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Valuation & Investigation Services

Don’t risk incorrect valuations or drawn-out disputes. When businesses need independent, reliable valuations or proven litigation support, they turn to Aprio. 

Fair value accuracy. Regulatory scrutiny.
Forensic risk.

Account for Anything™ with Aprio

When it comes to valuation and investigation, we know that speed, accuracy, and actionable insights are what you need— whether to satisfy internal or external reporting requirements or to resolve a pressing legal matter.

You can count on Aprio to provide the precise, data-driven results you rely on to manage risk and support better decision-making. Our independent valuation process is driven by rigorous analysis and informed judgement, and we work across practice groups to deliver reliable valuations that stand up to even the toughest regulatory scrutiny. We bring the same level of rigor to litigation support and dispute resolution, leveraging cross-industry experience to help you identify risks and resolve legal matters quickly while reducing the burden on your internal teams.

Our Focus Areas

Our dedicated professionals deliver accurate technology-enabled solutions faster than our competitors across a wide spectrum of valuation and investigative needs:

  • Fund Services Valuations

    Our team provides comprehensive fund services valuations, including portfolio valuations, 409A valuations, management incentive plan (MIP) analyses, and transaction opinions.

  • Valuation of Complex Financial Instruments

    We deliver specialized valuations for complex financial instruments such as derivatives, debt, convertible debt, stock compensation, earnouts, 409A valuations, and equity interests.

  • Financial Reporting, Tax, & Shareholder Services

    Our team supports financial reporting, tax, and shareholder needs through purchase price allocations, gift and estate tax planning, shareholder buyouts, and business valuations.

  • Financial Modeling & Consulting

    We offer corporate development models, project valuations, Excel model-building, and consulting on modeling with options.

  • Infrastructure, Project Financing, & Appraisals

    Aprio provides appraisals and valuation support for renewable energy and mining projects, as well as financing analyses for other project types.

  • Disputes & Litigation Support

    Aprio delivers litigation support on matters like marital dissolution and damages analysis. We can also provide expert testimony for various legal matters.

  • Investigation Support

    Our investigation services include forensic accounting, asset tracing, fraud investigations, and independent anti-money laundering (AML) reviews.

  • Merger & Acquisition Guidance

    We provide M&A guidance that covers purchase price allocations, deal structuring and modeling, contingent consideration, and other transaction elements.

Your Valuation & Investigation Specialists

Putting Big 4 and large firm experience to work for you

Valuation & Investigation Resources

Frequently Asked Questions

What is the purpose of a business valuation?

Essentially, a business valuation determines the economic worth of a particular company. It can be an invaluable tool when making a wide variety of financial decisions, including the sale of the business, fundraising, and strategizing for the future.

If you’re seeking a business valuation, Aprio is here to help. No matter the motivator, we’ll deliver data-driven insights to help you make important financial decisions with confidence. Contact us today to learn more.

How is a business’s value determined?

Accounting professionals will often take many factors into consideration when performing a business valuation, including:

  • Income History & Forecasting
  • Market & Competitor Analysis
  • Assets & Liabilities
  • Liquidation Value

That said, every business is different. Aprio’s Business Valuations & Investigations team will consider the specific circumstances of your business and the goals of the valuation. Contact us today to learn more.

Why choose an independent firm for valuation and investigation?

Independent specialists like Aprio provide objective, defensible reports that stand up to auditor and regulator scrutiny—helping you mitigate risk and strengthen decision-making.

Don’t risk incorrect valuations or drawn-out disputes.

Contact Us
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