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Valuations That Survive Cross-Examination
Serving buyers, sellers, and operators in high-stakes transactions, audits, and litigation.
Buyers
Bid Discipline and Post-Close Defensibility
Most valuations fail not on math — but on indefensible assumptions. We build the supportable number.
Purchase Price Justification
Tied directly to quality of earnings analysis.
Synergy and Accretion Modeling
Defensible projections, not aspirational ones.
ASC 805 PPAs
Purchase price allocations built for audit scrutiny.
Fairness and Solvency Opinions
Independent, credentialed, cross-examination ready.
Team and Industries
Credentials and Sector Focus
Principal Credentials
Each principal carries at least two of: ASA, ABV, CFA, CVA. Transaction experience is the primary qualification.
01
Senior Principal
ASA, CFA. 20 years. 200+ M&A opinions. Expert witness, federal and state.
02
Director, Tax and Compliance
ABV, CVA. 15 years. Estate, gift, 409A, ESOP. IRS exam specialist.
03
Director, Litigation Support
CFA, ASA. 12 years. Rebuttal reports, deposition, trial testimony.
Focused Sectors
Healthcare Services
Stark, AKS, and FMV compliance.
Technology and SaaS
ARR normalization, intangible allocation.
Distribution and Logistics
Asset-intensive capital structure issues.
Professional Services
Personal vs. enterprise goodwill bifurcation.
Family-Owned Businesses
Minority interest, DLOM, succession planning.
Sellers
Maximize Defensible Value Before You Go to Market
Pre-market calibration prevents value leakage at the LOI stage and through close.
Pre-Market Calibration
Set a defensible value anchor before buyer diligence begins.
Sell-Side QoE Integration
Align earnings quality with valuation inputs.
Working Capital Peg
Protect proceeds at closing with a rigorous peg analysis.
Earnout and Rollover Equity
Structure and value deferred consideration defensibly.
Operators
Compliance, Planning, and Shareholder Events
From 409A grants to estate transfers, every opinion is built to withstand IRS and auditor review.
409A and Equity Compensation
Safe harbor opinions for stock option grants.
ASC 350/360 Impairment
Goodwill and long-lived asset testing for audit.
ESOP and Recap Valuations
Independent opinions for plan trustees and boards.
Estate and Gift Tax
Rev. Rul. 59-60 compliant reports for IRS submission.
Case Studies
Representative Engagements
Anonymized vignettes across all three client tracks.
Buyer — Manufacturing Acquisition
Situation: Buyer's lender challenged purchase price post-LOI. Resolution: Rebuilt DCF with auditable synergy support. Outcome: Financing closed; PPA accepted by auditors without adjustment.
Seller — Software Company Exit
Situation: Buyer's QoE reduced EBITDA by 18%. Resolution: Sell-side calibration identified and documented add-backs. Outcome: Final price within 3% of pre-market estimate.
Operator — IRS Estate Tax Exam
Situation: IRS challenged DLOM on a family-held operating company. Resolution: Empirical support package submitted with rebuttal report. Outcome: Exam closed with no adjustment to reported value.
Engagement Economics
Fees, Timelines, and Independence
Fee Structure
Fixed fees quoted at scoping. Ranges vary by complexity and report type.
  • 409A opinions: from $4,500 +
  • M&A fairness opinions: from $15,000 +
  • Typical delivery: 3 to 6 weeks from data receipt
Insights and Contact
Next Steps
Request a Scoping Call
Describe your engagement. We respond within one business day.