Valuation Support for Financial Reporting and Compliance
The Valuation Group provides valuation support for financial reporting, compliance, audit-related review, equity compensation, impairment testing, acquisitions, fair value measurement, and related advisory matters.
Our work supports CFOs, controllers, auditors, CPA firms, attorneys, boards, private companies, investors, and advisory teams that need documented valuation work product for reporting, review, or compliance-driven purposes.
Why The Valuation Group
Financial reporting valuation assignments require technical valuation judgment, clear documentation, and work product prepared for review by management, auditors, advisors, and other professionals involved in the reporting process.
Our work connects valuation methodology with the documentation needs of financial reporting users, including management, auditors, CPA firms, boards, and advisory teams. The focus is on supportable conclusions, clear schedules, and analysis that can be reviewed without turning the engagement into an accounting textbook.
Financial Reporting and Compliance Valuation Services
409A Valuations
We provide 409A valuation reports for privately held companies requiring supportable common stock valuation conclusions for equity compensation, stock option pricing, board documentation, and related corporate purposes.
ASC 718 Stock Compensation Valuations
We provide valuation support for stock-based compensation matters involving stock options, restricted stock, profits interests, phantom equity, stock appreciation rights, and other equity-linked compensation arrangements.
ASC 805 Purchase Price Allocations
We provide purchase price allocation support for acquisitions involving tangible assets, identifiable intangible assets, goodwill, customer relationships, trade names, developed technology, non-compete agreements, contingent consideration, and related transaction elements.
ASC 350 Goodwill & Intangible Asset Impairment
We provide valuation analysis for goodwill and intangible asset impairment matters involving reporting units, indefinite-lived intangible assets, triggering events, fair value conclusions, and related documentation.
ASC 360 Long-Lived Asset Impairment
We provide valuation support for long-lived asset impairment matters involving asset groups, recoverability analysis, fair value measurement, held-and-used assets, assets held for sale, and related reporting considerations.
ASC 820 Fair Value Measurement Support
We provide fair value measurement support involving business interests, intangible assets, contingent consideration, equity interests, complex ownership structures, and other assets or liabilities requiring valuation analysis.
Fraud & Financial Investigation Support
We value contingent consideration, earn-outs, performance-based payment obligations, milestone payments, and other transaction-related contingent rights or obligations.
Auditor, CPA & CFO Valuation Support
We provide valuation reports, supporting schedules, financial analysis, and documentation for professional teams involved in financial reporting, audit review, transaction support, and compliance-driven valuation matters.
Prepared for Reporting and Review
Our work is organized for professional review by CFOs, controllers, auditors, CPA firms, attorneys, boards, investors, and advisory teams. When financial reporting or compliance depends on value, The Valuation Group provides valuation analysis, supporting schedules, and documentation designed for the professionals reviewing 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.