Case Studies
Gift & Estate Business Valuation for a Family-Owned U.S. Company
Transferring ownership in a family business can involve much more than deciding what percentage of the company should pass to the next generation.
409A Valuation for a U.S. SaaS Startup After a Funding Round
A funding round can be an important milestone for a SaaS startup, but it can also create a new valuation requirement.
Independent Business Valuation Before the Sale of a U.S. Private Company
For a privately held company, the answer is rarely as simple as applying a rule-of-thumb multiple to revenue or EBITDA.
How a US CPA Firm Improved Valuation Turnaround During Tax Season with Synpact Consulting
Tax season brought an overwhelming increase in valuation engagements. The firm’s internal team was already working at full capacity, making it difficult to meet client deadlines without increasing costs or compromising quality.