Valuation
WTAS’ valuation professionals provide thorough, independent valuation analyses together with superior client service and responsiveness. We produce comprehensive analyses and deliverables that reflect our technical depth and extensive experience with complex valuation issues and diverse industries.
We provide thorough, supportable analyses and deliverables that surpass quantitative modeling to document the “story” behind the asset or business being valued. Our analyses combine a detailed understanding of the business, industry and economic context with the insight to address complex valuation issues. We take pride in the development of a comprehensive and well-reasoned work product, including presentation of logical, defensible support for key assumptions, consideration of multiple valuation methodologies and creative thinking beyond standard approaches. Our deliverables are designed to withstand review by second parties and, as applicable, in administrative and court proceedings.
As an independent firm, not affiliated with an auditing firm, we are free from audit, research, bond-rating and other conflicts. The close relationship among our wealth transfer planning and valuation professionals enables us to incorporate responses in our reports to the issues our experience tells us IRS might raise in an examination.
Our valuation specialists have extensive experience providing appraisals and financial advisory services for a variety of needs, including:
- Tax planning and compliance purposes
- Financial reporting
- Acquisitions, mergers and divestitures
- Strategic planning
- Commercial reorganization and bankruptcy
- Litigation/dispute support
- Asset and business valuation