CVA Financial Valuation Benefits
Whether your company is in development or has been operating for 100+ years, we can address the financial valuation issues you face. Our experience includes:
Auditor Acceptance
We have extensive experience working with national audit firms, and our defensible reports are designed to withstand rigorous scrutiny.
Expert Credentials
Our team comprises experienced professionals with recognized certifications who adhere to strict professional standards like the AICPA guidelines and Uniform Standards of Professional Appraisal Practice (USPAP).
Pragmatic Approach
We integrate our analysis into your existing work streams, providing useful insights that serve not only for compliance but also as management tools for strategic decision-making.
Specialized Focus
Financial reporting is complex, and our dedicated focus on these specific standards ensures we stay on top of the ever-changing rules and regulations.
Our Process
We know where to look for value and how to quantify it. We also understand the intricacies and implications that come with the accounting and tax pronouncements that require us to provide detailed, documented valuations.
Meet Brad Carlson
Financial Reporting Services
CVA provides comprehensive financial reporting services. They include financial reporting, enterprise and equity valuations, estate planning, start-up company valuations, solvency, surplus, and fairness opinions, trademarks, patents, customer lists and other intellectual property, estate planning, transfer pricing, and tax reporting.
Financial Valuation Services
The CVA team is well-versed in the accounting and tax requirements underlying the need for financial valuations. We routinely conduct valuations for compliance with FASB 718, 805, 820, 350 and 360 as well as Sections 1060, 338(h)(10) and other relevant provisions of the Internal Revenue Code of 1986, as amended. Our financial valuation group also takes on additional forms of sophisticated financial analyses to assist our client companies in their evaluation of strategic growth or tax shifting opportunities.
Wide-Ranging Financial Valuation Experience
From the valuation of a business enterprise to the valuation of a stock option, from the valuation of an intangible asset to the valuation of a financial derivative, from conducting a solvency evaluation to conducting a fairness evaluation, we have the ability to distill complex assets into their various value components.
FAQs
How long does a valuation typically take?
On average, a valuation takes around three to four weeks to complete from the start to draft valuation schedules but this does depend on complexity.
Are there certain industries you work in?
We perform valuations for almost every industry. Our experience covers everything from manufacturing, business and professional services, start-ups, technology, energy and SaaS.
What specific documents do I need to provide to begin the valuation process?
To ensure a thorough and accurate analysis, we generally require a “Required Information Checklist” which includes 3–5 years of financial statements (income statements, balance sheets, and cash flow statements), recent tax returns, and relevant legal documents such as contracts, leases, or non-compete agreements.
Which methodology do you use to determine the value of my assets?
Our team selects the most relevant approach based on the specific asset type and reporting requirements. We utilize three primary methods:
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Income Approach: Estimating the present value of future cash flows (e.g., DCF models).
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Market Approach: Comparing your assets to similar public companies or recent market transactions.
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Cost Approach: Determining the replacement cost of an asset (typically used for tangible property and equipment).
How do you ensure the accuracy and defensibility of your valuations?
We ensure accuracy by combining expert credentials with a multi-layered review process. Our professionals adhere to strict AICPA and USPAP standards, utilizing real-world market data and proven methodologies (Income, Market, and Cost). By staying current on evolving FASB and SEC regulations, we produce independent, third-party reports specifically designed to withstand the “rigorous scrutiny” of national audit firms.