Solutions that withstand professional scrutiny
Our team has significant experience assisting clients with a multitude of valuation and advisory matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry, regulatory, and economic trends.
Valuation
Services
We bring our firm’s extensive valuation capabilities to assist clients in valuing businesses, legal entities and segments, tangible assets, intangible assets, debt and equity investments, and other financial instruments for a variety of strategic, tax, and financial reporting purposes.
We assist clients on a multitude of valuation matters, including but not limited to:
- Purchase price allocations (ASC 805 and IRC 1060)
- Business, asset, and legal entity valuations
- Asset and goodwill impairment analyses (ASC 350 and ASC 360)
- Stock-based compensation (ASC 718 and IRC 409A)
- Portfolio and security mark-to-market valuations (ASC 820)
- Gift and estate planning tax valuation opinions
- Discount and premium studies
- Personal goodwill (IRC 197)
Transaction
Advisory
Our team assists clients with transaction advisory services to support management teams throughout the M&A lifecycle, from pre-deal diligence and planning through post-deal support. Our team members have advised clients on complex transactions and restructurings, involving mergers and acquisitions, bankruptcies, and divestitures.
Our team provides clients with transaction support and analysis, such as:
- Acquisition target assessment and diligence
- Transaction and peer company benchmarking
- Acquisition, joint venture, and divestiture financial modeling
- Earnings per share (EPS) accretion/dilution analysis
- Purchase price allocation benchmarking
- Goodwill and intangible asset reallocations on divestitures
Business
Advisory
Our team serves clients as a trusted advisor, helping clients navigate the many challenges business and industry cycles can present. We work with our clients to analyze performance, evaluate strategic opportunities, and position their companies and investments for long-term growth.
We bring the skillset and knowledge to support clients in making sound business and financial decisions. Our team assists clients in areas such as:
- Financial statement analysis and 3-statement modeling
- Peer company benchmarking
- 13-week cash-flow advisory and modeling
- Industry research and trend analyses
- Scenario planning
- Portfolio optimization and modeling
Latest experience
Bringing technical and industry experience to deliver value to our clients
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Firm insights
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Things to Consider
Private Equity & Non-liquid Investment Valuations
Things to Consider
Purchase Price Allocations
Things to Consider