Experience across industries and ownership structures
Companies, their auditors and advisors, and investors bring us the valuation questions that come with financings, acquisitions, equity grants, tax matters and the audit.
Companies
Founders, CFOs and controllers of venture-backed, private equity-backed, family-owned and public companies.
Valuation questions arrive with the grant, the financing, the acquisition and the audit. We give finance teams conclusions they can take to their auditors and the IRS, documented to the inputs and on a fixed fee.
Accounting and advisory firms
Technical accounting and CPA advisory firms, and the clients they refer to us.
Most of our engagements come through technical accounting and CPA advisory firms. When your client needs a valuation, we work alongside your team, document every conclusion to its inputs, and stay with the engagement through audit sign-off.
Investors
Private equity and venture funds, family offices and their portfolio companies.
Fair value at every reporting date, and independent valuation analysis when you buy, sell or recapitalize.
Attorneys and tax advisors
Estate planning, transaction and tax counsel who need a supportable fair market value.
Supportable fair market value for gift, estate, transaction and tax matters, prepared with the documentation an IRS examination expects.
Eight industries, one standard of documentation
- Technology & software
- Fintech & financial services
- Pharmaceuticals & biotech
- Medical devices & healthcare
- Manufacturing & industrials
- Consumer products & retail
- Energy & clean technology
- Media & telecommunications
Discuss an engagement
Tell us about the measurement, the standard and the deadline. We scope every engagement on its facts and confirm a fixed fee in writing.
We respond within six hours on business days.