A fixed-fee, audit-defensible alternative for public companies, SPAC sponsors, and the auditors who rely on them. The work itself is well-defined math. We rebuilt the delivery model around it.
Convertible preferred stock · · Convertible notes · · SPAC overallotment & earn-outs · · Purchase price allocations
Specialty valuation is billed hourly. Engagements routinely run six figures, with the final number unknown until the invoice arrives. CFOs enter each quarter unable to budget the line item.
Industry cycle times of two to six weeks routinely push quarterly and annual filing timelines. For SPACs in de-SPAC mode, that is a material disclosure risk with no upside.
Inconsistent methodology across firms creates re-work between the specialist, the audit team, and the company. Every cycle costs hours of partner-level reconciliation.
You know the price before you sign. No hourly billing, no scope creep, no surprise invoice. Pricing is structured per instrument, with a complexity multiplier only where embedded features warrant it.
Standard valuations delivered in days, not weeks — tight enough to keep your filing timeline intact and give your audit team real runway instead of a last-minute scramble.
Every input is documented and every calculation is traceable. A methodology memo is delivered with each report, written to survive partner-level review at a Big-4 or regional firm.
Fair value measurement of embedded conversion features — including anti-dilution provisions, conversion caps, soft calls, and other negotiated terms.
Valuation of down-round protection, redemption features, and conversion mechanics, isolating each embedded derivative for fair value treatment.
Underwriter overallotment options, earn-out shares, and related derivative instruments — the work that lands directly in your de-SPAC S-1.
Allocation of purchase consideration in business combinations — identification and fair value measurement of acquired intangible assets, contingent consideration, and assumed liabilities, prepared for audit review.
Independent re-calculation of an existing valuation, delivered with a side-by-side diff and a written basis for any differences identified — for audit support or internal validation.
A 30-minute call to confirm the instrument, its terms, and the basis-of-preparation assumption set.
A one-page engagement letter with a fixed fee and a delivery date. You sign before any work begins.
Our calculation engine runs the valuation. A senior valuation specialist audits every step before delivery.
You receive the report, methodology memo, and audit-support package. We stay engaged through auditor review at no additional charge.
CFOs and controllers at sub-$300M US-listed issuers.
Managing de-SPAC accounting, earn-outs, and overallotment.
Seeking a specialist for derivative liability work.
Needing independent valuation review.
Initial consultations are complimentary. Tell us the engagement and your filing timeline, and we will respond within one business day.