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VALUATION

Our Approach

SD Mayer provides an objective and independent assessment of your business valuation, company valuation or startup valuation. Our sophisticated assessment methodologies can fulfill the most complex financial reporting and tax requirements. We follow and monitor the changing regulations and provide feedback to the Financial Accounting Standards Board and the International Accounting Standards Board as they develop implementation guidance and new financial reporting rules regarding business valuation implications.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each business valuation client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

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Analytical and Valuation Services

Valuation of a company requires a team of professionals that can understand the nuances of different types of businesses and industries to make an informed analysis and review of the facts.  As your most significant financial asset, we take this seriously and our team has decades of experience working on valuations of companies just like yours.

Financial and Tax Reporting

New, stricter regulations are requiring companies to perform valuation analysis for a variety of financial and tax reporting purposes. The valuation related regulatory requirements continue to grow, and you need to stay on top of the extensive updates.

Our team has worked with all types of companies across all industries and have decades of experience under their belts. We are backed by our global resources, including our membership in the BDO Alliances which provides access to experienced professionals across the nation in every state of the country.

Our financial and tax reporting services include:

Financial Reporting

  • Tangible and Intangible Asset Valuation
  • Purchase Price Allocations
  • Business Interest and Equity Valuation
  • Derivatives and Complex Financial Instruments
  • Impairment Testing
  • Stock Based Compensation
  • Fresh Start Accounting
  • Portfolio Valuation 

Tax Reporting

  • 409A Equity Valuation
  • 280G Covenant not to Compete Valuation
  • 1060 Purchase Price Allocations
  • Stock Based Compensation
  • Foreign Investment in Real Property Tax (FIRPTA)
  • Tax Restructuring Valuation
  • Charitable Contributions
  • Business Interest, Partnership Interest, and Equity Valuation
  • Legal Entity Valuation
  • Estate and Gift Tax Valuation
  • C-Corp to S-Corp Valuation

THE TEAM

Stephen D. Mayer, CPA
Founder & Managing Partner
Brian Ham
Controller
Chris Cardwell, CPA
Partner, Audit
Rick Hillsbery, CPA/PFS, CFP®, CKA®
Partner, Wealth Management
W. Noel McNabola, CPA
Partner, Tax
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