Contact
Contact

Comprehensive Business Valuation Services

Get Clear So You Can Choose Confidently

As financial transactions and instruments become increasingly complex, correctly valuing assets and liabilities becomes time-consuming and confusing.

But fully understanding value before and during transactions is key to making the best decisions for your organization. Under- or overvaluing any of the players in a potential deal can have devastating effects on your business.

Centri provides 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.

Protect Your Capital

Why Get Valuation Support from Centri?

  • An award-winning team that’s responsive to your needs
  • Tech-enabled tools to deliver agile and efficient support
  • Technical mastery in supporting complex industries
  • Experience working with high-stakes transactions across private and public companies
  • A defensible positioning ready for external auditor scrutiny

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:

Meet All Centri Experts

Gerald Cullins

Partner

Valuation Practice Leader

Charlie Higgins headshot.

Charles Higgins

Partner

Experts in Every Industry, Even the Complex Ones.

Private Equity We provide timely service and responsive communication exactly when private equity firms need it most so you can efficiently close deals, create value, and achieve your investment return goals. Centri’s valuation services for private equity companies includes business combinations, fairness and solvency opinions, portfolio valuation, and 409a.
Cannabis Cannabis companies have unique requirements for establishing a value for their business. It’s difficult to compare your company with other businesses in terms of profitability, growth potential, and risk. You need someone with experience in the nuances of the industry.
Capital Markets Accurate valuations are critical in the capital markets for transactions, reporting, and strategic decision-making. We understand your concerns about achieving a credible valuation that withstands due diligence and regulatory review. Your valuation needs to be a solid foundation for other important activities. Our valuation advisors apply their independent expertise and rigorous methodologies to determine fair value so you can support capital market endeavors with robust, well-supported conclusions.

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.

M&A Advisory
Technical Accounting
Tax Advisory
SEC & Financial Reporting

Need Our Comprehensive Valuation Services?

Please fill in the form below to get in touch with our team of advisory experts.

"*" indicates required fields

Name*
Join Our Mailing List

Related Insights