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Valuation Date Survey

The goal of the survey is to assist valuation clients in selecting a valuation date. Valuation date issues are more prevalent in common stock valuations (a.k.a. 409A valuation) because it requires strict coordination with equity-based compensation dates.

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7 Areas to Transform Your Financial Reporting Valuation

Creating shareholder value is the goal of most for-profit entities, where value is viewed in a strictly financial sense.  In the world of startups and VCs, this means maximizing exit valuations. That exit valuation number is of fundamental importance. Exit valuations are built over time. Thus, tracking valuations is critical.  Companies have many opportunities to track their valuations, from upgraded

About Financial Forecast

A financial forecast is a centerpiece of many valuations.  It answers the principal question: “Why the business is valuable in the first place?”  In strategic analysis, financial forecast links business strategy and value.  In financial reporting, a financial forecast is a more refined, post-strategic-planning representation of a company’s expected financial performance. 

Technology Valuation: US GAAP View

It is hard to underestimate the importance of technology in modern enterprises.  From legacy manufacturing to artificial intelligence and life science breakthroughs, technology plays an ever-increasing role.  However, the need to assign a specific value to it may arise only when the enterprise is faced with a strategic transition, such as a merger or an acquisition.

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Most new projects will require a brief introductory conversation. Unless you are a returning client asking for an update to a old valuation, please use the calendar below to schedule a call with us:

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We are located in the San Francisco Bay Area, while our clients cover much broader geography, from Southern California to the East Coast and Europe. Please contact us with questions and inquiries. Also, feel free to stop by on your way to the beautiful Sonoma or Napa Valley.

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