Solutions That Drive Value

Our service offerings include:

​

• Purchase Price Allocation (PPA) for ASC 805 purposes:

  • We support both pre- and post-deal valuations, helping clients navigate the complexities of mergers and acquisitions.​

​​

• Business Enterprise Valuation:

  • From goodwill impairment tests to stock valuations, we offer comprehensive services that assess the value of entire businesses.

​​​

• Valuation of Privately Held Equity Securities:

  • Our expertise covers 409a and ASC 718 valuations, including Preferred Stock, Common Stock, Options, Warrants, and Profit Interest Units.

​​​

• Employee Stock Options & Incentives:

  • We provide valuations for a range of employee compensation instruments, including Restricted Stock Units (RSUs) with Time, Performance, or Market Vesting Conditions.

​​​

• SPAC Warrant Valuation:

  • We specialize in the valuation of SPAC-related instruments, such as Public Warrants, Private Warrants, and Founders' Shares.

​​​

• Fixed Income Securities Valuation:

  • Our team evaluates various debt instruments, including Callable Debt, Puttable Debt, and Amortizing Debt, ensuring accurate valuations for financial reporting.

​​​

• Embedded Derivatives for ASC 815 purposes:

  • We assist in identifying and valuing embedded derivatives within complex financial instruments.

​​​

• Hybrid Instruments Valuation:

  • We have deep expertise in valuing hybrid instruments like Convertible Debt and Convertible Preferred Securities.

​​​

• Contingent Considerations & Earnouts:

  • Our valuations help clients assess the fair value of contingent payments in mergers and acquisitions.

​​​

• Tax Receivable Agreements (TRAs):

  • We provide valuation services for TRAs, assisting clients in maximizing tax benefits while ensuring compliance with relevant regulations.