Financial Reporting Valuation

Management teams of both publicly traded and private companies are increasingly expected to provide fair value estimates for corporate assets to their auditors and regulatory agencies. An independent valuation is critical to this process. Summit Ridge Group’s deep financial background, its broad functional skills, and industry expertise allow us to perform these valuations thoroughly, quickly and cost-effectively. We not only inform our clients of their financial position but also seek to provide business and market insight. Our goal is to elevate what is often considered a mundane exercise into a value-added strategic process. Our reporting related valuation services include:

  • Business Combinations (ASC 805)
  • Capital adequacy opinions
  • Fair Value measurement and disclosure (ASC 820)
  • Goodwill impairment (ASC 350)
  • Mark to market valuation
  • Portfolio valuation for private equity firms
  • Purchase price allocation (ASC 805)
  • Solvency opinions
  • Stock options
  • Tax compliance

Our valuations comply with the requirements of major accounting firms as well as IRS and international reporting standards.