Valuation Services

Cherry Bekaert’s Valuation Services team can address complex business valuations involving issues like intellectual property, stock options and gifting.

On this page:

Insightful Valuation Information to Make Smart Business Decisions

Experience and education are essential components to an insightful valuation in an increasingly sophisticated practice. Our professionals provide those vital components to help your organization make informed business decisions.

Our Valuation Services team can address a wide range of valuation matters involving:

  • Domestic & International Transactions
  • Intellectual Property
  • Gifting
  • Intangible Assets
  • Financial Reporting
  • Stock Options
  • Derivative Financial Instruments

You will benefit from working with advisors who have specialized credentials awarded by the American Institute of Certified Public Accountants (AICPA), the National Association of Certified Valuation Analysts (NACVA), the CFA Institute, the American Society of Appraisers (ASA) and the Appraisal Institute.

Our professionals assist a wide range of clients including private equity and private debt funds, private equity-backed companies, publicly traded companies, family offices and small privately held companies. To guide your business forward, you will receive an analysis based on the latest standards and ready for defensible audit scrutiny, including expert testimony in litigation proceedings.  

Providing You With a Full Range of Valuations Solutions

Contact our experienced valuations team to help your organization navigate the increasingly complex world of mergers, acquisitions and divestitures. With our strategic insights and industry knowledge, we can help you maximize value and achieve your goals during your next transaction.

Situations in Which a Valuation May Be Needed

Financial Reporting & Compliance

Our clients represent a complex landscape that contains both U.S. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) accounting provisions, which require some measurement of fair value. The valuations our team provides will give you confidence in your next business move.

  • Business & Portfolio Company Valuations
  • Purchase Price Allocations (ASC 805/IFRS 3)
  • Intangible Assets
  • Real Estate
  • Contingent Consideration (Earnouts)
  • Rollover Equity
  • Inventory & Deferred Revenue
  • Fair Value Measurements and Disclosures (ASC 820/IFRS 13)
  • Goodwill or Indefinite Lived Intangible Impairment (ASC 350/IAS 36)
  • Long-Lived Asset Impairment (ASC 360/IFRS 36)
  • Stock Compensation (ASC 718/IFRS 2)
  • Incremental Borrowing Rates (ASC 842/IFRS 16)
  • Derivative Financial Instruments (ASC 815/IFRS 9)

Portfolio Valuation Services

Our team values a wide variety of illiquid investments to determine and report alternative investments’ performance, which is often required for financial reporting and tax compliance.

Private Debt

  • Private Debt Funds
  • Public & Private Business Development Companies (BDCs)

Private Equity

  • Private Equity Funds
  • Special Purpose Acquisition Companies (SPACs)
  • Family Offices

Learn More

Venture Capital

  • Early-Stage
  • Venture Debt

Learn More

Complex Securities

  • Mezzanine Debt
  • Convertible Notes
  • Equity Investments in Complex Equity Structures
  • Options & Warrants

M&A Consulting

Whether buying or selling, understanding the value drivers of the business is key. Our professionals utilize valuation and industry knowledge, along with proprietary databases, to help clients understand these value drivers.

  • Calculations of Value
  • Financial Modeling
  • Business Entities Entering Buy-Sell Agreements
  • Due Diligence & Transaction Support
  • Section 382 Ownership Change

Real Estate Valuations

Our dedicated team of highly qualified, experienced professionals focus on real estate consulting, valuations and appraisals of operating businesses, holding companies and funds, syndicators, fractional ownership interests and purchase price allocations.

Cherry Bekaert’s Valuation Services practice can assist with a full range of real estate valuation solutions under the following specific driving purpose:

Financial Reporting

  • Lease Valuation & Consultation Under ASC 840 / ASC 842
  • Purchase Price Allocations (ASC 805)
    • Real Estate Operating Businesses: Construction, Development, Asset Management & Property Management Companies
    • At the Subject Real Estate Property Level
    • At the Holding Company Fund & Syndicator Level
    • Portfolio Acquisitions
    • Intangible Assets
  • Portfolio Valuations
  • Impairment Studies (ASC 350 / ASC 360)
  • Debt & Equity Positions
  • Mortgage-Backed Securities & Mortgage Servicing Rights (ASC 860)
  • Appraisal Review & Consultation

Strategic Financing Services

Our team provides valuations for low-income housing tax credit (LIHTC) and new market tax credit (NMTC) structures and deals.

We have conducted and consulted on hundreds of valuations of fractional ownership interests in upper- and lower-tier real estate holding companies and funds owning, managing and operating NMTCs deals and affordable housing LIHTC properties.

Learn More

Private Equity Services

  • Preferred Stock, Promote & Carried Interests
  • Debt & Equity Positions
  • Acquisitions & Portfolio Analysis

Learn More

Consulting Services

  • Limited & General Partner Ownership Interests
  • CLOs
  • Benchmarking Analysis
  • Market Studies
  • Buy & Sell Agreements

Tax Compliance

When a proof of valuation is required for certain tax regulations, let our team of valuation specialists guide you forward in the development of a strategy and analysis.

  • 409A Valuations
  • International Tax
  • Tax Restructuring Valuations
  • Valuation of Non-Compete Agreements (280G)
  • Purchase Price Allocation for Tax Purposes
  • Estates & Trusts
  • Charitable Contributions
  • Structuring & Restructuring
    • Forgiveness of Debt
    • Call or Put Options Upon End of Compliance Period in LIHTCs and NMTCs Deals 

Learn More

Forensic & Dispute Advisory Services

Our team collaborates with our Forensic & Dispute Advisory practice to provide a full spectrum of consulting and litigation support services involving valuation and business damages. Our services may involve multiples stages of the litigation process, including pre-litigation consulting to settle a dispute, and can continue throughout the discovery, deposition, trial preparation and trial processes.

  • Arbitration
  • Business Valuation
  • Claims & Disputes
  • Domestic & International Arbitration
  • Economic Damages
  • Financial Damages
  • Lost Profits
  • Shareholder Disputes

Learn More

Financial Reporting & Compliance

Our clients represent a complex landscape that contains both U.S. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) accounting provisions, which require some measurement of fair value. The valuations our team provides will give you confidence in your next business move.

  • Business & Portfolio Company Valuations
  • Purchase Price Allocations (ASC 805/IFRS 3)
  • Intangible Assets
  • Real Estate
  • Contingent Consideration (Earnouts)
  • Rollover Equity
  • Inventory & Deferred Revenue
  • Fair Value Measurements and Disclosures (ASC 820/IFRS 13)
  • Goodwill or Indefinite Lived Intangible Impairment (ASC 350/IAS 36)
  • Long-Lived Asset Impairment (ASC 360/IFRS 36)
  • Stock Compensation (ASC 718/IFRS 2)
  • Incremental Borrowing Rates (ASC 842/IFRS 16)
  • Derivative Financial Instruments (ASC 815/IFRS 9)

Portfolio Valuation Services

Our team values a wide variety of illiquid investments to determine and report alternative investments’ performance, which is often required for financial reporting and tax compliance.

Private Debt

  • Private Debt Funds
  • Public & Private Business Development Companies (BDCs)

Private Equity

  • Private Equity Funds
  • Special Purpose Acquisition Companies (SPACs)
  • Family Offices

Learn More

Venture Capital

  • Early-Stage
  • Venture Debt

Learn More

Complex Securities

  • Mezzanine Debt
  • Convertible Notes
  • Equity Investments in Complex Equity Structures
  • Options & Warrants

M&A Consulting

Whether buying or selling, understanding the value drivers of the business is key. Our professionals utilize valuation and industry knowledge, along with proprietary databases, to help clients understand these value drivers.

  • Calculations of Value
  • Financial Modeling
  • Business Entities Entering Buy-Sell Agreements
  • Due Diligence & Transaction Support
  • Section 382 Ownership Change

Real Estate Valuations

Our dedicated team of highly qualified, experienced professionals focus on real estate consulting, valuations and appraisals of operating businesses, holding companies and funds, syndicators, fractional ownership interests and purchase price allocations.

Cherry Bekaert’s Valuation Services practice can assist with a full range of real estate valuation solutions under the following specific driving purpose:

Financial Reporting

  • Lease Valuation & Consultation Under ASC 840 / ASC 842
  • Purchase Price Allocations (ASC 805)
    • Real Estate Operating Businesses: Construction, Development, Asset Management & Property Management Companies
    • At the Subject Real Estate Property Level
    • At the Holding Company Fund & Syndicator Level
    • Portfolio Acquisitions
    • Intangible Assets
  • Portfolio Valuations
  • Impairment Studies (ASC 350 / ASC 360)
  • Debt & Equity Positions
  • Mortgage-Backed Securities & Mortgage Servicing Rights (ASC 860)
  • Appraisal Review & Consultation

Strategic Financing Services

Our team provides valuations for low-income housing tax credit (LIHTC) and new market tax credit (NMTC) structures and deals.

We have conducted and consulted on hundreds of valuations of fractional ownership interests in upper- and lower-tier real estate holding companies and funds owning, managing and operating NMTCs deals and affordable housing LIHTC properties.

Learn More

Private Equity Services

  • Preferred Stock, Promote & Carried Interests
  • Debt & Equity Positions
  • Acquisitions & Portfolio Analysis

Learn More

Consulting Services

  • Limited & General Partner Ownership Interests
  • CLOs
  • Benchmarking Analysis
  • Market Studies
  • Buy & Sell Agreements

Tax Compliance

When a proof of valuation is required for certain tax regulations, let our team of valuation specialists guide you forward in the development of a strategy and analysis.

  • 409A Valuations
  • International Tax
  • Tax Restructuring Valuations
  • Valuation of Non-Compete Agreements (280G)
  • Purchase Price Allocation for Tax Purposes
  • Estates & Trusts
  • Charitable Contributions
  • Structuring & Restructuring
    • Forgiveness of Debt
    • Call or Put Options Upon End of Compliance Period in LIHTCs and NMTCs Deals 

Learn More

Forensic & Dispute Advisory Services

Our team collaborates with our Forensic & Dispute Advisory practice to provide a full spectrum of consulting and litigation support services involving valuation and business damages. Our services may involve multiples stages of the litigation process, including pre-litigation consulting to settle a dispute, and can continue throughout the discovery, deposition, trial preparation and trial processes.

  • Arbitration
  • Business Valuation
  • Claims & Disputes
  • Domestic & International Arbitration
  • Economic Damages
  • Financial Damages
  • Lost Profits
  • Shareholder Disputes

Learn More

REPORT

Use It or Lose It: Estate Tax Exemption “Sunset”  

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Our Professionals

Connect With Us

Gustavo Perez

Valuation Services Leader

Partner, Cherry Bekaert Advisory LLC

Contact Our Valuation Services Team