Lucas
Terpkosh

CPA, CA, CBV

Founder/Principal

Lucas is a Chartered Business Valuator and a Chartered Professional Accountant (having qualified as a Chartered Accountant). He has over 15 years of professional experience providing financial advisory services to public and private companies in a diverse range of industries.

Biography

Lucas has prepared business valuations for litigation matters such as matrimonial disputes, shareholder disputes, expropriations and wills variation claims, as well as for non-litigation matters such as corporate reorganizations and other estate planning initiatives. He has also prepared expert reports regarding the income available to a spouse for child and spousal support purposes (typically referred to as guideline income reports).

2023 CBV Ambassador of the Year — The Ambassador of the Year Award pays tribute to an exceptional volunteer for distinguished service in advancing the Canadian Institute of Chartered Business Valuator’s programs, services and goals.

Speaking / publications

Speaker and co-author, “Introduction to Business Valuations for Lawyers,” The Continuing Legal Education Society of British Columbia, 2024
Speaker and co-author, “Section 19 and Distributive Taxes,” The Canadian Bar Association, 2023
Speaker and co-author, “Minority Report: Nuanced Issues Relating to Minority Discounts,” The Continuing Legal Education Society of British Columbia, 2022
Speaker and co-author, “Lawyers’ Use of Financial Statements,” The Continuing Legal Education Society of British Columbia, annually from 2017 – 2023
Speaker and co-author, “Discretionary Trusts,” The Canadian Bar Association
Co-author, “Financial Issues in Family Law,” The Continuing Legal Education Society of British Columbia, 2023
Co-author, “Distributive Taxes,” The Continuing Legal Education Society of British Columbia, 2022