Valuation Services for Accountants

Excelsior provides valuation and related services to accountants and their clients. We are positioned to assist accountants, auditors, and other valuation professionals.

Consulting & Valuation Services for Accountants

Excelsior provides valuation and related services to accountants and auditors, and their clients. We are regularly trusted by CPAs, ranging from small firms to the Big 4, to meet their client’s valuation needs. We provide independent, robust, and logically communicated deliverables to make even the most complex analyses understandable.  

In addition, as an independent firm we are positioned to assist accountants and auditors with the review of valuation opinions arrived at by their clients or other third-party valuation professionals.  We pride ourselves on exceptional communication, broad experience across industries and valuation purposes, and understanding our role in the process while rendering unbiased opinions.

Our services include: 

  • Financial Reporting Valuation Services, including:

    • Opening Balance Sheet Purchase Price Allocation

    • Stock Compensation Expense

    • Impairment Testing

    • Fair Value Measurement of Debt, Derivatives & Other Securities

  • Common Stock Valuations for IRC 409(a) Purposes

  • Gift & Estate Tax Valuation

  • Audit Support Services

Delivering diverse solutions to every situation.

Excelsior delivers a team of professionals dedicated to delivering valuation and accounting services to the highest standards for our clients. We pride ourselves on being an independent and highly-skilled resource, combining deep valuation knowledge and experience with a detailed, client-focused approach to deliver exceptional outcomes.

With over 15 years of experience in valuation and 20+ years of accounting experience, our team is built on a foundation of experience and collaboration. We are committed to providing innovative, results-driven solutions that empower our clients to achieve their goals with confidence.

Partnering together for your valuation and accounting needs.

Our team is ready to work with you to develop a customized and innovative solution to meet your specific needs.

Examples of Recent Engagements

  • Redpath

    Excelsior Business Advisors provided valuation services to Redpath to value certain assets acquired and liabilities assumed by its client.

  • Hoberman & Lesser

    Our team provided audit assistance to Hoberman & Lesser to review fair value measurements undertaken by its clients.

  • Newport Advisory Partners

    We assisted Newport Advisory Partners with valuation services to value certain assets acquired and equity interests issued by its client.