Excelsior is a solution-oriented business valuation advisory firm.

We partner with our clients and their advisors to deliver the required level of service through experience and technical expertise.

We understand that not all client needs and capabilities are identical.

Our services are tailored to meet the needs of our clients, and we are uniquely positioned to balance our service offerings to fit their needs. By providing integrated valuation and accounting services, we can offer seamless, solution-oriented service to our clients.

Our services are used for financial reporting, tax reporting and planning, transaction and business decision-making purposes, and dispute resolution.

Our Financial and Valuation Advisory Services

Excelsior serves clients in the middle market, including sponsor-backed companies, publicly traded companies, and closely-held business entities.

Financial Reporting Valuation

Providing robust valuation services for acquisition accounting, stock-based compensation, asset impairment testing, and other mark-to-market fair value reporting analyses while supporting our clients through the audit process.

Corporate Tax Valuation

Our valuations have been used for IRC 409a (fair market value of common equity), legal-entity realignment, as well as tax controversies.

Technical Accounting Services

Our team of CPA’s provide technical accounting advisory services regarding fair value accounting and disclosure issues, including acquisition accounting, stock-based compensation, impairment testing, and financial instruments.

Trust and Estate Tax Valuation

Our team provides services to high-net-worth individuals and their advisors regarding the fair market value of closely-held assets and valuation discounts, as appropriately applied. 

Corporate Financial Modeling

We are positioned to review and prepare strategic financial models and internal reporting tools to assist strategic and finance professionals with decision-making.

Articles and Thoughts

Minnesota Adult Use Cannabis Industry
Considerations and Opportunities for Cannabusiness Operators

In this article, we explore some of the key business opportunities and financial considerations arising from Minnesota’s cannabis bill which will take effect August 1, 2023.

The Importance of Hiring a Valuation Professional in Divorce Proceedings

A recent divorce case that appeared before a Minnesota Appeals Court highlights the importance of engaging a valuation expert where closely held business interests form part of the marital estate.

Archive

Find previously published and archived articles here.

Contact Us

Excelsior’s team of experts is ready to connect with you to build a solution-oriented plan that’s tailored to your needs.