Services

big firm capabilities, boutique experience

Evans & Evans provides timely, cost-effective services so our clients can execute and complete these activities successfully. We can customize and integrate our independent services to meet specific requirements on any given transaction.

Valuation Services

Our valuation-related services help clients globally make informed decisions, manage risk and plan more effectively. These services include the following:

Valuation Reports: Combining in-depth analytics, a robust understanding of each client’s business model and industry, and decades of experience, our valuation reports deliver critical insights and information to guide the decision-making process.
Fairness Opinions: We provide our clients with accurate fairness opinions prepared in full compliance with standards set by the Canadian Institute of Chartered Business Valuators and the American Society of Appraisers.
Fair Value for Financial Statements: Stricter financial viability tests are vitally important today. Our accounting valuation practice supports our clients’ accurate financial reporting, including purchase price allocation and determination of the fair value of intangible assets.
Goodwill Impairment Testing: The Evans & Evans team has experience with the newest standards and can support impairment testing needs as they arise to save our clients time and money while reducing corporate risk.
Litigation Support: Disputes will arise – it’s only a question of when. The Evans & Evans team provides expert dispute litigation support for each client’s unique situation and position.
Complex Securities Valuation: As companies design and implement more sophisticated and complicated financial instruments the need to effectively value these securities has increased. Evans & Evans has the expertise and experience to assist in these matters.

Mergers & Acquisitions

Mergers and acquisitions (M&A) can be very positive for both sides of the transaction, and often provide a lower-risk, lower-cost means of growth for buyers. At Evans & Evans, we work with clients around the world to deliver vital M&A-related services for buy-side and sell-side mergers and acquisitions.

We’ve built a reputation for helping both sides achieve satisfying outcomes. We can also take on multiple roles, including an independent advisor to deliver valuation, due diligence and corporate financing services, as well as advocates for one side closely involved in the transactional process.

Whether acting on behalf of the buyer or the seller, Evans & Evans helps companies at all stages in the sales or acquisition process. Among the services Evans & Evans can provide are:

Develop strategic objectives
Conduct risk analyses
Identify, screen and solicit possible targets
Determine value and conduct due diligence
Develop post-transactional strategies
Negotiate and structure the deal
Manage the closing

Capital formation

Few things are as central to business success as capital. Unfortunately, accessing capital consistently throughout a business’s lifespan can be complicated. We help organizations establish efficient channels to access both debt and equity capital and maximize growth opportunities.
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Our team has over 30 years of experience in successfully closing transactions regardless of market conditions or business lifecycle stage. Our team is supported in this by the strong relationships we’ve formed with premier global registrants including investment banking firms as well as funds and individual investors.

We offer a wide range of capital formation services and solutions, always working with registrants as required by securities laws, including:

Private placements of debt and/or equity
Initial public offerings or reverse mergers
The formation of SPACs, CPCs and Qualifying Transaction execution
Go-private transactions
Joint ventures
Leveraged and management buy-outs or corporate divestitures
Bank and government financing

business planning

The hallmark of a great company is the ability to fuse a bold vision of the future with a sound strategy and consistent implementation. We help clients striving to convey build detailed execution plans including financial models.

At Evans & Evans, our team assists managers, business owners and other decision-makers develop action-based strategies and comprehensive business plans that take enable meaningful, measurable growth and success.

If you have an existing business plan, we can review your plan and advise you on how to improve your document to better meet the needs of investors and lenders. If you don’t have a business plan, our services include the preparation of a comprehensive business plan and financial projections as well as the creation of supporting documents such as Decks, Teasers, Briefing Notes other marketing materials.

DUE DILLIGENCE

Due diligence is the most critical piece for completing any business transaction. Unfortunately, most due diligence is conducted too quickly or too narrowly, focusing on how a company has performed financially in the past. Evans & Evans widens the scope.

Our comprehensive approach provides you with a due diligence report that examines your situation from multiple perspectives ensuring that you make informed decisions before entering into any business relationship. We divide our analysis traditionally into four essential areas:

Technology, Services and Produces
Management and Personnel
Markets and Marketing Plans
Financials and Financial Plans

A detailed scope of work is defined to meet client requirements and may include:

A site visit.
Data Compilation – history, previous investigation and information available.
Review of current business, market and financial results and projections.
Product and/or service analysis, sampling and analysis.
Estimates of cost for Business Plan execution.
Revenue and earnings patterns.
Organization and compensation assessments.

SERVICES