STRATEGIC BUSINESS VALUATION & ADVISORY SERVICES IN CANADA

Business Valuation • Dispute Support • Exit Planning • Corporate Reorganization

Trusted CPA Experts in Valuation, Dispute Support & Exit Planning.

At Pantax Accounting, our CPAs and CBVs deliver expert valuation and advisory services across Canada — helping business owners, investors, and professionals navigate key moments such as shareholder disputes, business sales, restructures, and succession planning.

Business Valuation & Expert Reports

We provide independent, defensible business valuation reports for a range of purposes, including shareholder buyouts, M&A transactions, estate freezes, tax reorganizations, and succession planning.


Our team of Chartered Business Valuators (CBVs) and CPAs combine technical analysis with industry insight to ensure every valuation is well-supported, compliant with Canadian Valuation Standards, and tailored to your business goals.


Whether you’re preparing for negotiations, financing, or legal proceedings, we deliver valuation reports that withstand professional and regulatory scrutiny.

Dispute & Litigation Support

Pantax’s forensic-trained CPAs and CBVs offer comprehensive litigation support for business owners, lawyers, and stakeholders involved in commercial disputes, marital settlements, or regulatory investigations.


We prepare expert witness testimony, damage quantification analyses, and loss of profit assessments grounded in objective financial evidence.


Our valuation professionals work closely with your legal team to ensure clarity, credibility, and confidence throughout the litigation process, giving you results that are both strategic and defensible.

Strategic Exit & Succession Planning

Exiting a business is one of the most important financial decisions an owner will make. Our CPAs help you design tax-efficient exit and succession plans that protect your wealth and maximize business value.


We assess your company’s valuation, optimize capital gains exemptions, and structure sales or transfers that align with your long-term goals.


From preparing for an M&A deal to transitioning ownership within the family, Pantax provides end-to-end guidance for business owners across Ontario and Canada.

Business Planning & Forecasting

A strong financial plan turns business goals into measurable outcomes. Pantax builds financial projections, cash flow forecasts, and performance models that help you make informed decisions with confidence.Our advisors develop realistic budgets, sensitivity analyses, and growth scenarios aligned with your industry trends and investor expectations.


Whether you’re launching a startup or managing an established company, we equip you with the data-driven insights needed to secure financing, attract investors, and plan for sustainable success.

Tailored Advisory Solutions

Every business is unique, that’s why Pantax offers custom-built advisory services for companies of all sizes, from local startups to cross-border corporations.


Our CPAs integrate tax strategy, valuation, and corporate advisory expertise to help you structure operations efficiently and make sound financial decisions.


With experience spanning Ontario, Canada, and international markets, we deliver strategic insight that supports your business through growth, transition, or restructuring.

WHY CLIENTS TRUST PANTAX

  • Description text Our team brings together Chartered Professional Accountants (CPAs) and Chartered Business Valuators (CBVs) with deep experience in corporate tax, business valuation, and financial advisory.
    We combine technical precision with strategic insight, ensuring every report, plan, and filing meets CRA and Canadian Valuation Standards.

  • From shareholder disputes to cross-border tax reorganizations, Pantax has helped clients across Ontario and beyond navigate sensitive and high-stakes situations with clarity and confidence.
    Our independent and defensible work has earned the trust of law firms, investors, and growing businesses across Canada.

  • Unlike traditional accounting firms, we connect valuation, tax strategy, and financial planning under one roof.
    This integrated approach helps our clients minimize taxes, optimize business structure, and make smarter, long-term financial decisions.

  • At Pantax, we believe every client deserves attention beyond year-end deadlines.
    Our advisors provide ongoing guidance, timely communication, and transparent reporting, helping you stay compliant, confident, and always one step ahead.