Business Valuation Firm West Kelowna

Independent Business Valuation and Financial Advisory Services Serving West Kelowna's Legal, Corporate, and Private Business Community

Whether you’re navigating a divorce settlement, structuring a shareholder buyout, or positioning your business for sale, the foundation of every successful outcome begins with knowing exactly what your company is worth. As a dedicated business valuation firm in West Kelowna, I deliver independent, methodical valuation services to family law attorneys, accounting firms, and business owners across the Okanagan region.

Drawing on years of experience as a senior financial executive, I bring a practical understanding of how businesses operate, what drives their value, and how to assess risk in West Kelowna’s unique market environment—whether you’re running a lakeside hospitality venture, a thriving construction operation, or a professional services practice. Every valuation is built on thorough financial analysis, industry research, and local market awareness, resulting in reports that are both technically sound and strategically useful.

When you need company valuation services in West Kelowna, you receive more than numbers on a page. You gain a clear, defensible assessment backed by professional rigor, delivered with the confidentiality and attention to detail that complex financial matters demand.

Trusted Valuation Support for Lawyers, Accountants, and Business Owners Across West Kelowna

Family law professionals and their clients throughout West Kelowna rely on my business valuation and appraisal services to bring clarity and credibility to high-stakes financial decisions. Every engagement is conducted according to the professional standards established by the Canadian Institute of Chartered Business Valuators (CICBV), ensuring that the work meets the rigorous requirements of legal proceedings, tax compliance, and corporate transactions.

My role as a business valuation advisor in West Kelowna extends across multiple contexts: providing objective expert opinions for divorce cases, supporting mediation teams with reliable financial analysis, acting as a shadow expert to review opposing valuations, and helping business owners understand their options during ownership transitions. The scope of work includes detailed income analysis, comprehensive asset evaluations, and the financial disclosure support that attorneys and accountants depend on.

I’ve worked with a wide cross-section of West Kelowna’s business community—from family-owned wineries planning generational transfers to growing construction firms resolving partner disputes, and from boutique professional practices to hospitality businesses preparing for acquisition. This hands-on familiarity with local industries strengthens every valuation, grounding technical analysis in real-world market conditions.

Ready to discuss your valuation needs? Schedule a free consultation to explore how a thorough, professionally prepared business valuation in West Kelowna can support your objectives.