Advisory Services

Smythe Advisory has a team of seven professionals, including five designated Chartered Business Valuators (CBV). Our team has years of experience providing business valuations, transaction advisory, capital structuring and general business advisory services.

Please visit our Smythe Advisory site for more details on the services that we can provide.

Business Valuations

We work closely with business owners, management and other professional advisors to understand what makes your business valuable. Our experienced team provides independent, objective and expert valuation services for a variety of purposes including litigation, tax and transaction pricing. While a business valuation can be obtained at any time, they are often provided for:

Tax and estate planning
Matrimonial litigation
Shareholder disputes
Purchase/sale transactions
Ownership succession and retirement planning
Strategic business planning
Financial reporting, such as goodwill impairment testing

Mergers and Acquisitions Transaction Advisory

Our M&A transaction advisory team is led by partners Mike Berris and Alex Wong and provides sell-side and buy-side services.

We advise our clients through all stages of the sales process including:

Evaluating the appropriate time to sell
Analysis of business operations
Preparation of marketing materials
Identifying potential purchasers
Obtaining offers
Management of the data room and due diligence
Lead negotiations
Assist in closing the deal

We also advise our clients in the acquisition of companies and business assets including under-taking the following services:

Pricing analysis
Quality of earnings reports
Specified due diligence procedures
Risk analysis
Deal structuring
Financial modeling
Coordinating the process with both internal staff and external advisors

Capital Structuring

The team at Smythe Advisory can help your business develop the right mix of debt and equity to effectively manage your financial resources. Our services include:

Analysis of your cash flow and developing of predictive financial models;
Preparation of benchmark analysis reports;
Assistance in raising new debt including developing presentations and negotiations;
Helping you develop strategies to improve your balance sheet;
Developing financial plans and structure for management buy-outs and family succession arrangements.

General Business Advisory

Since 1980, Smythe has been providing advisory services to owner-managed businesses of all sizes and in all types of industries. We work closely with business owners and take great pride in becoming their trusted business advisor. Some of the situations we have assisted business owners with include: