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We assist clients from both strategic and compliance perspectives in providing competent and objective valuation services. We conduct independent business valuations for; closely-held businesses, litigation support, estate planning, M&A transactions, financial reporting and tax purposes.
As practicing CPAs, we are an independent choice to perform formal business valuations for both litigation and non-litigation purposes. Our deep knowledge of valuation techniques, accounting and financial statement analysis in myriad of industries make us uniquely qualified. Our valuation experts keep current on business valuations methods. Our team undergoes ongoing education to ensure that we stay on the cutting edge of valuation techniques and methods. We subscribe to the S&P Capital IQï¿½ Platform, which is one of the world's leading corporate finance databases. Our valuation capabilities include:
KU offers consulting services to business owners and corporation's to help them better understanding the realistic value of your company. Whether you're on the buy-and-sell-side or involved in a merger and acquisition transaction, our services are designed to help companies and individuals achieve their goals. The decision to sell or purchase a business is a complex one that requires careful assessment of many financial, operational and other key variables.
A business valuation provides a business owner with an accurate tool that allows the owner to make an informed decision about the viability and timing of the sale of their business.
Some of the most important corporate strategies involve mergers or acquisitions. Despite a high degree of complex risks, decisions are made often resulting in less than desirable results. A company's ability to pounce on opportunities, while aggressively mitigating risks, hinges to a large degree on the quality of information feeding into the decision and the decision-making process. Good information and well-defined decision rights are pillars of M&A success.
Financial Reporting Valuations
KU's valuation professionals are trusted advisors to our clients and partners. Legal professionals, national audit firms and tax professionals consistently refer their clients to us, confident in our delivery of defensible financial reporting valuation analyses.
Tax strategies are complex and highly scrutinized. Many tax laws and regulations now stipulate that a valuation is required before implementation. KU helps companies to navigate an environment of changing tax law and shifting regulations by offering skilled expertise for forming strategy and defending valuation positions.
Mergers and Acquisitions
Understanding the risks of poor information and decision making is a start, however bringing in the expertise to mitigate these risks through all M&A stages is where the big payoffs reside. We can help on multiple fronts and during various stages, including:
Pre-M&A Decision Stage
Readiness Stage (Prior to Day 1)
Day 1 Operations
This is usually a relatively long list of Day-1 activities, including items such as:
Post Day 1 Operations
Our experienced team can assist in conducting a robust due diligence assessment designed to ferret out potential risks and valuation considerations, assess their magnitude and the probability of the risks' occurrence, consider whether mitigation is possible and respond accordingly.