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Asset and business valuation consulting services

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Advanced valuation techniques ensure accurate reporting.
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Helping you determine accurate value for your complex assets

As middle market organizations grow, valuing their assets becomes more challenging. Requirements around fair value reporting of tangible and intangible assets can be extremely ambiguous; failing to report them accurately can lead to penalties. With mergers and acquisitions increasing and transaction structures becoming more complicated, accurate asset valuation is more critical than ever.

RSM’s full-service valuation advisory practice has the resources to meet your needs for accurate, transparent reporting. We have credentialed professionals with years of experience in business, real estate and fixed asset valuation, so you can be sure you’re appropriately measuring the value of your assets. To meet your tax and financial reporting needs, we supply reliable valuation analyses based on our deep knowledge of accounting and tax compliance issues, regulatory and industry changes and the latest business valuation developments.

RSM valuation success stories

Taking a private company public on an accelerated timeline

In order to go public, the company had to adopt new revenue recognition standards and new lease accounting standards. This was especially challenging because the company had nearly 40 decentralized operating subsidiaries.

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RSM helps bring a comprehensive valuation experience to the client

One of the key services of the RSM valuation practice is to complete purchase price allocations for financial reporting purposes for business combinations. RSM was able to provide a balance of industry, technical experience, and knowledge.

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Helping a BDC with relevant, reliable and timely valuations

This financial services organization chose RSM to provide valuation services for its BDC fund prior to its listing on the NASDAQ exchange, based on the team’s knowledge and understanding of the nuances of middle market leveraged loans.

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Our valuation services can help you in multiple areas

Accurate valuations have always been important, but never more than now. RSM has the experience and training to help middle market companies deal with the challenges they face in today’s competitive climate.

Complex financial instruments

CFIs are generally hard to value or high risk - or both. RSM’s technology-driven approach evaluates the impact of each of the instrument’s features on its overall value, giving you a comprehensive and accurate assessment almost effortlessly.

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Purchase price allocation

RSM understands purchase price allocations are no longer about simply meeting the basics. We examine the pre- and post-deal effects of asset and liability valuation to deliver value to you and your stakeholders.

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Fixed asset valuation

RSM regularly appraises property, plant, and equipment assets across multiple industries. That breadth of experience allows us to quickly identify core valuation requirements and deliver tailored, transparent, and cost-effective solutions to you.

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Real estate advisory

RSM has extensive experience analyzing and valuing many types of property, including office, retail, healthcare, multifamily, hospitality, and self-storage facilities. We focus on the small details as well as the big picture to help your bottom line.

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Fair value reporting
It’s a complex task to assess and accurately apply all the detailed rules surrounding fair value accounting (ASC 820). RSM brings a thorough understanding of accounting valuation techniques and asset valuation experience.
Estate and gift tax valuation
Few things are more complicated than gift taxes. RSM helps clients across industries develop gifting strategies that meet IRS requirements and assess, protect and maximize a lifetime of effort for retirement and future generations.
Impairment testing
Impairment testing - and ASC 350 and related compliance requirements - are complicated. RSM can help you with your analyses, review third-party appraisals, and work with your auditors to produce a reasonable valuation for your impairment determination.
Portfolio valuation
Our portfolio valuation experience can improve transparency and report for investors and other stakeholders. We use sound market analysis to ensure valuation conclusions are robust, defensible, and transparent.
Financial accounting services for transactions

The period following a transaction closing involves completion of a multitude of accounting and financial reporting requirements. RSM’s transaction accounting team can quickly prepare closing statements and a GAAP-compliant, audit-ready opening balance sheet. We draw on extensive experience with the post-close process to provide technical accounting, required valuations, purchase price allocation (PPA) and supporting documentation.

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