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Valuation Services

Valuation Expertise for Strategic Decision-Making

Unlock the true value of your business with CFGI’s comprehensive suite of valuation solutions. Our seasoned professionals specialize in guiding you through the intricacies of mergers and acquisitions, financial reporting, and tax compliance. By anticipating and addressing the unique needs of auditors, capital markets, the SEC, and tax authorities, we ensure that your business transactions are backed by precise and reliable valuations.

Our Approach

At CFGI, we pride ourselves on our highly engaged and collaborative approach. Our experts delve deep into your business environment, financial results, and strategic direction. This meticulous analysis enables us to craft customized solutions that not only meet audit and reporting requirements but also provide a complete picture of your assets and liabilities.

Comprehensive Valuation Services

Our experts conduct detailed assessments to allocate purchase prices effectively, ensuring a thorough understanding of deal components such as identifiable intangible assets, goodwill, contingent consideration, equity components, inventory, and tangible assets.

Goodwill and Indefinite-Lived Intangible Assets: An assessment of the fair value of reporting units is necessary to determine potential impairment of goodwill and indefinite-lived intangible assets.

Long-Lived Assets Impairment Testing: Adhering to ASC 360, we conduct assessments at the asset group level to determine recoverability of long-lived assets.

Navigate the complexities of equity instruments with CFGI. We specialize in the valuation of private companies’ equity securities for both financial reporting and tax purposes, ensuring compliance with ASC 718 and 409A.

Our experts bring a wealth of knowledge in valuing complex securities, providing you with accurate and insightful assessments tailored to your specific needs.
We prepare defensible fair market valuations of closely held business interests that will withstand the scrutiny of tax authorities. Our valuations consider all three approaches to value as well as valuation discounts applicable to the subject interests.
Our experts value business interests in situations such as marital dissolution, shareholder disputes, and events causing disruption.

Why Choose CFGI?

Comprehensive Expertise: Our professionals possess advanced regulatory, accounting, and technological expertise to offer a complete understanding of your assets and liabilities.

Industry Understanding: With a commitment to understanding industry nuances, we ascertain the full scope of your business’s value propositions.

Informed Decision-Making: Make strategic decisions backed by precise and reliable valuations.

Don’t embark on another significant transactional decision without consulting the experts at CFGI. Your success begins with a comprehensive valuation. Contact us today to explore how CFGI can empower your business.

Connect With Our Leaders

Sean O’Reilly

Partner
(610) 348-9519
soreilly@cfgi.com

Lidia Napier

Partner
(857) 294-8332
lnapier@cfgi.com

Ready To Get Started?

Ready To Get Started?