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Corporate Builidng

Valuation Services

The preparation of financial statements in compliance with US GAAP often requires measurement of elements of the financial statements at fair value. Valuation services are also often needed for tax reporting purposes, or as advisory services in support of anticipated transactions.  We provide customized valuations of businesses, intangible assets, and financial instruments in accordance with standards prescribed by the AICPA, NACVA, USPAP, and US GAAP. 

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Valuation of Stock Options, Warrants and Other Equity Instruments

  • Black-scholes, Monte Carlo, Option Pricing Method, Probability Weighted Expected Return ("PWERM")

 

  • Market Vesting Options - derived terms using Monte Carlo simulations

Equity and Liability Components of Complex Instruments 

  • Financing transactions with conversion features, redemption rights, put and call features default provisions, and countless other features requiring bifurcation​

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  • Debt Valuation

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  • Stand-alone Put or Call options

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Financial Consultation

Business Valuations

We utilize time-tested techniques, updated market data, and years of experience to value enterprises.

  • Income, Market and Asset Approaches 

 

  • Custom Reporting and Advice Based on Owner Objectives

Purchase Price Allocations and Intangible Assets

The acquisition of a business often requires the valuation of the business' individual assets, including intangible assets such as goodwill

  • Detailed analysis of the transaction, industry and business​​

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  • Narrative reports demonstrate compliance with US GAAP and valuation standards, and supports audit procedures

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