Valuing your Business with Melanie Russell

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    Melanie made a Guest Appearance in the podcast episode of        'Financial Planning for Canadian Business Owners'.  

 

    Melanie talks with Jason Pereira, award winning financial       

    planner, university lecturer and writer.

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WHAT PEOPLE ARE SAYING

ABOUT KALEX VALUATIONS INC.

In the times I have retained Kalex Valuations for a project, I have been consistently impressed with their expertise, diligence, and service.  Having engaged with valuators for over three decades, I have come to understand the difference between “template completers” (of which there are far too many) and those who excel at understanding a business and providing the essential analysis to determine true value.  I have been in the position to judge separate valuations of a single business by large international firms and Kalex, and Kalex has consistently had more thorough valuations that have proved more accurate in hindsight, all at a significantly lower cost.  Kalex is without peer in providing valuations that combine excellence and service.  I recommend them strongly to anyone looking for sophisticated valuations.

 

- David Jennings, Lawyer and Businessman

“The opposing counsel was going to contest the valuation but, when they saw who produced it, they backed right off. Your firm has a reputation in the industry as the gurus of intellectual property valuations.  We are very close to settlement; they have to do their own valuation and are trying to negotiate, but it looks like my client is going to win. He is ever so grateful for the referral —your firm rocks!”

 

- Ted Pollock CPA CA, CFP

“We had a case conference and the opposing lawyer insisted that the information Melanie wanted was not relevant, however, the judge knew her professionally and made it clear over and over again that anything she requested now would have a lot of weight attached on any motion. 

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The way the judge praised Melanie in front of everyone—I have never seen anything like it in 40 years. Thanks again!"

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- Sam Laufer J.D. B.A. C.Arb  C.Med

"Thank you for your work on this case.  Your testimony was reflective of the high standard of work you consistently deliver.  I expect the judge agrees with me, based on her response to my closing submissions yesterday."

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- Ross Milliken, Barrister and Solicitor

"We recently required a valuation of one of our larger clients for an employee share sale. The Kalex professional were thorough and prompt in their assistance in getting the job done."

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- Bob Gore, Robert Gore & Associates CPAs, CAs