For accounting and advisory firms
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.
Technical accounting and CPA advisory firms, and the clients they refer to us.
Your client needs a valuation
Financial reporting, complex securities, tax and transaction valuations across all six of our practice areas, scoped on the facts with a fixed fee agreed in writing.
A valuation needs a second look
Technical review of third-party valuations for management, audit committees and advisors.
The auditors or regulators have questions
Responses to auditor inquiries, schedules and methodology walkthroughs, included in our fee, and support with SEC comment letters and IRS examinations on valuation matters.
Your client is heading toward an IPO
Cheap stock analysis and common stock valuation history, prepared for the questions the SEC staff asks.
We are an independent valuation firm: we hold no interest in the companies we value, and no fee is contingent on the conclusion reached.
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.