Financial & Tax Reporting

Fair value accounting and tax reporting standards are continually evolving and becoming more complex, with value measurements attracting greater scrutiny from regulators than ever before. Alvarez & Marsal Valuation Services (A&M) takes away the guesswork related to compliance and risk management and helps you assess value in complex situations. 

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Specific services include:

  • Business combinations (allocation of purchase price)
    • Inventory 
    • Intangible assets 
    • Real and personal property 
    • Non-controlling interests 
    • Deferred revenue 
    • Contingent consideration 
  • Impairment testing of goodwill and long-lived assets 
  • Share-based compensation reporting
  • Legal Entity and Enterprise Valuations
  • Complex financial instruments
  • Intellectual property 
  • Golden parachute exclusions – non-compete agreements 
  • Related-party transactions
  • Fresh start accounting 

Why Use A&M?

We bring incremental value as your advisor and partner with the following strategies:

  • Leverage A&M’s extensive expertise in operational improvement, restructuring, and turnaround strategies within your industry to enhance the quality and insights of our Valuation opinions.
  • Comprised of mostly former Big 4 experts, A&M’s Financial and Tax Reporting Valuation team has the requisite skills and experience to handle large complex engagements.
  • Ability to bundle Valuation Services with our Technical Accounting Services group where applicable (i.e., ASC 805 purchase accounting compliance) to bring the most comprehensive service offering for financial reporting matters.
  • Prioritize quality and external auditor focus through A&M's diamond-shaped staffing model, ensuring senior resources are involved from the outset to maximize quality and efficient communication with you and your auditors.
  • Free of Audit Independence Conflicts –A&M is an independent organization, free of potential independence conflicts that can disrupt the relationship.
  • Serve as a trusted resource by extending our availability beyond the engagement for questions related to any valuation issue or as a sounding board for ideas.
  • Emphasis on our listening and communication approach, a key to our responsiveness which is recognized by clients as a key differentiator that significantly contributes to the success of our relationships.
  • With a strong global footprint, we serve both Public and Private companies, ranging from Fortune 500 to fast-growing middle-market entities.

We would like to meet with you and learn how we can serve your Valuation needs. Please advise if you are interested in setting up a brief introductory call. 

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