Valuation Services

ValuationServices

Independent, defensible valuation services helping U.S. businesses navigate transactions, financial reporting, tax, and disputes with confidence.

Value. Verified. Defended.
diamond-icon

Overview

Value.Verified.Defended.

U.S. businesses face valuation challenges across every stage of their lifecycle, from transactions and tax filings to financial reporting and complex disputes.

An unsupported or poorly documented valuation exposes businesses to IRS challenges, audit findings, litigation risk, and failed deal closings.

WEchartered delivers rigorous, independent valuations that are thoroughly documented, professionally credentialed, and built to withstand scrutiny from auditors, regulators, and courts.

Our Valuation Services

Business Valuation

We provide independent, fully documented business valuations for M&A transactions, shareholder disputes, strategic planning, and regulatory purposes across U.S. industries.

Business Valuation

  • Fair Market Valuation
  • M&A Valuation
  • Shareholder Dispute Valuation
  • Enterprise Value Analysis

Financial Reporting Valuation

We deliver ASC 805, ASC 820, and purchase price allocation valuations that meet U.S. GAAP requirements and withstand auditor and regulatory scrutiny.

Reporting Valuation

  • ASC 805 Valuation
  • ASC 820 Fair Value
  • Purchase Price Allocation
  • Intangible Asset Valuation

Tax Valuations

We prepare IRS-compliant valuations for estate and gift tax, transfer pricing, charitable contributions, and equity compensation purposes across U.S. federal and state tax frameworks.

Tax Valuation

  • Estate Tax Valuation
  • Gift Tax Valuation
  • Transfer Pricing Valuation
  • 409A Valuation

Expert Witness

Our credentialed valuation experts provide independent opinions and testimony in U.S. commercial litigation, arbitration, and regulatory proceedings involving disputed values and damages.

Expert Testimony

  • Expert Witness Testimony
  • Litigation Valuation Support
  • Damages Quantification
  • Arbitration Valuation

Portfolio Valuation

We deliver consistent, audit-ready portfolio valuations for private equity, venture capital, and investment fund clients under ASC 820 fair value standards.

Portfolio Valuation

  • Private Equity Valuation
  • ASC 820 Compliance
  • Fund Portfolio Valuation
  • Venture Capital Valuation

Restructuring Valuation

We provide independent valuations of distressed businesses and assets to support creditor negotiations, Chapter 11 proceedings, and restructuring plan development.

Distressed Valuation

  • Distressed Asset Valuation
  • Chapter 11 Valuation
  • Creditor Valuation Support
  • Solvency Opinions

Real Estate Valuations

We provide USPAP-compliant real estate valuations for commercial and residential properties supporting transactions, financial reporting, tax planning, and litigation across the U.S.

Real Estate Valuation

  • Commercial Property Valuation
  • USPAP Compliant Appraisal
  • Real Estate Tax Valuation
  • Investment Property Valuation
diamond-icon

Industries We Serve

Who We Work With

Manufacturing

Private Equity

Delivering ASC 820 portfolio valuations and transaction support for U.S. private equity funds and investors.

Real Estate

Real Estate

Providing USPAP-compliant appraisals for commercial, industrial, and investment properties across U.S. markets.

Technology_icon

Technology

Valuing intangible assets, IP, and equity awards for SaaS and technology companies at every growth stage.

Healthcare_icon

Healthcare

Supporting healthcare transactions, regulatory filings, and dispute resolution with independent clinical asset valuations.

Banking & Financial Services

Financial Services

Delivering fair value opinions and financial instrument valuations for banks, insurers, and asset managers.

Professional Services

Legal and Professional

Partnering with U.S. law firms to provide expert valuation opinions for litigation, arbitration, and dispute resolution.

diamond-icon

What We Offer

Independent Valuation Expertise Across Every Asset Class

From business and intangible asset valuations to real estate appraisals and expert witness engagements, WEchartered provides credentialed, purpose-built valuation services for U.S. businesses.

01

Transaction and M&A Valuation

We provide independent business valuations that support buy-side and sell-side transactions, ensuring deal pricing is defensible, well-documented, and acceptable to all transaction parties and their advisors.

02

Financial Reporting and Audit Support

Our team prepares U.S. GAAP-compliant valuations under ASC 805 and ASC 820, delivering the documentation and methodology rigor needed to satisfy auditors and pass regulatory review.

03

Tax and Estate Planning Valuation

We deliver IRS-compliant valuations for estate and gift tax, 409A equity compensation, charitable contributions, and transfer pricing, reducing exposure to IRS challenge and penalty risk.

04

Litigation and Dispute Valuation

Our credentialed experts prepare independent valuation reports and provide expert witness testimony in U.S. commercial disputes, shareholder litigation, and arbitration proceedings of all scales.

05

Distressed and Portfolio Valuation

We value distressed businesses, restructuring assets, and investment portfolios with the methodological consistency and audit-ready documentation required by creditors, regulators, and fund administrators.

diamond-icon

Our Process

How We Deliver Valuations

A disciplined four-step process ensuring every WEchartered valuation is accurate, well-supported, and defensible for its intended purpose.

  • 01

    Step 01

    Engagement Scoping

    We define the valuation purpose, standard of value, and appropriate methodology for your specific engagement.

  • 02

    Step 02

    Data and Analysis

    We gather financial data, conduct industry research, and apply rigorous quantitative analysis to support our conclusions.

  • 03

    Step 03

    Valuation and Review

    We apply selected methodologies, triangulate conclusions, and conduct thorough internal quality review before reporting.

  • 04

    Step 04

    Reporting and Support

    We deliver a fully documented report and provide ongoing support through audit, legal, or regulatory review processes.

diamond-icon

CASE STUDIES

Real-world examples of our work and impact.

discussion-image

Private Equity Fund Firm in the USA

A US-based private equity fund firm managing multiple portfolio companies approached WEchartered to improve its portfolio monitoring and financial oversight capabilities.

discussion-image

A CPA / Accounting Business in Australia

A well-established CPA and accounting services firm based in Australia approached WEchartered to address operational challenges caused by a shortage of skilled accounting professionals.

discussion-image

An Influencer Funding Firm in the USA

A rapidly growing influencer funding firm in the United States approached WEchartered to improve the efficiency of its outreach and lead discovery operations.

Valuation Services FAQs

An independent business valuation is a professional assessment of a company's fair market value conducted by a qualified, impartial advisor. U.S. businesses typically require valuations for M&A transactions, shareholder disputes, tax planning, financial reporting under ASC 805 or ASC 820, estate planning, and litigation support. WEchartered provides defensible valuations tailored to each specific purpose and regulatory context.
Financial reporting valuations follow U.S. GAAP standards including ASC 805 for business combinations and ASC 820 for fair value measurement, and are subject to auditor scrutiny. Tax valuations must comply with IRS guidelines and IRC provisions. WEchartered's team prepares both types with the documentation standards required for each specific regulatory and reporting framework.
Our valuation professionals hold recognized credentials including Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV), and Accredited Senior Appraiser (ASA) designations. Our team combines formal valuation qualifications with deep sector expertise, ensuring every engagement is led by professionals with the credentials and experience to produce reliable, defensible conclusions.
Yes. WEchartered's expert witnesses provide independent valuation opinions and testimony in commercial litigation, arbitration, and regulatory proceedings across U.S. federal and state courts. Our experts are experienced in presenting complex valuation methodologies clearly and withstanding cross-examination, supporting legal teams in disputes involving damages, shareholder disagreements, and contested transactions.
WEchartered applies all three primary valuation approaches: the income approach using discounted cash flow analysis, the market approach using comparable company and transaction multiples, and the asset-based approach using net asset value. The most appropriate methodology depends on the purpose, industry, and available data, and our team selects and documents the rationale for every engagement.
Portfolio valuations require consistent application of fair value standards across multiple assets, often under ASC 820 for investment funds and private equity. Real estate valuations apply market, income, and cost approaches in line with USPAP standards. WEchartered delivers both with the rigor and documentation needed for auditors, regulators, and transaction counterparties.
background-image
diamond-icon

CONTACT US

Talk to a US Advisory Expert Today

Whether you need tax guidance, audit support, or a long term financial strategy partner, our US team is ready to engage quickly and effectively. Get in touch and take the first step toward financial clarity.

Select...
Select...