Business financing.
Looking to raise financing, register a regulated business or plan your corporate strategy?
A business plan is a standard document requested by many authorities that clearly outlines the roadmap to your business success.
Analysis and calculation of the business value based on the information we receive.
Preliminary phone call to understand your needs
Reception of financial and non-financial information
Business overview through a phone call
Live analysis and calculation
Accessible anywhere in Canada
Financial forecasting is the process of building financial projections using reasonable and accurate assumptions about your business.
What is being forecasted? The income statement (P&L), balance sheet and cash flow statement, along with the financial ratios requested by lenders.
A Calculation Valuation Report contains a conclusion regarding the value of shares, assets or an interest in a business that depends on negligible or based on minimal review analysis, audit and investigation and almost no verification or corroboration of relevant information, data, and for the most part set out in a concise Valuation Report.
Preliminary phone call to understand your needs
Reception of financial and non-financial information
Business overview through a phone call
Drafting of the valuation report
Send the draft for approval
Final valuation report
Accessible anywhere in Canada
Are you raising money for your start-up or business idea? You will need to create a pitch deck.
A pitch deck is a brief presentation using a professional document that clearly presents your business in a concise manner. It is usually delivered through a live presentation to investors. The pitch deck should not be more than 23 pages long.
FAQS
Who are we?
Zen Valuations is the small disruptor of consulting services. Zen was created on the realization that access to financial advice was too expensive, too long and too complicated. Our ambition is to find solutions to these problems through technology, accounting and financial processes and a new conception of the consulting profession.
How to contact us?
You can contact Zen Valuations in several ways: via our web platform, via chat or by phone.
When was Zen Valuations founded?
The idea of creating a web platform in the legal field has been in the minds of the co-founders of Zen Valuations for several years now. After a fruitful meeting during the year 2019, the site opened in May 2020.
Who are the consultants?
The professionals at Zen Valuations are all members in good standing of the CPA Order of Quebec and/or the Institute of Chartered Business Valuators. They are chosen based on their ability to provide the best possible advice quickly and simply.
Which regions do you serve?
Zen Valuations offers its services from Montreal to any individual or company that wishes to obtain financial advisory services in Canada and beyond. Indeed, its Web platform ensures that its team can efficiently accompany you by Internet or telephone, wherever you are.
Should we meet?
Zen Valuations accompany you to your location and are available online or by phone. There is no need to schedule meetings at our offices and no need to take time off work or home. Our accompaniment service is done efficiently and easily via our web platform and by phone.
What happens after payment?
Once the payment has been made, you will receive by email the information to access your virtual legal portal. The virtual legal portal allows you to communicate with our team and transmit or receive information and documents useful to your case. A customer service department will be available to answer your questions throughout the process with Zen Valuations.
Why are your rates so low?
We offer efficient services via an intuitive web platform developed for this purpose. Our team takes care of the accounting, tax and financial elements and advises our clients in a simple, fast and economic way. The mission of Zen Valuations is to make the consulting service more accessible. Our rates remain affordable for everyone, regardless of the complexity of the file.
How to become a client?
It is very easy to become a Zen Valuations customer. Simply select one of our services adapted to your needs and complete a simple online form. You can also contact us for assistance in opening your account. Zen Valuations are designed to make your life easier.
What sets us apart?
The CBV designation is the standard in Canada for business valuation. CBVs are recognized by banks, investors and the Court in contentious contexts. In addition, we offer multidisciplinary services not only in business valuation, but also in business intelligence and value creation. Finally, we are an affordable boutique firm.
How long does it take to produce a report?
Our business valuation or consulting reports can be completed within reasonable timeframes. We follow a process that begins with the receipt of documents and company information. This first step will define the deadline for receipt of the final report. The business owner must therefore make himself available as soon as the mandate is accepted. Normally, a report can be completed within 2 to 5 weeks.
Which report to choose?
"The standards of the Institute of CBV provide for three types of valuation reports (comprehensive valuation report, valuation report on an estimate of value and valuation report on value calculations) which differ from each other in the scope of the work behind them, the amount of information provided and the level of assurance provided by the conclusion. The table below summarizes the extent of review, analysis, and corroboration of significant relevant information for each of the three types of valuation reports. The fee varies depending on the type of report, with the value calculation being the least expensive and the comprehensive report being the most expensive.
Typically a value calculation (least expensive report) is sufficient in the majority of cases. Estimation and exhaustive reports are required in litigious or potentially litigious situations".
Why do a business valuation?
There are many advantages to a business valuation.
Avoid tax penalties by determining fair market value according to regulatory standards.
Negotiate with confidence the purchase or sale price of your business.
Minimize the tax impact of a transaction to buy or sell assets or shares.
Knowing concretely the potential return on investment of an investment.
To know if the business valuation prepared by a counterparty is justified.
How to do a business valuation?
Contrary to popular belief, it is not enough to apply an income multiple to determine the fair market value of a business. Several key concepts need to be considered. For more information, read our blog!
Questions?
Request a consultation via the form below.