Crypto Asset Valuations & Tax Structuring

Accurate and defensible valuations are essential for token distributions, corporate reorganizations, and cross-border planning. For founders, DAOs, and protocols, the value assigned to your tokens or equity instruments can determine the tax impact of your distribution, the structure of your entity, and even the success of your immigration or exit planning.

Our Approach

We work closely with Chartered Business Valuators (CBVs) who specialize in digital-asset and protocol valuations to ensure every valuation meets both regulatory standards and tax optimization goals. Our integrated process bridges the legal, tax, and accounting sides of valuation — providing a defensible foundation for compliance, audit readiness, and long-term planning.

Our Expertise

• Crypto-native valuation coverage – Obtaining valuations for protocol tokens, restricted token units (RTUs), 409A corporate share valuations, Simple Agreements for Future Tokens (SAFTs), and Simple Agreements for Future Equity (SAFEs).

• Discount methodology and regulatory alignment – Securing valuation discounts that reflect liquidity, volatility, vesting restrictions, and other factors recognized under Canadian and international tax standards.

• Tax-driven structuring and reporting – Integrating valuation results into token distribution planning, corporate reorganizations, trust structures, and immigration/emigration tax filings.

• Cross-disciplinary collaboration – Coordinating with accountants, auditors, and CBVs to produce consistent reporting that stands up to CRA and global regulatory review.

Why It Matters

An accurate crypto valuation isn’t just an accounting exercise — it’s a tax strategy, compliance safeguard, and risk management tool. Our team ensures that your valuation positions are defensible, properly documented, and aligned with both tax authority expectations and investor transparency.