Valuation & Fair Value Services
We provide valuation and fair value services for financial reporting, tax compliance, transactions, and equity compensation, with a focus on accuracy, defensibility, and integration with broader accounting and audit requirements.
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Our work is most often engaged when valuation conclusions must withstand scrutiny—from auditors, tax authorities, regulators, or transaction counterparties.
Valuation is rarely an isolated exercise.
It intersects with financial reporting, tax accounting, disclosures, and audit review—and we approach it accordingly.
When Valuation Matters Most
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Clients typically engage us when valuation issues arise in connection with:
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Business combinations and reorganizations
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Debt or equity financing transactions
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Equity-based compensation arrangements
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Regulatory or investor scrutiny
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In these situations, valuation is not just about arriving at a number—it is about supporting conclusions with appropriate methodology, assumptions, and documentation.
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Our Valuation Approach
We apply valuation methodologies consistent with U.S. GAAP, IRS guidance, and professional standards, with an emphasis on:
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Market participant assumptions
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Supportable inputs and data sources
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Clear documentation and workpapers
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Alignment with related accounting conclusions
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Because of our background in audit, tax, and technical accounting, we understand how valuation work is reviewed—and how it can create downstream issues if not done properly.
Valuation & Fair Value Services We Provide
Business & Enterprise Valuation
Valuations of operating companies for financial reporting, tax, transaction, and planning purposes, including:
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Fair value measurements
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Going-concern and entity-level valuations
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Minority and controlling interests
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Complex capital structures
Financial Instruments & Complex Securities
Valuation of debt and equity instruments requiring specialized analysis, including:
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Convertible debt and equity
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Embedded features and derivatives
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Preferred equity structures
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Warrants and options
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These valuations are often performed in connection with audits, financings, or restructuring events.
Equity-Based Compensation & 409A Valuations
Valuation services related to equity compensation arrangements, including:
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Common stock valuations (IRC 409A)
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Option and equity award valuation
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Complex capitalization and waterfall modeling
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Integration with financial reporting and tax considerations
Tax-Related Valuations
Valuations performed in connection with tax reporting and compliance, including:
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Estate and gift tax valuations
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Transaction-related tax planning
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Deferred tax and tax provision support
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Coordination with income tax accounting
Valuation That Holds Up Under Review
Our valuation work is frequently reviewed by:
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External auditors
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Tax authorities
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Transaction counterparties
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Legal and regulatory advisors
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We focus on:
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Clear methodology selection
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Reasonable and supportable assumptions
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Transparent documentation
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Consistency with related accounting conclusions
The objective is not to push outcomes, but to arrive at conclusions that are technically sound and defensible.
How Valuation Fits Into the Bigger Picture
Because valuation often drives:
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Financial statement line items
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Footnotes and disclosures
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Tax provisions and deferred tax balances
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we routinely coordinate valuation work with:
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Technical accounting analyses
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Financial reporting requirements
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Audit support efforts
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This integrated approach reduces rework, inconsistencies, and audit friction.
Who This Is a Good Fit For
Our valuation services are well suited for:
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Growing businesses with increasing reporting complexity
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Companies preparing for or undergoing audits or reviews
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Management teams lacking internal valuation expertise
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Audit firms seeking reliable, technically sound valuation support
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Advisors requiring independent valuation input
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We are not a high-volume valuation provider.
We are engaged when valuation matters.
Let’s Discuss Your Valuation Needs
If valuation issues are affecting your financial reporting, audit, or tax compliance, an initial discussion can quickly determine whether we can help.