We have a team of experienced valuation professionals dedicated to providing fair market opinions and related advisory services. We provide business valuation services across several industry sectors and for a wide range of purposes. Our clients include large- to small-sized industrial firms, technology-based enterprises, financial institutions and intermediaries - and their shareholders, directors and senior managers.

Service Highlights

Our approach to business valuation services is comprehensive and beneficial to our clients.

Objectivity

Our valuation assignments are conducted with the utmost integrity, professionalism and independence. These standards have enhanced our reputation for objectivity, which is demonstrated by the acceptance of our valuations for differing types of commercial situations and transactions.

Service Levels

We work closely with management, shareholders and their professionals to provide the timely and efficient solutions demanded by the valuation process.

Multi-Discipline

Business valuations often require the use of specialists. We have the capability to integrate the services of various specialists, including experts in accounting, tax, legal, technology, and other business disciplines.

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Economic damages are about money - how much was lost as a result of an incident, either in a personal or commercial capacity. As seasoned litigation support practitioners, we focus on the relevant facts of the case, provide accurately quantified economic damages and support our conclusions in a manner that is easily understood. This calls for a balance between investigative accounting skills, industry knowledge and courtroom experience.

Thoroughly familiar with the litigation process, our practitioners can sift through complex financial records to locate crucial information. We can also assess key financial and accounting issues relevant to determining damages.

In addition to quantifying damages and acting as expert witnesses, we are frequently called upon to advise lawyers on the merits of a client's case (as well as case strategy), prepare financial exhibits and questions for the discovery process and for cross examination at trial.

Commercial dispute damages

Commercial disputes can be complex, and at times require the expertise of litigation support accountants with a diverse knowledge covering various industry sectors and business valuation skills.

We can assemble a multi-skilled team to provide assistance in numerous aspects of commercial litigation, including:

• Breach of Contract / Contract Disputes
• Product Liability Claims
• Expropriation Claims
• Intellectual Property Disputes
• Libel and Slander Actions
• Breach of Fiduciary Duty
• Construction Claims
• Business Valuations
• Investigative / Forensic Accounting
• Shareholder Disputes
• Matrimonial Disputes

Personal Injury Claims

Our senior professionals have acted in hundreds of cases covering virtually all aspects of personal injury claims.

We have recent experience in personal injury claims arising from:

• Automobile accidents (including Bill 68, Bill 164 and Bill 59)
• Slip and Falls
• Wrongful Death
• Medical Malpractice
• Structured Settlement Consulting

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WFT Corporate Finance & Valuations Limited ("WFT") brings to its clients extensive M&A and divestiture experience. Our consistent level of deal activity provides valuable knowledge and experience that can make a difference in your proposed transaction in the insurance brokerage industry. Relying on transaction experience, well researched industry sector knowledge, strong technical skills and the ability to execute and complete, our Partners can source deal opportunities and identify potential insurance brokerage buyers and sellers throughout Canada.

In focusing on the Canadian insurance brokerage industry, WFT can act on both the buy-side and sell-side of transactions. As advisors to our clients, we aim to achieve the most favourable outcome in the marketplace from our initial retention as financial advisors to transaction completion. We can enhance the value of acquisitions and divestitures through our significant base of individual insurance broker and insurance company contacts, insurance industry knowledge and our internal proprietary information on buyers, sellers, pricing and associated transaction structures.

As part of the Cookson Walker Group, a full service professional firm, we also have ready access to in-house transaction support including financial due diligence capabilities and tax structuring.

Relevant services include:

• Acquisition and sale strategies
• Due diligence procedures
• Pricing and assessment of synergistic benefits
• Negotiating or consulting on the business terms of purchase and sale agreements
• Structuring transactions to minimize corporate and personal tax
• Identifying and facilitating funding options

M&A and Divestiture Services Brochure - Insurance (212 kb PDF)

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