Valuation

Assurent Advisors is the go-to partner for valuation firms seeking top-tier outsourced services. Our dedicated team of valuation specialists has a proven track record of delivering outstanding results, empowering our client firms to scale their businesses effectively. Trust us to elevate your firm’s capabilities and drive your success.

Financial Reporting Valuation

Financial reporting valuation determines the fair value of assets and liabilities to comply with accounting standards and improve transparency. In the U.S., adherence to GAAP and IFRS is crucial for accurate financial statements. This process is vital for scenarios such as mergers, goodwill impairment tests, and asset acquisitions. Reliable valuations help ensure that financial reports accurately reflect economic conditions, building trust with stakeholders and regulators. Our team delivers precise, defendable financial reporting valuations, staying current with the latest standards to ensure your compliance and audit readiness.

  • Carried Interest Valuation
  • Goodwill Impairment – ASC 350
  • Intellectual Property Valuation
  • Purchase Price Allocation – ASC 805
  • Portfolio Valuations – ASC 820
  • Stock Compensation Expenses – ASC 718

Tax and Compliance Valuation

Tax and compliance valuation is a critical process that determines the fair market value of assets, businesses, or securities for regulatory and tax purposes. Accurate valuations are essential to meet IRS requirements and ensure compliance with various tax regulations. This process involves assessing the value of assets for different scenarios. By establishing a reliable valuation, businesses can mitigate risks associated with audits and legal scrutiny, ultimately supporting informed financial decision-making. Our team offers tax and compliance valuation services that meet industry standards and regulations. With a strong grasp of current tax laws, we navigate compliance complexities and optimize your tax strategy.

  • Charitable Contributions
  • Employee Stock Options (ESOPs)
  • Gift & Estate Tax
  • IRC 409A
  • S-Corp Conversions/Elections

Transaction & Litigation Support

Transaction and litigation support valuation provides essential insights into the fair value of assets during mergers, acquisitions, disputes, or legal proceedings. This process helps determine equitable outcomes in negotiations and ensures compliance with legal standards. We offer customized valuations designed to meet your unique requirements, whether for mergers and acquisitions or litigation matters. We bring the expertise needed to tackle complex situations, enabling you to make well-informed decisions and enhance your strategic position.

  • Benchmarking
  • Buy/Sell Agreements
  • Exit Planning
  • Family Law
  • Industry Analysis
  • Litigation Support
  • Partnership Dispute
  • Support M&A