Business valuation
A considered view of value.
- 409A and stock-based compensation
- Purchase price allocation and intangible assets
- Goodwill and long-lived asset impairment
A closer kind of partnership
Valuation & finance. Thoughtfully extended.
Senior-led support for the firms behind important decisions.
Our perspective
Your firm’s reputation is built on the quality of its thinking. We bring the care, curiosity and analytical depth to help you protect it.
Working alongside valuation, CPA and advisory firms, we prepare the analysis behind your next decision. Your templates. Your review. Your client relationship.
Meet your extended team
Our expertise
A considered view of value.
Accurate books. A clearer picture.
Ready for your review.
More capacity at every stage.
Our contribution
Clear analysis. Useful context. A shared understanding of the work.
Financial modeling
An editable financial model, with inputs, calculations and sensitivities organized for your reviewer.
Request a sample →Report preparation
A considered draft in your firm’s format. Purpose, methodology and conclusions connected in one narrative.
Request a sample →Research & context
Comparable companies, market observations and a documented research trail to support your assumptions.
Request a sample →Review & discussion
Clear schedules and review notes, so your team can spend its time on the judgments that matter.
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Our partnership
The people doing your work are part of the conversation.
Your templates and review process shape how we deliver.
Senior attention, from the first question to the final file.
Our approach
Room for judgment. A structure you can rely on.
Purpose, scope and context.
We start by understanding why the work is needed, who will review it and what a useful deliverable looks like.
The detail behind the decision.
We organize the information, raise questions early and build the analysis around the purpose of the engagement.
A fresh pair of senior eyes.
We review the work internally before walking your team through the key assumptions and judgments.
A considered conclusion.
The work comes together in your format, ready for your firm’s final review and sign-off.
A little more clarity
What it looks like to work together.
Yes. We adapt to your model layouts, report formats and review checklists. We agree the working process and required access at the start of the engagement.
Your firm issues and signs the opinion. We prepare the analysis, supporting schedules and draft report under your review. For litigation work, the signing expert retains the expert role.
We scope the deliverable, data requirements and review milestones together. Timing depends on the complexity of the work and the completeness of the information.
Yes. A clearly scoped first project is a practical way to assess the working relationship before discussing ongoing capacity.
We treat client information as confidential throughout our work. The True Value Advisors holds ISO certification and carries Errors and Omissions (E&O) insurance, also known as Professional Liability or Professional Indemnity Insurance. We agree confidentiality requirements, access arrangements and approved working systems with your firm before exchanging documents.
Let’s talk
Tell us what you’re working on and where you need support.
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