Course content

    1. Presentation

    2. Recording

About this course

  • $150.00
  • 3 CPD hours
  • July 20, 2021

Course Description

This session will provide attendees with a review of the basics of valuations, both from a theoretical and practical approach, and higher level valuation issues faced by practitioners who prepare valuations, and users of valuation reports. It is important for trusted advisors to understand basic "valuation speak", the relevant parameters of the particular situation and be able to communicate valuation-related issues to their clients. The agenda will include the following key areas:

  • When valuations are needed, and when they aren't required
  • Valuation reference points, principles and concepts
  • Valuation basic approaches and methods, and reality checks
  • Selecting the right methods and approaches
  • Understanding required of business, industry, economy, etc. i.e. how much diligence does a valuation require?
  • Components of value
  • Types of valuation and related reports
  • CICBV practice standards – high level review, applicability, key issues
  • Common issues faced by valuators – technical, practical and ethical
  • Issues faced by accounting, tax and financial professionals who use valuation reports


Target Audience:
This webinar will be of interest to accountants, tax practitioners, finance professionals, financial planners, investment advisors who face valuation issues and tax, commercial/corporate, securities, family and other lawyers who deal with valuations and expert reports. The presentation will focus on valuation issues relating to equity interests and assets of private companies, but the principles are also relevant to other entities such as unincorporated entities and public companies.

Instructor(s)

Melanie Russell

Melanie E. Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRP-Val, Founder and President of Kalex Partners Inc. – her current practice focuses on business valuations, litigation support and dispute analysis, financial/forensic investigations, corporate finance and education. She has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice, the Ontario Superior Court and the Federal Court of Canada. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings (e.g., collaborative family practice), and negotiated a number of buy/sell transactions. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations including the CICBV Membership Qualifying Examination.