Morgan is a Principal at ap Valuations Limited, and is a Chartered Business Valuator and CFA charterholder with over 10 years of financial and business valuation experience.
Morgan focuses on delivering sound and practical advice and analysis in support of a wide range of financial engagements including litigation, estate planning, transactions and income tax matters. As a CBV, Morgan has provided business owners and lawyers with formal valuation reports in the context of family law matters, estate freezes, tax reorganizations, shareholder disputes, shareholder buyouts, and other transactions.
In addition to providing business and securities valuation services, Morgan offers financial consulting and litigation support including income calculations for family law purposes, forensic analysis and dispute resolution.
Morgan has participated in mediations for family law matters, co-authored presentations, and has led a business valuation seminar for entrepreneurs seeking to raise capital.
Prior to joining ap Valuations Limited, Morgan held a senior position at one of the big five Canadian banks where he provided budgeting, forecasting and financial reporting services in support of the project management office.