We are able to deliver accurate and defensible business valuations tailored for financial reporting compliance. Our valuations support key accounting requirements and help businesses meet regulatory standards with confidence.

For financial reporting purposes, valuations are often prepared to aid and assist owners and their businesses with the following:

• Fair Value Measurements: Ensuring that assets and liabilities are reported at fair value.
• Stock-Based Compensation: Valuing equity awards for accounting purposes and financial statement disclosure.  We also value equity for Internal Revenue Code (IRC) Section 409A compliance. 
• Goodwill Impairment Testing: Assessing whether goodwill on a company’s balance sheet needs to be written down.

Our valuations are prepared in accordance with applicable accounting standards and regulatory requirements, including:

• U.S. GAAP: Our valuations align with authoritative accounting guidance.
• IRS Requirements: Our valuations meet IRS requirements for nonqualified deferred compensation and equity-based awards.
• AICPA Valuation Guidelines: In preparing our analyses and appraisals, we employ methodologies that reflect the best practices in valuation and financial reporting.