Return on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read more
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.
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.
Return on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read moreReturn on equity in a nutshell
December 7, 2017
How is a required rate of return determined? What methods are used to determine this rate? If you’re curious, this week’s blog takes a l...
read moreMonitoring the Value of Tech Company Investments
November 16, 2017
At Smythe Advisory, we are often asked about investing in tech companies and how to best monitor these investments. As a minority inv...
read moreNot all Valuation Reports are Created Equal
November 6, 2017
Be sure you understand the differences when you retain a Business Valuator At Smythe Advisory, we are often asked to provide quotes for val...
read moreSelling a Professional Service Practice – Part II
October 25, 2017
In Part I of this series, Selling a Professional Service Practice: A Cautionary Tale, we explored common mistakes business owners make when ...
read moreSelling a Professional Service Practice – Part 1: A Cautionary Tale
September 28, 2017
Top 5 mistakes people make during a professional service practice divestiture While professional service firms come in many forms, this art...
read moreThe Importance of Lawyers in M&A Transactions
September 19, 2017
We hope that “Dick the Butcher” wasn’t planning to sell his butcher shop when he uttered his immortal line, “The first thing we do, ...
read moreExploring the Performance of Family Office Equity Investments
September 6, 2017
As a result of their successful business careers, many of our clients have accumulated a significant amount of capital. Retaining these earn...
read moreHow to Sell Customer Relationships in Service Entities
August 23, 2017
To start this discussion, we’d like to acknowledge that the issues related to valuation and sale of service-based businesses are broad and...
read moreManagement Buy-Outs and Business Transitions
July 11, 2017
While there are many different paths to financial security, it has been our experience that owning and operating your own business offers th...
read moreCurrent Trends in Mergers and Acquisitions
July 7, 2017
At Smythe Advisory, we are typically engaged to assist our clients in four specific areas. These include: Preparing Valuation Reports ...
read more
