Services we offer

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Technical accounting

We deliver robust technical accounting memos shaped by decades of national office specialist reviews, using proven templates that anticipate auditor questions and streamline the audit process.

    • Business Combinations & Asset Acquisitions: Assessment of business combination vs. asset acquisition; assessing earnouts; preparation of opening balance sheet.

    • Consolidation: Variable interest entity (VIE) and primary beneficiary analysis; evaluation under the voting interest model.

    • Debt Financing Activities: Accounting for convertible debt and embedded features; debt modifications and restructurings.

    • Equity Financing Activities: Accounting for warrants, preferred equity, earnouts, and convertible instruments.

    • Derivatives & Hedge Accounting: Derivative identification and accounting analysis; hedge accounting designations; NPNS elections.

    • Stock-Based Compensation: Accounting for profits interests and awards with market or performance conditions; modification accounting.

    • Revenue Recognition & Lease Accounting: Contract assessments under ASC 606 and ASC 842; identification of performance obligations; lease classification and accounting analysis; evaluation of contract modifications and accounting implications.

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Valuation

Valuations undergo a rigorous review process to ensure they are fully aligned with accounting requirements and meet the highest standards of quality and accuracy.

    • Business Combinations & Purchase Price Allocations

    • Contingent Consideration

    • Total Shareholder Return (TSR) and Market-Condition Awards

    • Pay Versus Performance

    • Convertible and Nonconvertible Debt

    • Profits Interests

    • Warrants and Other Equity-Linked Instruments

    • Derivative Instruments

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Financial Reporting & Public Company Readiness

We provide scalable financial reporting and SEC compliance expertise to help companies meet reporting obligations, satisfy regulatory requirements, and navigate capital markets transactions with confidence.

    • Audit-Ready Financial Statements and Footnotes 

    • Carve-Out Financial Statements and Pushdown Accounting 

    • Pro Forma Financial Statements 

    • IPO Readiness and SEC Reporting Support 

    • Public Company Reporting and Disclosure Support 

    • SEC Comment Letter Support 

    • Bank and Private Equity Reporting

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