Strategic Planning: Valuation FAQs (Canada 2026) | Eric Jordan, CPPA
Court-Accepted, Case-Law-Backed Business Valuations for Strategic Planning
Strategic Planning and Capital Allocation
1What parts of my business create the most value
The Intent:
You want to know where value is actually being created so you can stop guessing and start allocating time, capital, and attention intelligently.
How I solve it:
I use the 25 Factors Affecting Business Valuation as a diagnostic map, not a pricing tool. I compare performance across Factor #4: Return on Investment, Factor #6: Utility, Sustainability, and Scalability, Factor #13: Management Capability & Workforce, Factor #14: Client Base, and Factor #24: Risk.
The 5 Senses Inspection Report reveals where value is embedded in real operations versus where it exists only in reports or assumptions.
Experience:
Experience teaches that the most valuable parts of a business are often invisible on financial statements. After 10–15 years of owning, operating, and valuing businesses, patterns emerge showing where value quietly compounds and where it leaks away.
This insight cannot be reverse-engineered from spreadsheets. See my “Experience” link.
The Result:
You gain clarity on which parts of the business deserve investment and which are consuming resources without creating value.
2How do I know where to invest in my business
The Intent:
You want to invest in growth, but you do not want to waste money on initiatives that feel productive but do not increase enterprise value.
How I solve it:
I apply the 25 Factors to evaluate proposed investments against their impact on value drivers. Factor #6: Scalability, Factor #10: Processes and Documentation, Factor #11: Future Business Outlook, and Factor #25: Opportunity are critical in assessing whether an investment increases value or just activity.
The 5 Senses Inspection Report tests whether the organization can absorb and execute the investment effectively.
Experience:
After years of watching well-funded initiatives fail, experience shows that execution capacity matters more than vision. Knowing where investments stall requires having seen it happen repeatedly.
This judgment protects owners from expensive missteps. See my “Experience” link.
The Result:
You receive a value-based investment roadmap that aligns capital deployment with long-term enterprise growth.
3How do you measure business value drivers
The Intent:
You want a way to track whether strategic decisions are actually increasing value over time, not just revenue or workload.
How I solve it:
I use the 25 Factors Affecting Business Valuation as recurring scorecards, revisiting them periodically to assess progress. Factor #13: Management Capability, Factor #14: Client Base, Factor #6: Scalability, Factor #24: Risk, and Factor #25: Opportunity provide a balanced view of value creation.
The 5 Senses Inspection Report acts as a reality check, ensuring that improvements are embedded in behavior and systems, not just documented.
Experience:
Experience shows that value creation is uneven and nonlinear. After 10–15 years of longitudinal valuation work, it becomes clear which changes stick and which fade.
This perspective allows meaningful measurement instead of false comfort. See my “Experience” link.
The Result:
You gain a repeatable method to measure whether the business is becoming more valuable year over year.