Company Evaluation

Company Evaluation Template for Canada

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Key Requirements PROMPT example:

"I need a Company Evaluation agreement for a mid-sized tech startup in Ontario, with special focus on intellectual property valuation and inclusion of international assets, to be completed by March 2025."

Document background

The Company Evaluation agreement is essential for businesses requiring professional valuation services in Canada, whether for sale transactions, merger considerations, shareholder disputes, tax purposes, or strategic planning. This document is typically used when a company needs an objective, third-party assessment of its value, ensuring compliance with Canadian federal and provincial regulations, including securities laws and professional standards. It becomes particularly relevant during major corporate events such as mergers, acquisitions, succession planning, or when seeking investment. The agreement addresses critical aspects such as valuation methodology, information requirements, confidentiality provisions, and professional obligations while adhering to Canadian Institute of Chartered Business Valuators standards and relevant legislative requirements.

Suggested Sections

1. Parties: Identification of the evaluator and the company being evaluated

2. Background: Context of the evaluation request and brief company overview

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of the evaluation services to be provided

5. Evaluation Methodology: Overview of the valuation approaches and methods to be used

6. Information Requirements: Details of the information and documentation the company must provide

7. Confidentiality: Provisions regarding the handling of confidential information

8. Deliverables: Description of the evaluation report and any interim deliverables

9. Timeline: Schedule for the evaluation process and delivery of results

10. Fees and Payment Terms: Compensation structure and payment schedule

11. Limitations and Assumptions: Key assumptions and limitations of the evaluation

12. Representations and Warranties: Statements of fact and promises by both parties

13. Term and Termination: Duration of the agreement and termination provisions

14. General Provisions: Standard legal clauses including governing law, notices, and amendments

Optional Sections

1. Site Visits: Include when physical inspection of company assets is required

2. Third-Party Experts: Include when additional specialist expertise may be needed

3. International Considerations: Include when the company has international operations or assets

4. Regulatory Compliance: Include when specific regulatory requirements apply to the evaluation

5. Dispute Resolution: Include when specific dispute resolution mechanisms are desired

6. Insurance Requirements: Include when specific insurance coverage is required for the evaluation

7. Conflict of Interest: Include when there are potential conflicts that need to be addressed

Suggested Schedules

1. Schedule A - Fee Structure: Detailed breakdown of fees, expenses, and payment terms

2. Schedule B - Required Information List: Comprehensive list of documents and information required for the evaluation

3. Schedule C - Timeline and Milestones: Detailed project timeline with key milestones and deadlines

4. Schedule D - Evaluation Methodology: Detailed description of valuation methods and approaches to be used

5. Schedule E - Team Members and Qualifications: List of key team members and their qualifications

6. Appendix 1 - Confidentiality Agreement: Detailed confidentiality terms and conditions

7. Appendix 2 - Engagement Letter: Initial engagement letter outlining the basic terms of the evaluation

8. Appendix 3 - Standard Assumptions: List of standard assumptions used in the evaluation process

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Manufacturing

Technology

Real Estate

Retail

Healthcare

Professional Services

Energy

Mining

Agriculture

Transportation

Construction

Telecommunications

Education

Hospitality

Relevant Teams

Finance

Legal

Corporate Development

Mergers & Acquisitions

Tax

Treasury

Risk Management

Strategy

Executive Leadership

Corporate Governance

Accounting

Compliance

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Corporate Development Director

Mergers & Acquisitions Manager

Business Valuator

Financial Analyst

Corporate Lawyer

Investment Banker

Tax Director

Risk Manager

Strategy Director

Board Member

Company Secretary

Finance Manager

Treasury Manager

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