Financial Reporting

Now more than ever credible valuations for financial reporting are critical to your success.

With increased scrutiny from auditors, the SEC, investors and other interested parties, along with an endlessly-expanding number of financial reporting standards and industry guidance, valuation for financial reporting has grown increasingly complex. It is a singular requirement:

To ensure a successful transaction, goodwill impairment test, executive option issuance, or other financial reporting related solution; it’s imperative to employ the support of a skilled, well-trained financial reporting valuation specialist.

Why choose Rocky Mountain Business Valuation?

RMBV has broad experience preparing financial reporting valuation reports for public companies, private equity firms, start-up enterprises, and other closely-held businesses. Along with our broad experience, and solid understanding of financial reporting issues, we will prepare a thorough analysis that will minimize audit review surprises and SEC challenges that might otherwise cause later financial restatements.

RMBV provides independent, well-supported valuations, while meeting your possibly stringent time requirements. We bring professional experience to all facets of the valuation process.

Consider using our expert support as required for the following financial reporting valuation compliance projects:

  • Purchase price allocations under SFAS 141R, including valuation of intangible assets such as: patents, know-how, trade names, trademarks, developed technology, in-process research and development efforts, customer lists, contracts, non-compete agreements, and license agreements, among others.
  • Goodwill impairment and intangible asset impairment under SFAS-142 and SFAS-144
  • Fair-value reporting requirements under SFAS-157
  • Executive stock option valuations (“Cheap Stock”) for FAS 123R
  • The Fair Value Option for Financial Assets and Financial Liabilities under SFAS 159
  • Derivative valuations under SFAS 133

Representative Projects

Global Projects. Led a global team of analysts in providing a major, global telecommunication corporation with multiple purchase price allocations and goodwill impairment tests.

Refinancings. Assisted a regional 20+ retail store chain with a purchase price allocation as part of recapitalization project.

Stock Options. Valued executive stock options for a venture-backed information technology firm with a complex capital structure.

Detailed Reviews. Over a four year period reviewed over 20 valuation reports/year for a major CPA firm.

Practice Development and Industry Training. Delivered detailed firm-wide trainings and developed documents and templates for a CPA firm.