Data analytics

Valuations

Baker Tilly’s valuation professionals provide supportable, defensible and unbiased valuation opinions that can stand up to the highest levels of scrutiny.

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At a glance

Companies ranging from closely held businesses to multinational public corporations, and their legal counsel, rely on Baker Tilly’s valuation professionals for information critical to their strategic and financial decisions on a broad range of valuation matters. Our dedication to all aspects of valuation means you can count on our experience, knowledge and objectivity to address your business valuation needs.

Mar 1Whitepaper

Complex capital structures, complex valuations: The AICPA’s new valuation Practice Aid

Our solutions

The need for expert valuation services is ever increasing in today’s business and regulatory environment. The valuation of business interests and related assets in the context of financial reporting, tax, corporate transactions and legal disputes is at the center of many important strategies and financial decisions, making the selection of a valuation expert a critical choice.

Baker Tilly’s dedication to all aspects of valuation means you can count on our experience, knowledge and objectivity to address your business needs. Combining practical judgment with an in-depth understanding of sales transactions, industry trends, court rulings, market data and latest research, we develop valuation conclusions that are meaningful and can stand up to the highest levels of scrutiny.

Our valuation professionals clearly identify the right approach and valuation considerations while also performing appropriate levels of due diligence on the underlying assumptions – a practice that is often lacking in the opinions issued by less sophisticated and volume-oriented providers.

Companies ranging from closely held businesses to multinational public corporations have relied on Baker Tilly for information critical to their strategic and financial decisions on a broad range of valuation matters. We have access to the most respected research and database resources to provide you with the confidence of knowing our thorough analysis has resulted in highly defendable conclusions.

Our highly trained professionals hold qualifications and certifications that include Accredited Senior Appraiser (ASA), Chartered Financial Analyst (CFA), Accredited in Business Valuation (ABV), Certified Valuation Analyst (CVA), Certified Public Accountant (CPA) and Juris Doctor (JD), among others.

Our full spectrum of capabilities include:

Corporate transactions

  • Buy/sell agreements
  • Debt issuance
  • ESOP
  • Fairness opinions
  • Mergers, acquisitions and divestitures
  • Opening balance sheet intangible asset valuations
  • SBA 7a valuations

Financial reporting

  • Asset impairment testing (ASC 360)
  • Business combinations (ASC 805)
  • Fair value (ASC 820)
  • Goodwill and intangible impairment testing (ASC 350)
  • Stock option and other share-based compensation accounting (ASC 718)

Fund level

  • Carried interest valuations
  • Financial services for investment companies (ASC 946)
  • Portfolio financial reporting (ASC 820)
  • SBIC portfolio valuations

Legal and disputes

  • Business interruption
  • Intellectual property theft
  • Lost profits, contract damages and economic damages
  • M&A purchase price disputes
  • Shareholder matters

Tax

  • Cost segregation
  • Deferred compensation (409a)
  • Gift and estate
  • IRS controversy
  • Personal goodwill
  • Transfer of assets