Whether our client’s valuation advisory need is part of the strategy or diligence phase for a contemplated transaction or restructuring event or to properly record equity compensation or an asset or liability in the financial statements, we take the time to understand the specific facts and circumstances of our client’s situation and provide our clients with an independent and unbiased valuation deliverable that balances the needs of our clients in terms of responsiveness and cost containment with the regulatory requirements and expected level of scrutiny for quality and completeness.
what can we help you with?
Pre-Deal Valuation Due Diligence
Business enterprise valuation, scenario analysis, synergy & deal structure impact, pre-deal purchase price allocation, accretion / dilution earnings impact and solvency and fairness opinions.
Financial Reporting Compliance
Purchase price allocation (ASC 805), impairment testing (ASC 350 & 360), equity compensation (ASC 718 and IRC 409a), contingent asset / liability valuation (ASC 820).
Corporate Tax Planning / Strategy and Reporting Compliance
Purchase price allocation (IRC 1060), intellectual property (IP) transfer, reorganization, debt push down, non-compete, worthless stock.
Reorganization value and fresh start accounting (SOP 90-7).
Intellectual Property / Intangible Assets
Fair Value Measurement
Private equity investments and portfolio valuation.
Review of management-prepared valuation / pre-financial statement audit.
Succession planning and trust / estate tax planning.