Zen Valuations

Expert valuation reports must accurately estimate a company’s value in the ongoing financial market and its alignment with regulatory and accounting mandates. However, the current global disruptions are driving undesirable market fluctuations, bringing increased inaccuracies to the valuation of businesses and their assets.

A leader in online financial advisory services in Canada, Zen Valuations bridges this gap by factoring in global economic and social conditions to develop simple, affordable, and accessible business valuation and financial consulting. Its suite includes services for business transactions such as acquisition and sale, evaluating intangible assets, intellectual properties, and business goodwill and post transactions services like purchase price allocation and litigation support for damage quantification and shareholder and matrimonial disputes.

Zen Valuations also evaluates business assets for reporting purposes and financial statement audits are preauthorized and regulated by the Chartered Business Valuators (CBV) Institute and a set of court-recognized rules. Its clientele includes general restaurants, manufacturers, tech, services, and B2B companies in Canada and beyond.

A customer-centric company, Zen Valuations emphasizes financial literacy by educating clients while it works on their valuation requirements. Instead of simply computing numbers, it interviews clients to gain a deeper understanding of their needs, company, and business model before translating that information into an accurate valuation report. Zen Valuations’ goal is to equip business owners with the tools for operating their businesses in a manner that will increase the overall value of their business.

Leveraging in-depth industry knowledge, Zen Valuations prepares documentation to reduce a client’s workload of gathering numbers and statistics for financial project requests, enabling them to focus on their business operations confidently.

“Our customers receive comprehensive insights on the true potential of their business to make strategic decisions that maximize business value now and in the future,” says Lionel Zaba, founder of Zen Valuations.

Zen Valuations communicates the critical drivers of a business to help distinguish its value from others in the same industry. Right from the start, it informs clients of every step in the process, takes feedback for a clear understanding of their operations, creates a valuable report, and physically meets them a few times to clearly explain the report and its conclusion. Following the Canadian Valuation Body, CBV Institute, Zen Valuations provides three levels of valuation reports: calculation, estimate, and comprehensive valuation reports, reasonable and solitary reviews of clients’ historical and present financial statements, and documentation. It analyses this information to confirm the accuracy of a financial statement and assess whether the accounting needs adjustment.

Based on the type of analysis required, Zen Valuations offers quotations. For instance, high-risk litigation requirements receive a solitary review, and low-risk tax organizations get a minimal review. Once the evaluation process is determined, it proposes a fixed fee, maintaining low overhead and affordable pricing of valuation reports.

These competencies drive Zen Valuations to ignite numerous success stories. Recently, it supported a restaurateur looking to identify the pricing necessary for selling their restaurant. In this case, Zen Valuations educated the owner on their current business value to calculate the best price. This theoretical value was compared to the buyer benefits and translated to the best-suited price, essentially developing a valuation report for negotiating the desired pricing from the interested buyer.

Zen Valuations is the first online transactional platform in Montreal, remotely accessible across Canada (Quebec, Ontario, Manitoba, and more) and internationally through its website. Moving forward, Zen Valuations plans to increase its international presence by onboarding clients from the U.S. and beyond with innovative and internationally-compliant valuation services. As such, Zen Valuations is one of the rare firms to offer valuations in accordance with the International Valuation Standards Council, the independent global standard setter for the valuation profession operating in 137 countries worldwide.