Case Studies
ASC 820 Level 3 Fair Value Valuation for a U.S. Private Equity Portfolio Company
Private equity firms are often required to estimate the fair value of portfolio company investments even when those investments do not trade in an active public market.
ASC 805 Purchase Price Allocation for a U.S. Software Company Acquisition
When a company acquires another business, the purchase price paid at closing is only the beginning of the accounting analysis. For financial reporting purposes, the acquirer may need to determine:
Business Valuation for a U.S. Private Company During a Divorce
When a privately held business is part of a divorce, determining the value of the company can become one of the most financially significant issues in the process.
Business Valuation for a U.S. Company Before a Founder Exit
When a founder begins planning an exit from a privately held company, one of the most important questions is:
Business Valuation for a U.S. SaaS Company Before Raising Growth Capital
Before a SaaS company raises outside capital, one of the most important questions founders and finance leaders need to answer is:
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.
Business Valuation for a U.S. Company Before a Major Ownership Restructuring
Ownership restructuring can involve founders, family members, employees, existing shareholders, or new investors. Depending on the transaction, the company may need to evaluate:
Business Valuation for a U.S. Company During a Partner Dispute or Deadlock
When business partners or shareholders disagree about value, control, distributions, or an exit, the dispute can quickly become both financial and personal.
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.
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.
Business Valuation for a U.S. Company During a Shareholder Buyout
In many private companies, there is no active market price for the shares. The remaining owners and the exiting shareholder may also have very different expectations about value.
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.