Why The Valuation Group

Auditors, CPAs, CFOs, and controllers often need valuation support in matters where financial reporting, transaction accounting, impairment testing, equity compensation, fair value measurement, or tax-sensitive reporting depends on a supportable valuation conclusion.

Our role is to provide valuation work that fits the professional review environment: clear assumptions, traceable schedules, supportable methods, and conclusions that can be understood by the team already advising the client.

Support for Auditors and CPA Firms

We provide valuation reports and supporting analysis for matters involving private-company equity, business combinations, impairment testing, fair value measurement, intangible assets, contingent consideration, ownership interests, and related financial reporting issues.

Our role focuses on valuation analysis and the supporting work product needed by the professional team already advising the client.

Support for CFOs and Controllers

CFOs and controllers may need valuation support for audit review, board documentation, acquisitions, equity compensation, impairment analysis, financial statement reporting, investor reporting, and transaction-related matters.

The Valuation Group provides valuation analysis designed to help management document the assumptions, methods, financial evidence, and reasoning supporting the conclusion.

Valuation Support for Boards, Attorneys, and Advisors

Boards, attorneys, investors, and advisory teams may require valuation analysis in connection with transactions, ownership interests, disputes, compliance matters, financial reporting, tax-sensitive transfers, or strategic decisions.

We provide valuation reports, schedules, and financial analysis for professional users who need a clear and supportable valuation conclusion.

Financial Reporting and Compliance Matters

Our work may support 409A valuations, ASC 718 stock compensation valuations, ASC 805 purchase price allocations, ASC 350 goodwill and intangible asset impairment, ASC 360 long-lived asset impairment, ASC 820 fair value measurement, contingent consideration, earn-outs, and other valuation-driven reporting matters.

Related Valuation Issues

409A Valuations Private-company common stock

valuations may be required for equity compensation, option pricing, board approvals, and related corporate purposes.

ASC 805 Purchase Price Allocations

Acquisitions may require valuation support for identifiable intangible assets, assumed liabilities, contingent consideration, and goodwill.

ASC 350 Goodwill & Intangible Asset Impairment

Goodwill and intangible asset impairment matters may require reporting unit valuation, triggering event analysis, and fair value support.

ASC 820 Fair Value Measurement Support

Fair value measurement may be required for business interests, intangible assets, equity interests, contingent obligations, and other assets or liabilities.

Built for Professional Review

Our valuation reports focus on the financial evidence, methods, assumptions, schedules, and reasoning supporting the conclusion. When auditors, CPAs, CFOs, controllers, boards, attorneys, or advisory teams need valuation support, The Valuation Group provides the analysis and documentation required for the matter.

LET'S TALK

Looking for Clear, Defensible Financial Analysis?

Connect with our professionals to discuss your valuation, forensic, or advisory needs and determine the right solution for your engagement.

LET'S TALK

Looking for Clear, Defensible Financial Analysis?

Connect with our professionals to discuss your valuation, forensic, or advisory needs and determine the right solution for your engagement.