SurePath supports strategic decision-making, providing insight into business value, including:
Corporate Strategic Planning
• M&A – Sell-side and Buyside Financial Advisory
• Succession Planning
• Share Pricing Supporting Employee Ownership and Transition
• MD&A and Board Reporting
• Fairness Opinion
Financial Reporting
• Purchase Price Allocation
• Impairment Testing
• Other Fair Value Advisory
Tax
• Tax -deferred Transfer of Assets at Fair Market Value
• Estate Planning
• Other Non-Arm’s Length Share Transfers
Valuation
SurePath is equipped to distill financial and operating data into a financial model “storyboard” to move business conversations from concept to action:
• Full Cycle Balance Sheet, Income Statement & Cash Flow Forecasting Models
• Dashboarding and Visualization of Financial Metrics
• Sensitivity and Risk Analysis to Assess Key Value Drivers
• Forecasting for Budgets, Business Plans, and Corporate Strategy
• Independent Review and Validation of Client‑Prepared Models
• Support for Negotiations, Financing, And Stakeholder Presentations
Financial Modeling
SurePath provides independent, objective and defensible analysis to support the financial aspects of litigation arising from a disagreement about the value of an asset, business, or economic losses. We provide expert reports for litigation or mediation, independent review of financial records and support for settlement negotiations, including:
Shareholder Matters
• Complex Commercial Litigation
• Shareholder Disputes
• Oppression Remedy Claims
• Breach of Shareholder Agreement
• Buy-Sell Provisions
• Dividend Policy or Compensation
• Breach of Employment and Fiduciary Duty
• Related-party Transactions
• Misappropriation and / or Diversion of Assets
Family Law
• Business Valuation
• Guideline Income for Support Purposes
• Complex Property and Compensation Issues
• Mediation Support
Expropriation
• Fair Market Value of Expropriated Business and Assets
• Loss of Business Income, Profits and / or Goodwill
• Costs of Relocation or Business Interruption
• Increased Operating Costs and Loss Mitigation Analysis
Business Interruption and Insurance Claims
• Business & Economic Loss Quantification
• Forensic Accounting & Investigation
• Policy Interpretation & Coverage Analysis
Intellectual Property
• IP Valuation & Economic Analysis
• Infringement & Damages Quantification
• Commercialization & Licensing Disputes
Disputes
What We Do
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What We Do
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314-222 Baseline Rd, Unit 31,
Sherwood Park AB, T8H 1S8
(780) 405-5433