareholders’ Agreement
Mergers and Acquisitions: A Year in Review of 2022
Bedrock Insurance Brokers Inc. Acquired by Axis Insurance Managers Inc.
Smythe Advisory acted as the exclusive divestiture advisors to Bedrock Insurance Brokers Inc, a North York, Ontario based commercial lines focused insurance brokerage, in its sale to Axis Insurance Managers Inc
Mountainside Support Services Ltd. Acquired by WJS Canada
Acting as the exclusive divestiture advisors to Mountainside Support Services Ltd., the Smythe Advisory team is pleased to announce the sale to WJS Canada.