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Valuation & Transaction Advisory

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A trusted partner in developing a strategy to maximize value and minimize loss

Transactions can include a multitude of accounting, financial and legal considerations. In many cases it is helpful to have a trusted partner who can analyze and validate data and assumptions relied upon in clients' strategic plans. Such collaboration can oftentimes expose unseen risks and uncover overlooked opportunities. Our team has decades of experience specializing in the financial aspects of a transaction and we have the expertise needed to identify key issues and offer creative solutions to help clients successfully close a transaction.

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Our Services

Transaction Advisory

Quality of Earnings
Fairness Opinions
Solvency Opinions
M&A Purchase Price Allocation (IRC 1060)
IP Valuations
Diligence Valuation
Valuations (Diligence or Acquisition Financing)
Capex & Maintenance Study
Physical Inspections / Reconciliation of Working Capital
Condition Assessment
Field Exam
Shareholder Buyouts
Sale Lease Back Valuations
Capital Raise

Financial Reporting

Purchase Price Allocations (ASC 805) / IFRS 3
Fair Value Measurements (ASC 820) / IFRS 13
Goodwill and Intangible Asset Impairment (ASC 350) / IFRS IAS 36
Property, Plant and Equipment Impairment (ASC 360) / IFRS IAS 36
Bankruptcy and Reorganization (ASC 852)
Stock-based Compensation (ASC 718)
Debt Valuations
Fund and Portfolio Valuations
Minority Interest Valuations
Derivatives and Hedging (ASC 815)
Investments and Joint Ventures (ASC 323)
Leases (ASC 842)

Tax Valuation & Advisory

Utility Study / Predominant Use Study
Estate & Gift Tax
Property Tax
M&A Purchase Price Allocation (IRC 1060)
Stock Compensation
Cost Segregation
Transfer Pricing Valuations

Risk Services

Business Continuity and Continuity of Operations
Enterprise Risk Management
Supply Chain Resilience
Emergency and Crisis Management
Property Insurance Valuations
IT Disaster & Recovery
Insurance Litigation Services
Information and Cyber Security
Business Interruption Valuations
Reps & Warranty Condition Assessment and Valuation
Risk Engineering Surveys

Litigation Services

Expert Witness Testimony
Damages Calculation
Property Tax Dispute
Post Loss Property Valuation
Business Interruption
Business Dispute Divorce
Dispute Valuation
Bankruptcy Dispute Valuation