





No Frequently Asked Questions Found.
For charitable contribution appraisals, we mainly service:
We commonly assist clients with valuations arising under U.S. GAAP requirements, including:
Our team is also familiar with corresponding international reporting standards and the practical considerations that arise in cross-border environments.
Many accounting standards require assets and liabilities to be recorded at fair value rather than historical cost. These measurements can significantly affect earnings, disclosures, and key metrics relied upon by investors, lenders, and boards.
Because the conclusions may be scrutinized by auditors and regulators, management often seeks independent valuation support to ensure amounts are reasonable, consistent, and well documented.
Management is responsible for the accuracy and fairness of the financial statements.
Valuation specialists provide analysis and support, but the conclusions ultimately belong to the company. Independent experts help management demonstrate that reasonable methods and assumptions were applied and that appropriate documentation exists for audit review.
Assignments frequently involve items where observable market prices are not readily available.
Common examples include:
The scope is usually determined by the accounting requirement driving the measurement.
Independent analyses can provide important evidence for audit procedures.
Valuation professionals may prepare reports used by management or, in some cases, assist auditors in reviewing work prepared internally or by other firms. The objective is to ensure methodologies, assumptions, and conclusions are transparent and supportable.
Certain fact patterns require advanced modeling and specialized expertise.
Examples may include layered capital structures where waterfall calculations are needed to understand how value flows across share classes, or situations where uncertainty around future outcomes leads to the use of simulation techniques such as Monte Carlo analysis.
Companies often do not maintain these capabilities internally and therefore engage outside specialists.
Professionals typically apply established methodologies depending on the nature of the asset and the governing standard.
These may include market-based evidence, income approaches built on projected cash flows, or cost-based analyses. The goal is to select techniques that are appropriate, consistent, and defensible in an audit environment.
Starting early is critical, particularly around transactions, year-end, or quarter-end reporting.
Early coordination allows management, auditors, and valuation professionals to align on scope, assumptions, and documentation needs before deadlines become tight.
Sometimes, but not always.
Changes in market conditions, performance expectations, capital structure, or accounting guidance may require updates. Auditors often expect evidence that values remain reasonable at each reporting date.




