Business Valuation Consulting

Deliverables

Enterprise & equity valuation reports
Security-level allocation and fair value measurement support
Discount rate memos (WACC, CAPM, build-up)
IRC §409A and estate & gift valuations
Financial models, forecasts, and statistical analyses
Litigation, dispute, bankruptcy, reorganization, and fresh-start support

Relevant frameworks

Professional valuation standards
Uniform Standards of Professional Appraisal Practice (USPAP)
International Valuation Standards
ASC 820 fair value measurement
IRC §409A and applicable Treasury Regulations
IRS Revenue Ruling 59-60
Financial modeling and data analysis protocols

When CFOs call us

Transactions & refinancings
Financial reporting marks
Tax planning, 409A, estate, or gift matters
Litigation, dispute, or damages analysis
Large data set or statistical question
Board, investor, or auditor review

We prepare enterprise, equity, and security-level valuations for public companies, private companies, sponsors, portfolio companies, and closely held businesses. Our work supports transactions, financial reporting, tax planning, shareholder governance, dispute consulting, bankruptcy and reorganization matters, fresh-start accounting, and auditor review.

Our valuation process combines market evidence, income approaches, capital-structure analysis, discount-rate support, and clear documentation. We focus on conclusions that need to be defensible before auditors, boards, lenders, investors, tax advisors, counsel, and counterparties.

Business valuation support

Enterprise value and equity value analyses for transactions, restructurings, and reporting events
Security-level valuation for common equity, preferred equity, debt, warrants, options, and rollover equity
Fair value measurements for financial reporting, including ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, ASC 815, and ASC 852 matters
Discount-rate, market multiple, guideline company, guideline transaction, and scenario-based support

Tax valuation support

We prepare IRC 409A common-stock valuations, estate and gift valuations, and transaction-related analyses where valuation conclusions affect tax planning, reporting, or compliance. The work connects the applicable tax rule, business facts, and economic support in documentation that tax advisors, boards, management, and external reviewers can follow.

Economic consulting support

Our team applies financial modeling, statistical analysis, data analysis, and machine learning techniques where appropriate to consulting, corporate finance, litigation, and transaction matters.

Financial modeling, forecasting, scenario analysis, and sensitivity testing
Statistical analysis, large-data-set analysis, and machine learning-supported modeling
Litigation support, dispute consulting, and damages-related analyses
Transaction, restructuring, and corporate finance analyses

Dispute, bankruptcy, and reorganization support

We assist with dispute consulting, bankruptcy and reorganization valuation, and fresh-start accounting support when enterprise value, solvency, damages, or allocation conclusions need to be documented for counsel, lenders, boards, auditors, or court-supervised processes.

Related client work

Representative case studies.

Valuation — ASC 805 / ASC 820

Carvana Co.

E-commerce Automotive Retail Public Company

R&M prepared ASC 805 purchase price allocations for multiple Carvana dealership acquisitions across regional markets, including identification of acquired intangible assets, fair-value measurement, opening balance sheet support, and goodwill allocation. Valuation services engagement covering ASC 805 / ASC 820 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.

View case

Valuation — ASC 805

Discount Tire

Tire Retail Private

R&M prepared ASC 805 purchase price allocation memos for strategic regional acquisitions, including identification of acquired intangible assets, fair-value measurement of tangible assets, working-capital reconciliation, and goodwill allocation. Valuation services engagement covering ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.

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Valuation — ASC 805

Conner Industries

Industrial Wood & Packaging Private

Valuation services engagement covering ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.

View case

Valuation — ASC 718 / ASC 805

EoS Fitness

Health & Fitness Clubs PE-Backed

Valuation services engagement covering ASC 718 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.

View case

FAQ

Common questions.

What does Business Valuation Consulting include?

The scope is tailored to the matter. Common deliverables include enterprise & equity valuation reports, security-level allocation and fair value measurement support, discount rate memos (WACC, CAPM, build-up), IRC §409A and estate & gift valuations, financial models, forecasts, and statistical analyses, and litigation, dispute, bankruptcy, reorganization, and fresh-start support.

When should a finance team call Rivers & Moorehead for Business Valuation Consulting?

Teams typically reach out when they need support with transactions & refinancings, financial reporting marks, tax planning, 409A, estate, or gift matters, litigation, dispute, or damages analysis, a large data set or statistical question, and board, investor, or auditor review.

What standards or frameworks does this work consider?

Depending on the facts, the work may consider Professional valuation standards, Uniform Standards of Professional Appraisal Practice (USPAP), International Valuation Standards, ASC 820 fair value measurement, IRC §409A and applicable Treasury Regulations, IRS Revenue Ruling 59-60, and Financial modeling and data analysis protocols.

Does Rivers & Moorehead provide audit or tax services?

No. Rivers & Moorehead is not a certified public accounting firm and does not provide attest, audit, review, compilation, or tax services. The firm works alongside management and external advisors on accounting advisory and valuation consulting matters.

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Ready to scope business Valuation Consulting support?

We respond within the business day. The first conversation is always with a partner — not a BD team.

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