P&C Insurance Brokerage Profitability – Let’s Talk Contingent Profit Commissions
June 20, 2018
Canadian Brokers understand that Contingent Profit Commissions (CPC) are a device that insurance companies use to reward good front-line und...
read morePutting a Price on the Value of Bitcoin
May 25, 2018
Bitcoin specifically, and cryptocurrencies in general, have garnered significant headlines recently for their extreme price volatility. Incr...
read moreUsing a Spin-Out to Maximize Shareholder Value
May 4, 2018
What is a Spin-Out? A spin-out is a type of corporate reorganization involving the separation of business assets or operations from the Par...
read moreLatest trends in P&C Brokerage Valuations – Let’s Talk Multiples
April 4, 2018
While we are always monitoring changes to financial issues related to the P&C insurance industry, we have long stopped trying to predict...
read moreBrokerage Valuations – Let’s Talk Management Buy-Outs
March 15, 2018
The market for property and casualty (P&C) brokerages continues to be intense. Books of business are attracting prices from 3.5x to 5.0x...
read moreValuation Date Issues under the Family Law Act – Part Two
March 2, 2018
In our last blog article on the subject of valuation dates, we discussed the general requirement under Section 87 of the Family Law Act (FLA...
read moreValuation Date Requirements under the Family Law Act – Part One
February 14, 2018
The value of a business is expressed at a point in time. Depending on the nature of the business, its value can change significantly over ti...
read moreNet Working Capital in a Transaction Context – Part Two
January 30, 2018
Welcome back! In our last post on net working capital (NWC) in a transaction context, we discussed what NWC is and why it matters in a trans...
read moreNet Working Capital in a Transaction Context – Part One
January 16, 2018
At a recent mergers and acquisitions conference, the audience was polled as to whether they had ever experienced net working capital (NWC) i...
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Mike Berris
CPA, CA, CBV
Partner - Advisory Services
Mike has over 25 years of experience providing accounting and business advisory services, with a focus on the Canadian insurance industry.
Alex Wong
CPA, CA, CBV
Partner
Alex Wong is a partner at Smythe Advisory and is focused on being a trusted business advisor to his clients.
Paul Woodhouse
CPA, CA, CBV
Director of Valuation Services
Paul Woodhouse focuses on providing financial advisory and litigation support services to clients.
Paul Moore
CPA, CA, CBV
Senior Manager
Paul Moore is focused on helping his clients understand and realize the value in their businesses through transaction and valuation advisory.
William Tam
CPA, CA, CBV
Manager
William Tam is a manager at Smythe Advisory, and is focused on providing valuation and financial advisory services to his clients.
