Our careful analysis and assessment of the entities, coupled with the time we dedicated to understanding the structures, resulted in a strategic method for the most efficient way to value the company. We were able to structure the project deliverable into just a half-dozen reports covering 20+ entities, which eased the valuations’ complexity. This benefited not only the owners, but also the auditors, IRS, and other potential users of the valuation. We used creative thinking to develop a process to increase efficiency that resulted in a less expensive solution for the client.
