Valuation and Strategy

We provide strategic insights that drive informed decision-making for businesses navigating complex financial landscapes.

Our expertise in complex valuation matters, combined with our M&A experience, enables us to deliver effective solutions for the executive suite and their advisors. 

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Valuation and Financial Analyses

Accounting may be the language of business, but its utility in making business decisions is through financial and valuation analysis. Our valuation knowledge is essential to our services, as it impacts numerous aspects of financial reporting decisions and treatments and can be an important component of many of the litigation matters you may face. We provide our valuation expertise in a wide range of areas, including:

  • M&A Planning Valuations
  • Business Disputes
  • Business Appraisals for Bank Lenders
  • Goodwill and Intangible Asset Impairment Analyses
  • Shareholder Buy-in/Buy-out Valuations
  • Appraisal Reviews under USPAP or SSVS
  • Gift and Estate Tax Valuations

Business Planning and Analysis

We bring an unbiased view to your process and provide objective and independent professional advice to help guide organizational decisions such as expansion, cost-cutting, new service or product offerings, or proposed transactions. We create value for your organization by preparing financial projections, financial due diligence observations, complex models, and decision tree analyses.

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Distressed Company Matters

Whether a company is in a turnaround situation or liquidation, we conduct reviews of pre-bankruptcy transactions, analyze historical financial information, and prepare detailed forecasts. In addition to valuation, solvency, and complex accounting services we provide in bankruptcy or other distressed company settings, we act as trusted financial advisors to bankruptcy court-appointed examiners and trustees, which allows them to more effectively focus on their mandate to maximize the value of the entity and to investigate concerns raised by third parties in any bankruptcy proceedings.