Financial Reporting & Tax Valuations in Miami

Technical valuation work built to withstand audit and regulatory review — from purchase price allocations to 409A opinions — for companies across South Florida.

Discuss Your Engagement

What This Covers

Financial reporting and tax valuations have to satisfy a different audience than a transaction valuation: auditors, the IRS, and regulators. This page consolidates three related engagement types — purchase price allocation, goodwill/impairment testing, and 409A/equity valuations — each prepared to the specific accounting or tax standard that governs it.

What We Deliver

📋 Standards-compliant valuation reports built for audit review
🧮 Detailed intangible asset identification and valuation
📊 Sensitivity and reasonableness analysis
🤝 Direct coordination with your auditors

Purchase Price Allocation (ASC 805)

Allocating transaction purchase price across acquired tangible and intangible assets and goodwill, in accordance with ASC 805, for audit and financial reporting purposes.

Identification and valuation of acquired intangible assets (customer relationships, trade names, technology, non-competes)
Working capital and fixed asset fair value adjustments
Contingent consideration valuation
Useful life determination for amortizable intangibles

Goodwill & Long-Lived Asset Impairment (ASC 350 / 360)

Testing goodwill and long-lived assets for impairment on an annual or triggering-event basis.

Reporting unit fair value determination
Qualitative (Step 0) and quantitative impairment assessments
Long-lived asset recoverability testing
Triggering-event analysis

409A & Equity Valuations (IRC §409A / ASC 718)

Determining the fair market value of common stock for private companies issuing options or other equity compensation, in compliance with IRC §409A and ASC 718.

Common stock fair market value determinations
Option pricing model (Black-Scholes, OPM backsolve) analysis
Waterfall / allocation modeling for multi-class cap tables
Annual refresh valuations and post-financing updates

Who We Serve

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Companies Post-Acquisition

Companies that have closed an acquisition and need a PPA for audited financial statements.

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Venture-Backed Startups

Private companies issuing their first (or next) option pool and needing a 409A valuation.

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CFOs & Controllers

Finance teams managing an annual goodwill impairment test or equity compensation program.

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Auditors

Audit teams that need an independent valuation to support a client's reported fair value.