Comprehensive Business Valuation Services

Contact Our Experts

As financial transactions and instruments become increasingly complex, correctly valuing assets and liabilities can be time-consuming and confusing. But fully understanding value before and during transactions is key to making the best decisions for your organization. Ultimately, under- or overvaluing any of the players in a potential deal can have devastating effects on your business.

At Centri, we’re dedicated to providing high-quality business valuation services through reliability and responsiveness to your needs and objectives. Our business valuation firm creates tailored solutions that help you measure, analyze, and report on valuation issues, no matter your size, business stage, or industry. Your results will meet your business objectives and will be appropriately interpreted, recorded, and disclosed within your financial statements.


Our specialized expertise and multilayered skill sets ensure independent valuations are performed and reported accurately. We have extensive valuation advisory experience, allowing us to give you an advantage in even the most complex situations.

Meet Our Valuation Team

Centri’s team of experts is ready to help you with your valuation needs. You can learn more about our specialists on the One Team page:


Gerald Cullins

Partner

Valuation Practice Leader

Charles Higgins

Managing Director

Here’s a closer look at our wide range of business valuation services:

Complex Financial Instruments
  • Embedded derivatives or bifurcation of convertible securities (ASC 815)
  • Contingent consideration / earnouts and remeasurement for subsequent reporting dates
  • Convertible debt and notes (including embedded derivatives and features)
  • Fixed- and floating-rate income securities
  • Swaps / forwards / options (interest rate, cross currency, etc.)
  • Hedge effectiveness testing (ASC 815)
  • Financial instruments (ASC 825)
  • Distinguishing liabilities from equity (ASC 480)
  • Financial guarantees (ASC 460)
Fair Value Reporting
  • Fair value measurements (ASC 820 / IFRS 13)
  • Purchase price allocations (ASC 805 / IFRS3)
  • Goodwill and long-lived intangible assets impairment analysis (ASC 350 / ASC 360 / IFRS 36)
  • Equity-based compensation (ASC 718)
  • Leases – incremental borrowing rate (ASC 842 / IFRS 16 / GASB 87)
  • Portfolio valuation for private equity, private debt, venture capital, hedge funds, investment funds, and business development companies
Purchase Price Allocations
  • Purchase price allocations for insight into how each transaction should be disclosed in your financial statements
  • Fresh start accounting (business combinations for ASC 805 / IFRS 3)
    • Intellectual property, other intangible assets, and assumed liabilities
    • Contingent consideration (earnouts)
    • Rollover equity in complex capital structures
    • Notes or other financial instruments issued to seller
Advisory
  • Financial forecasting / modeling / sensitivity analysis
  • Market studies
  • Business interest and equity valuation
  • Buy-sell agreements
  • Purchase offer analysis
  • Recapitalization
  • Succession planning
  • Strategic planning
    • Pre-acquisition analysis
    • Merger or acquisition targets
    • Divestitures / spin-offs
    • Leveraged buyouts
    • Management buyouts
    • Minority buyouts / redemptions
Fairness and Solvency Opinions
  • Recapitalizations
  • Related-party transactions
  • Take private transactions
  • GP-led secondaries/continuations funds
  • Spin-offs
  • Nonprofit conversions
  • Special dividends
  • Leveraged buyouts
Employee Stock Ownership Plans (ESOPs)
  • Transaction structuring and negotiation assistance
  • Fairness opinions
  • Annual valuations
  • Follow-on transactions
Tax
  • Equity-based valuation (IRC 409A)
    • Management incentive units (MIU)
    • Profits interests
    • Stock options and warrants (including those with ratchet, down round, and other features)
    • Performance share units (PSUs) with market conditions, such as performance relative to a peer group (e.g. total shareholder return)
  • Carried-interest valuation
  • Charitable contributions
  • Gift and estate planning (transferring wealth, reducing taxes, perpetuating the business)
  • Family limited partnerships (FLPs)
  • S-corporation conversion
  • Tax restructuring
  • Overarching tax advisory and solutions

View our recent Valuation panel discussions.

Looking For More Support?

You’ll work with one point of contact, but with Centri, we bring a full firm to the table. And as you continue scaling up, we are here to help manage the growing needs of your business. Here are some other related services that can be helpful depending on the goals you have for your business.


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