Financial Reporting

We assist companies with fair value measurements for equity awards, goodwill, intangible assets, and complex instruments—ensuring alignment with accounting standards such as ASC 718, ASC 805, and ASC 820.


Equity Compensation

We provide valuations of equity-based awards such as stock options, restricted stock units (RSUs), and performance-based awards in compliance with ASC 718 or ASC 505. Our analyses are audit-ready and tailored to the specific terms of your equity plans and grant structures.

Purchase Price Allocation

Our team performs purchase price allocations to support business combinations in accordance with ASC 805. In purchase price allocation, acquired assets and assumed liabilities must be measured at fair value. Identifiable assets include tangible assets and intangible assets, such as customer relationships, proprietary technology, trade names, and other intangible assets,

Impairment Testing

We perform impairment testing for both goodwill and long-lived assets in accordance with ASC 350 and ASC 360. Our services include qualitative assessments and quantitative fair value analyses to identify and measure impairments.

Intangible Assets

We value intangible assets including customer relationships, trade names, proprietary technology, and other intangible assets. We apply appropriate methodologies—such as the relief-from-royalty and multi-period excess earnings methods—to support both initial recognition and subsequent testing.

Complex Instruments

We specialize in the valuation of complex financial instruments, including convertible notes, warrants, and derivatives. Our analyses are aligned with fair value measurement standards (ASC 820) and designed for audit acceptance.

Tax Compliance

Our services help meet IRS requirements with defensible valuations that support equity grants or wealth transfers.


Section 409A

We deliver defensible IRC Section 409A valuations for private companies to determine the fair market value of common stock in connection with equity grants. We follow best practices as set forth in the “Valuation of Privately Held Company Equity Securities Issued as Compensation” issued by the American Institute of Certified Public Accountants (AICPA).

Estate & Gift Tax

Our estate and gift tax valuations support wealth transfer strategies, tax reporting, and trust planning. We provide IRS-compliant reports that reflect discounts for lack of control and marketability when appropriate.

Transaction Opinions

We provide fairness opinions that analyze the financial terms of mergers, acquisitions, and other corporate transactions—helping stakeholders fulfill their duty of care.


Fairness Opinion

We provide independent fairness opinions to boards, investors, and stakeholders involved in mergers, acquisitions, or restructurings. Our analysis assesses whether transaction terms are fair from a financial perspective, supporting fiduciary responsibilities and mitigating risk.

Analytical Support

Our team supports investment analysis, financial modeling, and outsourcing of advisory functions.


Investment Research

Our investment research services combine industry expertise with data-driven insights to evaluate market trends, competitors, and performance drivers.

Modeling & Analytics

We build robust financial models including DCF, LBO, and scenario analysis tailored to your business goals. From forecasting to KPI dashboards, we provide tools that support data-driven decisions.

Process Outsourcing

We offer scalable support for valuation, research, and financial modeling functions. Our outsourcing solutions free up your team to focus on high-impact tasks while maintaining accuracy, consistency, and responsiveness.

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