Valuation Services

Gain Clarity Around Value at Critical Moments

The need for valuation services often arises during periods of growth and change, including acquisitions, restructurings, equity issuances, succession planning, audits, and tax filings. MGO’s Valuation Services Practice helps you navigate these moments while reducing delays, compliance concerns, and uncertainty.

We can assist you with:

Compliance with complex accounting and tax requirements
Valuation analyses for audits, transactions, and ownership transitions
Evaluation of complex securities, equity structures, and strategic alternatives
Identification of key value drivers and opportunities to strengthen valuation processes

Because MGO serves clients across industries including financial services, private equity, cannabis, and technology, we bring industry-specific perspective alongside valuation experience. Our team delivers practical, defensible analyses designed to support informed decision-making.

Valuation Services Tailored to Your Needs

Financial Reporting Compliance Valuation Services

Purchase price allocations (ASC 805): MGO’s valuation professionals provide estimates of value for assets and liabilities, as well as assessments for transaction-related items, in connection with mergers and acquisitions. Our analyses support financial reporting compliance while providing insights regarding the financial impacts of transactions.
Goodwill impairment testing (ASC 350 and ASC 360): Obtain goodwill and long-lived asset impairment analyses to assist with financial reporting requirements. Assess whether changes in market conditions, operations, and/or financial performance may impact asset values.
Stock-based compensation analyses (ASC 718): Value stock options, restricted stock units, and other equity-based compensation issuances to support financial reporting requirements and audit readiness.
Complex security analyses: Analyze common and preferred equity ownership interests, debt instruments, options and warrants, carried interest ownership, contingent considerations, and other securities related to reporting obligations, strategic planning, and transaction planning.

Tax Reporting Compliance Valuation Services

Purchase price allocations: Address transaction-related tax reporting requirements while gaining insight into the potential tax impacts of an acquisition through tax-focused purchase price allocation analyses.
Legal entity analyses: Analyze valuation implications and assess the impact of structural changes in connection with corporate restructurings — including acquisitions, dissolutions, and internal reorganizations.
409(a) stock-based compensation analyses: Our team provides independent 409(a) valuation analyses to support equity compensation programs and compliance with tax regulations related to security issuances and deferred compensation.
280(g) covenant-not-to-compete analyses: Evaluate potential excess parachute payment exposure and related tax implications in connection with compensation arrangements and non-compete agreements associated with transactions.
338 election impact analyses: Assess the valuation and tax implications associated with Section 338 elections, helping evaluate transaction structures and potential tax outcomes.
382 net operating loss limitation analyses: Evaluate ownership changes and the potential impact on the utilization of net operating losses under Section 382 limitations.

Estate Planning and Gift Tax Valuation Services

Valuation of minority interests and privately held securities: Value ownership interests in corporations, partnerships, and limited liability companies for estate planning, gifting, succession planning, and tax reporting purposes.
Discount for lack of marketability and lack of control analyses: Support the transfers of ownership interests and address valuation considerations related to liquidity, control, and voting rights with discount analyses and studies.
Strategic alternative assessments: Evaluate succession plans, ownership transfers, buyouts, and potential exit strategies designed to maximize shareholder value and support long-term planning goals.

Portfolio Valuation Services

Governance, policy, and procedure reviews: Prepare, evaluate, and/or strengthen valuation governance frameworks, policies, and internal procedures to improve consistency, oversight, and reporting practices for your fund or asset management firm.
Independent price verification and valuation analyses: Our professionals provide independent valuation assessments and price verification services to support reporting accuracy and satisfy stakeholder expectations.
Consistency assessments: Review valuation methodologies across client investment portfolios or business units to identify inconsistencies, improve alignment, and support audit and review processes.
Valuation training and education: Receive customized valuation training sessions, workshops, and educational support for management teams, investment professionals, boards, and legal advisors in connection with continuing professional education requirements.

Transaction Advisory Valuation Services

Valuation diligence and value bridge analyses: Assess valuation assumptions, identify key value drivers, and evaluate differences between expected and realized transaction value in connection with potential acquisitions or divestitures.
Synergy assessments: Analyze operational and financial synergies associated with acquisitions to expand understanding of potential returns and integration opportunities.
Preliminary purchase price allocations: Evaluate deal structures and anticipate post-transaction reporting impacts with preliminary allocation analyses.
Divestiture valuation opinions: Assess strategic alternatives and transaction considerations through valuation analyses designed to support divestiture planning.
Exit strategy analyses: Evaluate exit opportunities and ownership transition strategies, while identifying opportunities to optimize value.
Financial and business modeling: Develop financial models and valuation templates to help evaluate transactions, forecast outcomes, and support strategic decision-making.

Litigation and Dispute Services

Dispute resolution: Our team provides valuation support related to commercial disputes, arbitration matters, and settlement discussions involving business or ownership interests.
Shareholder disputes and litigation: Analyze valuation tied to shareholder disagreements, partner separations, ownership transfers, and related litigation matters.
Lost profits and lost business value analyses: Assess economic damages, lost profits, and business value impacts associated with disputes, business interruptions, and litigation-related claims.

Our Perspective, Your Benefit

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Advisory Leaders Ready To Serve You

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.