Industry-Specific Valuation and Advisory Services Performed by Experts and Delivered with Excellence

Solutions that Withstand the Rigors of 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 assist clients on a multitude of valuation matters for strategic, tax, and financial reporting purposes, such as:

  • 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
  • Intellectual property/intangible assets
  • Leases/incremental borrowing rates
  • Consultative services
  • Personal goodwill
  • Fresh Start Accounting (ASC 852)
  • Dispute and litigation consulting
  • Golden parachute payments (IRC 280G)

Transaction Advisory

Our team provides clients with transaction support and analysis throughout the M&A lifecycle, including:

  • 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

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
Insights

Get in Touch

Our proven engagement management and delivery process is supported by an experienced senior-level team. We deliver on-time, high-quality advisory services and we would love to speak with you about your next project.