InsureTech – Going down the Rabbit Hole
November 7, 2018
Valuation of an educational software business for financing purposes.
Financial and tax advisors to August Corporate Partners throughout the acquisition process, with services that included deal structuring, tax planning and review of agreements.
Financial advisors to Shuswap Insurance Brokers in the sale of their business to SASCU Financial Group.
Prepared an independent expert witness report expressing our opinion on the value of an insurance brokerage for purposes of matrimonial litigation.
Exclusive financial advisors to the shareholders of DMW Insurance Ltd. in the sale of their business to Western Financial Group.
Prepared an independent expert witness report to quantify damages due to a breach of rental agreement.
Performed annual valuation of a global engineering business to facilitate the transition of ownership interests.
Financial and tax advisor to a strategic purchaser on the acquisition of a restoration company, providing due diligence services including quality of earnings report and tax structuring.
Advisor to the vendor on the sale of Double Trouble Brewing, including preparation of all sale materials, seeking buyers, controlling the auction process, negotiating the purchase price and final terms of the agreement.
Financial and tax advisor to the shareholders of a trade school in its sale to a private equity firm, including advising on transaction structuring, financial projections and review of agreements.