Maarschalk Valuations & Planning on Our Okanagan:

Maarschalk Valuations & Planning (MVP) offers business / company valuations, business planning, and litigation support services throughout Canada, from a base in Kelowna, BC.

Please visit our website for more details.

Maarschalk Valuations and Planning is associated with Adastra Corporate Finance Inc, a company providing corporate finance advisory services.

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Maarschalk Valuations & Planning
Business Logo

Address 15 - 1873 Spall Rd

Kelowna, BC
V1Y 4R2
(View Map)
Phone (778) 484-5572
Fax (250) 712-0977
Business
Keywords
business / company valuations, valuation reports, planning, business plans, evaluation, accounting, corporate finance needs, thinking of selling? / buying? / expanding?
Key Contact Paul Maarschalk CA CBV
Email pmaarschalk@shaw.ca
Website www.valuationsandplanning.com
Social
Description

Maarschalk Valuations & Planning (MVP) offers business / company valuations, business planning, and litigation support services throughout Canada, from a base in Kelowna, BC.

Please visit our website for more details.

Maarschalk Valuations and Planning is associated with Adastra Corporate Finance Inc, a company providing corporate finance advisory services.

What We Offer

Business plans

Business planning is essential for any business but a formal, written business plan is a prerequisite for any business looking for finance, whether that finance is equity or debt and whether that finance is being sought from a private investor or a chartered bank. Maarschalk Valuations and Planning can help you tailor your plan to suit the purpose.

Business valuations, business plans, accounting (part time CFO), growth and transition planning

Business valuations for:

• Disposal of a business, including a sale to management or children
• Acquisition of a new business
• Mergers
• Capital raising
• Shareholder agreements (buy in / buy out etc)
• Shareholder dispute resolution
• Other types of business transition
• Loss compensation
• Tax planning (S. 85 rollovers etc)
• Division of assets resulting from Family Law issues
• Asset impairment (for financial reporting)
• Distinction between intangible assets and goodwill (for financial reporting)

Business valuations help to identify areas of risk or weakness in a business.

Business plans for:

• General planning by management
• Expansion
• Bank financing
• Equity financing
• Succession planning
• Mergers
• Any other kind of business transition

Valuations reports

Reports on the financial value of your business may be needed for many reasons - sale or acquisition of a business, admission or retirement of a partner, division of assets in Family Law situations, estate planning, insurance claims, raising debt or new equity, etc.

As a Chartered Business Valuator Paul Maarschalk is trained in the complexities of business valuation. The level of detail required in a valuation report is almost directly related to the degree to which the report may be challenged. A sale price is ultimately determined through negotiation but a well prepared valuation report will provide not just a guide to the business's value but also the rationale for its value. A carefully considered valuation will thus prepare the client for greater success in the negotiation process.

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