Today’s guest is my good friend and past client, Adam Johnson, CPA, CA, CBV, CFA—who, at the time, was my youngest client and didn’t have as many letters behind his name. Adam’s not your average CPA. He’s also a Chartered Business Valuator CBV and Chartered Financial Analyst CFA, making him one of less than 100 people in Canada with all three designations. He even ranked #1 in the country on his CBV exam. But what really sets him apart is his hands-on experience with one of Canada’s biggest investment banks, where he analyzed stocks and worked directly with equity traders which prepared him nicely for a long-time career in business valuations.

Now, Adam’s expanded his investing to the U.S. after Ontario deals no longer made sense, and he’s the founder of Synthesis Valuations, providing top-tier valuation reports for everything from mergers to shareholder disputes.

Note we recorded this episode before the most recent hurricanes Helen and Milton devastated Florida the deadliest since Katrina in 2005, each with a combined $100 billion is losses, $50 billion each. For context, that major storm Toronto had in the summer caused $1 billion in damage, these hurricanes were 100 times worse. My thoughts and well wishes are with Florida. Link to source: https://www.cbsnews.com/news/helene-milton-losses-50-billion-each-hurricanes-rare/

For your business valuation needs, Adam’s company website: https://synthesisvaluations.com/

What’s someone with so much stock and business valuation skill and experience doing overweighted as a real estate investor? Let’s ask him!