Senior Advice When the Decision Really Matters.
Valuation-led advisory for owners, sponsors and family offices: purchase price allocation, impairment testing, fairness considerations, buy- and sell-side valuation support, and portfolio and NAV policy design. We advise on the number and the governance around it; we do not run transactions and we do not raise capital.
Senior bench. No conflicts. Aligned with you. Verum advises owners and management teams through the decisions that define the next chapter of the business.
Two connected service lines.
Transaction Valuation Support
Independent valuation and analysis for owners and sponsors at high-stakes inflection points.
- Purchase price allocation
- Impairment testing
- Fairness considerations
- Buy- and sell-side valuation support
- Due diligence support (buy-side and sell-side)
- Buy-sell agreement support
- Investment committee support and materials
- Portfolio and NAV policy design
- Cross-border valuation across Canada, the US and Costa Rica
Equity & Incentive Valuation
Valuation of equity and incentive awards for financial reporting and tax purposes, documented to hold up.
- Valuation of equity and incentive awards
- Vesting, cliff and acceleration modeling
- Supporting documentation for the valuation conclusion
Where an engagement calls for both advice and an opinion, we scope them separately — independence is the product, and we do not spend it. Verum does not execute transactions, negotiate, or advise on negotiation strategy. Where a client needs that work, they engage advisers of their own choosing.
Verum is an independent valuation firm. We take no contingent fee on any valuation opinion, and we do not provide transaction, brokerage or capital markets services.
Advisory without the conflicts.
No Products to Sell
We don't manage money, place insurance, or sell financial products. That means our advice is never shaped by what earns us a commission. When we reach a conclusion on value, it's because the evidence supports it — not because it generates revenue for us.
Valuation Expertise Built In
Most advisory firms subcontract the valuation work. At Verum the same team that advises you builds the valuation model, so the advice and the defensible number rest on the same assumptions — no translation layer, no conflicting inputs, no surprise gaps when the number is tested.
Flexible Engagement Models
Some clients need a three-month sprint ahead of a transaction. Others need ongoing valuation support on retainer for a year. We scope every engagement to the actual need — project-based, retainer, or hybrid — and adjust as the situation evolves.
Built for owners and operators at inflection points.
Founders
Preparing for a sale, recapitalization, or succession — and needing a senior partner who can stand behind the number at the table.
PE-Backed Companies
Navigating add-on acquisitions, portfolio optimization, or exit readiness — with a partner who owns the valuation from first read to final opinion.
Family Enterprises
Managing succession, restructuring, or a generational transition — with independent advice that puts the family's long-term interests ahead of any single transaction.
Cross-Border Families
Families with assets, entities or operations across multiple jurisdictions who need consistent, independent valuation across all of them — one methodology instead of three.
Scoped to the decision in front of you.
- 01
Situation assessment
We align on objectives, constraints, and the decision you're working toward.
- 02
Workstream definition
We define workstreams, timeline, and the team you'll work with.
- 03
Execution
Regular check-ins, transparent updates, and senior-level engagement throughout.
- 04
Deliverable or close
A clean handover or implemented framework.
What advisory clients typically receive.
Buy- and Sell-Side Valuation Support
Depending on scope: valuation analysis, financial model, due diligence summary, or valuation opinion. Every deliverable is board-ready and designed for the specific audience — counterparties, boards, or regulators. Verum does not execute transactions, negotiate, or advise on negotiation strategy. Where a client needs that work, they engage advisers of their own choosing.
Equity & Incentive Valuation Engagements
Equity and incentive valuation report, vesting, cliff and acceleration modeling, and supporting documentation for the valuation conclusion. Updated annually or upon triggering events.
Bring us the decision you're working on.
We'll tell you straight what we'd do — and whether Verum is the right partner for it.
Ready to talk? Let's start with a conversation.
We respond to every inquiry within one business day.