Kalex offers independent and objective advisory services to our clients across a complete range of valuation disciplines. We maintain a balanced and experienced team possessing industry depth, exceptional analytical skills and capable of timely and cost effective execution of mandates.
When you engage Kalex Valuations you access:
Leading boutique provider of independent valuations
Efficient, insightful and timely analysis
Objective and practical solutions
Experienced expert testimony
Value assessment, protection and enhancement
At Kalex Valuations Inc., our team of valuation specialists can determine the value of the following:
Business interests (equity/shares, assets)
Debt & equity securities & derivatives
Intangible assets (i.e., goodwill, intellectual property, patents, trademarks, licenses, customer lists, brand/trade name value)
As a business owner, selling or buying a business can be the most important financial transaction in your lifetime, and involves a significant amount of emotional energy and overall effort. At Kalex Valuations Inc, we are pleased to offer a variety of buy and sell side transaction advisory services to guide you through these pivotal milestones including assisting you with the following:
At Kalex our team has extensive experience in valuing and modelling financial instruments including a wide variety of derivatives.
Our in-depth technical and analytical experience across a variety of industries allows us to understand your business and provide insight into how financial modelling can improve the quality of decision making in your organization or to prepare offering documents for financing .
INVESTIGATIVE & FORENSIC ACCOUNTING
In cases of suspected fraud and other forensic matters, you require discreet and competent investigative services in a timely matter.
LITIGATION & DISPUTE ACCOUNTING
Our team of professionals is adept in analyzing complex scenarios to provide you and your legal advisors with insightful, well-reasoned, and effective assistance.
M&A ADVISORY FOR ACCOUNTING, TAX AND OTHER PROFESSIONALS
With our long background as valuators, advisors, public accountants and educators, and our depth of experience and contents, and knowledge of the public accounting profession, we offer a unique advantage for anyone who is looking to sell their professional practices. We understand your objectives and how best to achieve those.
We assist family law lawyers and clients with dispute support services, in the quantitative side of family law issues.
QUALITY OF EARNINGS REPORTS
At Kalex our team has experience in providing due diligence services in connection with the purchase and sale of businesses, including preparing reports with respect to a businesses' quality of earnings.
QUANTIFICATION UNDER INSURANCE CLAIMS
Our team of professional are ready to assist you and your business with quantification under insurance claims such as business interruption
Fidelity, surety and employee bonding
REAL ESTATE SERVICES
Kalex can assist clients by issuing independent letters of opinion regarding real estate market values for a variety of purposes (e.g., tax planning, estate planning, succession planning, valuations for internal management purposes, financial reporting, litigation and dispute resolution, initial pricing analyses, etc.) either separately or in conjunction with the other valuation and financial services offered by Kalex.
SHAREHOLDER AND PARTNER DISPUTE
We assist commercial and securities lawyers and clients with dispute support services in relation to shareholder and partnership disputes. In addition, we have provided assistance to numerous alternative dispute resolution forums, such as arbitration, mediation, collaborative and kitchen table.
TAX DISPUTES, COMPLIANCE & TRANSFER PRICING
Our tax valuation professionals have a combined 50+ years of experience working in and leading the CRA Toronto Regional Valuations Section.
Our approach to assisting our clients through the transaction approach focuses on a three-part approach – the Kalex Value Matrix
Are you C-Suite financial executive looking for some assistance on valuation issues? Are you a Director who has received a valuation report, expert report or fairness opinion that needs some guidance on understanding the report and “stress-testing” it? Are you a legal professional trying to assess the reasonability of one or more valuations or expert reports that have been prepared, whether in draft or final, and whether prepared on behalf of your client or another party?