Financial Reporting Valuation

Financial reporting valuations refer to the process of assessing and determining the financial value of assets, liabilities, equity, and overall business performance to create accurate financial statements and reports. These valuations are essential for providing stakeholders, including investors, creditors, auditors, regulators, and management, with transparent and reliable information about the financial health and performance of an organization.

Over the past decade, there has been an increased requirement of fair value measurement requirements that have made financial reporting increasingly more complicated given the growing complexity of US GAAP and IFRS compliance. In addition, financial reporting standards continue to change as valuations are regularly scrutinized by auditors, banks, regulatory bodies, and other company stakeholders to make informed decisions about the company’s overall health.

As demands on CFOs, corporate controllers, and chief accounting officers continue to rise, allocating ample time and resources to financial reporting has become increasingly challenging. These professionals need efficient solutions for completing financial statement audits, freeing up valuable time to drive business growth and innovation.

With decades of experience, our team has performed thousands of valuations for financial reporting purposes and has worked on everything from large multi-billion dollar purchase price allocations, valuations of small patent portfolios, valuations for equity-based compensation, and everything in between. There isn’t much we haven’t seen and having an experienced valuation advisor is critical to getting your financial audit wrapped up on time.

Our valuations are regularly reviewed by public accounting firms (including Big 4, regional, and local CPA firms) and have withstood the highest levels of scrutiny. Whether you are a large public company or a small privately held enterprise, our team will always take a pragmatic approach based on the specific facts and circumstances and what will ultimately be required to get sign-off from your financial statement auditors and other regulatory bodies.

In addition, our team members have previously worked in the business valuation groups of Big 4 audit firms and have hands-on experience in knowing exactly what audit will be looking for when the valuations are reviewed. By leveraging this direct knowledge, our financial reporting valuations proactively address the most common questions and comments that audit will likely have, resulting in increased speed and efficiency in the audit review process for our clients.