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Explore our litigation support services & dispute resolution In Burlington, Oakville & Hamilton.

We provide clear, comprehensive reports for use in "kitchen table" negotiations, arbitration, mediation or trial.

We support family law lawyers and their clients by providing sound and clear representations of financial positions of all parties in situations of separation or divorce when business ownership is an asset of the family.

We provide loss quantification and litigation support services providing independent, objective and accurate reports that positions legal counsel with the necessary financial means of arguing their clients positions in legal proceedings.

Contact us for more information.

When is litigation needed?

Disputes are a natural obstacle in business. When things escalate to litigation for reasons such as shareholder disputes, trademark infringement, oppression claims, breach of contract, and business interruption.

Litigation may be necessary if mediation or arbitration have failed or are not feasible.

Get in touch today to learn more.

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Categories of Litigation Support

Commercial Litigation

SB Partners valuation experts support litigation and dispute resolution around legal, tax and financial matters.

  • Shareholder disputes
  • Minority shareholder dissent
  • Oppression claims
  • Business interruption
  • Intellectual property infringement
  • Breach of contract
  • Breach of fiduciary duty
  • Property expropriation

We offer expert support and reporting you can rely on. Contact us today for next steps.

Family Law Support

SB Partners offer objective, expert and professional valuation services in helping families move forward. Our services include:

  • Valuations of stock options and businesses for the division of net family property
  • Determining tax liabilities and selling costs for inclusion in the division of net family property
  • Income analyses for the purposes of determining support payments in accordance with Federal Guidelines

SB Partners is often jointly retained by both parties involved in separation or divorce in order to avoid “duelling experts”. This often paves the way for cost savings in an already costly life event.

Get in touch today to learn more.

Family Law - Collaborative Practice

Collaborative practice is a means of resolving legal marital disputes without judges, magistrates or court often using a team of professionals including (financial, mental health and legal professionals) to guide separating of divorcing couples to achieve balanced and lasting agreements.

When clients and lawyers have agreed not to go to court, but to reach a settlement they often choose to engage in collaborative practice resolution.

SB Partners is part of collaborative family law groups and works with clients and other professionals to help reach a settlement in a more cost-effective, respectful manner than expensive litigation. We often work with both lawyers and clients towards achieving the desired outcome that targets optimizing both party’s outcome, jointly.

Talk to our team about your needs.

 

Stay Focused and Organized with Litigation Support

When engaged in tort law and related legal proceedings, there are many questions to be answered. With SB Partners you can trust that our reporting will be clear, concise, and easy to understand.

Our CBV designation in recognized by the courts. When working on complex cases, we are able to distill information and make it easily understandable to facilitate legal counsel’s position and assist judges and the courts understand the financial aspects of the conflict giving rise to the legal matter.

We equip our clients’ legal counsel with the knowledge they require to effectively negotiate their way to a resolution or settlement.

Who We Work With

With the option of being jointly retained by parties in litigation to avoid “duelling experts” (Chartered Business Valuators), we work with:

  • Business owners
  • Lawyers
  • Mediators

FAQs

As part of compensation employees often receive stock options/restricted stock units or shares. In the event of divorce, these assets are required to be valued as part of the equalization to determine net family property.

In most Family Law cases, the litigation has started. Either the client knows, or their lawyer/court tells them, they have to get a valuations report to ensure their financial reporting is representative of fair value.

On the valuation side, a person needs to have a valuation to determine their assets and liabilities with expert support behind it.

Likewise, on the income side. Income reports are often required when a business is involved as it is not always clear from a person’s tax return what their income might be.

When it comes to commercial litigation where litigation has commenced or a lawsuit filed, our Chartered Business Valuators will be engaged to conduct a quantification process. This is required to either value a business or quantify the damages someone has suffered.

A CBV determines fair market value/fair value for the buyout of a shareholder.

Oppression remedy would be an example. Where it is revealed that a majority shareholder is acting in a manner that is unfair to minority shareholders, the minority shareholder can force the buyout of their shares through the courts.

Yes, “dispute advisory services” is a relevant and appropriate term to use in relation to litigation and support services. This term encompasses a broader range of services and can include various aspects of providing professional advice and support during legal disputes and litigation.

Collaborative practice and mediation services are related concepts, but they are not exactly the same thing. They both involve alternative dispute resolution methods, but they have distinct approaches and processes.

Collaborative practice refers to a method of resolving disputes in a non-adversarial manner. It is often used in family law, but it can also apply to other areas. In collaborative practice, each party is represented by their own attorney, and all parties, along with their attorneys, agree to work together to find mutually acceptable solutions.

While mediation is another form of alternative dispute resolution where a neutral third party, the mediator, facilitates discussions between the disputing parties. The mediator’s role is to help the parties communicate effectively, understand each other’s perspectives, and reach a voluntary agreement.

Here are other benefits of litigation support:

1. Expert Testimony: Litigation support professionals can provide expert testimony in court. Their expertise can help explain complex financial matters to judges.

2. Strategic Guidance: Litigation support professionals offer strategic insights to attorneys, helping them build a stronger case. They can identify key financial points to focus on, assess the strengths and weaknesses of financial arguments, and contribute to case strategy development.

3. Valuation Services: For cases involving business disputes, divorce, or estate matters, litigation support professionals can conduct thorough valuations of assets, businesses, or properties to determine fair values.

4. Credibility and Neutrality: Their objective and unbiased perspective adds credibility to the financial analysis, making the presented information more persuasive to opposing parties, judges, and juries.

5. Alternative Dispute Resolution: In addition to court proceedings, litigation support can be crucial in mediation or arbitration settings, assisting parties in reaching mutually agreeable resolutions.

A financial disclosure is a comprehensive document that provides a detailed overview of an individual’s or entity’s financial situation. The contents of a financial disclosure can vary based on the specific context and legal requirements, but here are the key components that should generally be included:

• Personal Information
• Income
• Assets
• Liabilities
• Bank and Investment Accounts
• Spousal and Child Support
• Other Financial Obligations
• Disclosure Affidavit

Typically, a financial disclosure is required in legal proceedings, such as divorce cases, business disputes, or court matters, to ensure transparency and accuracy in financial matters.

Areas Served

Our team of chartered professional accountants (CPAs) work with clients across Southern Ontario, including:

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