Complex Valuation & Advisory

Complex Valuation & Advisory

We provide the values and financial information on which your business can rely.


Complex Valuation Advisory

Our valuation team has deep expertise in the types of business interests and the situations that call for valuation assistance. We provide insight, supportable data, and valuation analysis that clarify intricate scenarios involving significant transactions and reporting requirements.

 

Critical organizational decisions call for reliable information about your organization's assets.

Our full range of solutions helps enhance your strategy by illustrating the values you need to make an informed choice.

Business Valuation:

Receive comprehensive business valuation solutions to assist in decision-making from transactions to estate, gifting and other strategic planning.

Fair Market Value:

Enlist our team to deliver the analysis you need to support ASC 820 accounting requirements and other questions on the worth of your assets.

Fairness Opinions:

Our judgments provide insight into the procedural, economic, and financial elements of your transaction for your boards, shareholders, fiduciaries and other key stakeholders.

Intangible Assets:

Access analysis for hard-to-value intangible assets to assist with accounting requirements and business planning.

Intellectual Property:

Tap into our experience with patents, trademarks, and other types of IP to assist with financial reporting requirements, transaction planning, and other key decisions.

M&A Analysis, Modeling & Pricing Analysis:

Whether your business is on the buy-side or sell-side, you’ll have access to the expertise you need for M&A decisions.

Purchase Price Allocations:

Prepare fair values, from a market participant perspective as required by ASC 805, for all intangible and tangible assets and liabilities associated with the transaction.

Solvency Opinions:

Receive an independent assessment of a borrower's ability to service its debt to help interested parties understand the impact of incremental debt. Our services render reliable, independent opinions for your management teams, boards, creditors, equity sponsors and other financial advisors.

On March 27, 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) No. 2023-01, Leases (Topic 842), Common Control Arrangements, (the Update) that introduces changes to lease accounting under common control arrangements. 

Let's explore practical strategies for improving business forecasting for 2023 and beyond.

Any M&A activity must be accounted for as the new year approaches. We touch on new regulations and highlight key tips to ensure you pass any legal hurdles.

Todd Mitchell

Managing Director

 
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