Independent Valuation Services
Independent, supportable valuations for financial reporting, tax, and other compliance requirements. We work with private companies, accounting firms, attorneys, and advisors to provide rigorous, well-documented analysis.
Financial Reporting Valuations
Valuation analysis supporting financial reporting requirements and audit review.
Our work includes:
Purchase price allocations — ASC 805
Goodwill and intangible asset impairment — ASC 350 / ASC 360
Fair value measurements — ASC 820
Stock-based compensation valuations — ASC 718
Preferred stock and complex securities
SAFEs, warrants, and convertible instruments
Intellectual property and intangible assets
Business enterprise and equity valuations
Our analyses are developed with the underlying accounting requirements and third-party review process in mind, with clear support for methodologies, assumptions, and conclusions.
Tax & Other Valuations
Fair market value and other valuation analyses supporting tax reporting, ownership transfers, corporate restructurings, and other regulatory or compliance needs.
Our work includes:
Gift and estate tax valuations
Closely held business and ownership-interest valuations
IRC §409A valuations
Tax purchase price allocations — IRC §1060 / Form 8594
LLC-to-C-corporation and pre-financing valuations
Intellectual property and intangible asset valuations
Preferred stock, SAFE, and other private-security valuations
Other tax-driven enterprise, equity, and asset valuations
We work alongside clients’ tax and legal advisors, focusing on the independent valuation analysis and documentation underlying the applicable filing, transaction, or corporate event.
Expertise
Experienced Valuation Professionals
Our team brings decades of experience performing private-company valuations, purchase price allocations, complex equity analyses, and other financial reporting and tax-related engagements. Our team has worked with pre-seed through IPO-stage clients across a variety of industries, helping them to identify and meet valuation needs, and support during audit and other review processes.
Our work combines experienced valuation judgment, CFA-level expertise, and a disciplined review process designed to produce clear, well-supported conclusions.
Team
Leadership
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Approach
A Focused Approach
Every engagement is resourced with a senior team lead that works directly with the client to collect relevant information regarding the valuation.
From there, our team of valuation experts builds the valuation analysis using the appropriate valuation methodologies, market data and financial infomation. The valuation then goes through several layers of review before the final report is delivered. The completed report includes all the specific requirements and language needed to communicate the conclusions to auditors and other reviewers.
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