In-Depth Valuation Services for Financial Reporting
Today’s regulatory environment demands precise, defensible valuations aligned with evolving accounting standards. Our services help you complete your financial statements in accordance with financial reporting guidelines, enabling transparency for stakeholders, reducing audit risk, and supporting strategic decisions. For finance leaders, valuation is not just a compliance exercise—it’s a critical tool for building trust and resilience in a rapidly changing market.
What financial reporting valuations do you provide?
Our valuations are a critical part of financial reporting for public companies, private companies, banks, investment funds, and many other businesses. Whether you need a purchase price allocation (PPA), portfolio valuation of illiquid assets, or impairment analysis, we can assist. Key services include:
- Business Combinations – ASC 805/IFRS 3
- Impairment – ASC 350 and 360/IAS 36
- Equity-Based Compensation – ASC 718/IFRS 2
- Complex Securities & Derivatives – ASC 815/IFRS 9
- Investment Fund Level 3 Assets – ASC 820/IFRS 13
- Incremental Borrowing Rate – ASC 842/IFRS 16
Tailored Valuation Services for Tax Planning & Reporting
Valuation plays a pivotal role in effective tax strategy and compliance. Accurate valuations aligned with IRS regulations help reduce risk, enhance tax outcomes, and prioritize defensible reporting.
How does valuation support tax strategy?
Business valuation is crucial for a wide range of professionals. Estate and tax attorneys rely on it to execute effective tax planning for their clients. For tax leaders and financial executives, accurate reporting is essential to navigate complex transactions, avoid costly penalties, and align tax positions across global subsidiaries. With scrutiny increasing, valuation is more than just a technical requirement—it’s a strategic asset. Services include valuations for:
- Estate, Gift, & Income Tax
- Corporate Reorganizations
- C Corporation to S Corporation Conversions
- Qualified Small Business Stock (QSBS) Exemption Compliance
- Cancellation of Debt – Section 108
- Golden Parachute Payments – Section 280g
- Equity-Based Compensation – Section 409A
Strategic Valuation Services for Transactions & Planning
Whether navigating mergers and acquisitions, structuring internal transactions, or preparing for leadership succession, accurate and objective valuations prioritize clarity, fairness, and alignment among stakeholders.
What strategic decisions require a valuation?
We understand the need for defensible valuations to support negotiation, compliance, and strategic growth. We assist with:
- Mergers, Acquisitions, & Divestitures
- Structuring & Analysis
- Buy-Sell Agreements
- Succession Planning
- Internal Transactions
- Employee Stock Ownership Plans
Valuation-Driven Financial Modeling Services
As your business looks to validate assumptions, project future performance, or evaluate investment returns, our models provide the analytical foundation for strategic choices. Robust financial modeling helps transform uncertainty into insight, enabling your organization to simulate scenarios, assess risk, and align financial outcomes with business goals. We support businesses with:
- Return on Investment
- Pro Forma & Projected Financial Modeling
- Buy/Build Analyses
Dispute Consulting & Expert Testimony Backed by Objective Valuation
Objective valuation provides the financial clarity needed to support legal arguments and expert testimony.
In what types of disputes can you provide expert testimony for?
In cases involving bankruptcy, distressed borrowers, shareholder disputes, or regulatory scrutiny, our services help quantify impact, validate claims, and guide informed outcomes. The expert testimonies our team can provide include:
- Economic Damages
- Post-Acquisition Disputes
- Divorce/Marital Dissolution
- Ownership Disputes
- Estate/Trust Disputes
- Bankruptcy & Distressed Borrowers
- Regulatory Investigations
- Dissenting Shareholder Actions
