Valuations must account for a variety of evolving rules and regulations, along with approaches, key assumptions, and modeling complexities. But since valuations don’t happen every day, it can be a challenge to interpret and apply the proper framework without guidance.
No matter what is driving your valuation needs – transactions, financial reporting, business planning, strategic consulting, tax-related matters, regulatory triggers, or public company Securities and Exchange Commission (SEC) filings – our team can help. We have the expertise to assist you with the valuation process and can provide you with clear communication, excellent project management, industry insights, and high-quality deliverables.
At Crowe, our valuation specialists have experience that spans the intersections of numerous rules, regulations, and industries to help you meet your business, compliance, and tax needs. Our sophisticated valuation procedures include advanced models that facilitate the entire process.
Our time-tested management approach keeps your project on track so you can meet your required deadlines.
We tailor our project plan and communications cadence to suit your organization’s specific needs and preferences. That includes communicating with key stakeholders, such as board members and auditors as well as tax and legal advisers, along the way.
Our team can help you evaluate the details of a merger or acquisition (M&A), a recapitalization, a divestiture, or an employee stock ownership plan formation, offering objective perspectives from either the buy side or the sell side on critical valuation, transaction, and integration-related matters.
We provide formal actuarial reserve studies and actuarial statements of opinion, pricing analyses, rate filings, M&A actuarial valuations support, captive studies – including feasibility and opinions – and insurtech support.
With expertise in financial regulations and reporting, we can provide a seamless valuation. Our team combines extensive experience in accounting, auditing, and valuation with deep regulatory knowledge. Many of our specialists serve in leadership positions with the American Institute of Certified Public Accountants Business Combinations Task Force, the American Society of Appraisers, and the CFA Institute.
We use our combination of experience and leadership to deliver high-quality results that have withstood rigorous review from third-party auditors and regulatory examiners alike. Additionally, our valuation specialists can connect you with other Crowe team members should any related needs arise during the process. Contact us today to see how we can help you through your valuation.
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