From the Blog: A Comprehensive Guide To Your Business Exit Options

Financial Reporting

Attain regulatory compliance and secure good standing with valuations that provide impartial, crystal clear insights for effective risk mitigation.

Simplifying the Complex

Financial reporting valuations provide clarity to stakeholders and can prevent potential regulatory issues or disputes. As trusted partners to premier audit firms, Objective provides defensible and accurate valuations, underpinning the integrity of financial reports. Our expertise ensures clarity for stakeholders, mitigates regulatory challenges, and fortifies your business’s standing in a competitive landscape.

Purchase Price Allocation (PPA), ASC | 805

In the world of M&A, a rigorous Purchase Price Allocation (PPA) is more than a compliance requisite; it’s a strategic tool, vital for transparency, regulatory adherence, tax optimization, and informed decision-making.

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Portfolio Company Valuations,
ASC | 820

In private equity and venture capital, Portfolio Company Valuations aligned with ASC 820 are pivotal. Beyond compliance, these valuations serve as essential tools for precision, transparency, and strategic foresight.

Goodwill Impairment,
ASC | 350

Objective specializes in meticulous assessments of goodwill, ensuring accurate valuation in line with ASC 350. Our expertise safeguards businesses from potential overvaluations, providing clarity and confidence in financial reporting.

Complex Financial Instruments, ASC | 815

Complex Financial Instruments span a diverse range of derivatives and hedging mechanisms, each with its unique intricacies. ASC 815 sets the benchmark for their transparent and accurate representation, emphasizing both risk management and the economic effects of these instruments on financial statements. 

Compensation, ASC | 718

In today’s fast-paced corporate world, where innovation drives equity rewards and performance incentives, ASC 718 sets the rules for such compensations. It ensures they align with employee aims and company objectives. 

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When Might You Need Financial Reporting?

Regular Operations

Even without any special events or changes, businesses often need to prepare regular financial statements (income statement, balance sheet, cash flow statement, etc.) for internal decision-making, monitoring financial health, and setting future strategies.

Seeking External Financing

Whether it’s a loan from a bank or attracting equity investors, external financiers typically require detailed financial statements to assess the health and viability of a business before providing funds.

Regulatory Compliance

Publicly traded companies are mandated by regulatory bodies (like the SEC in the U.S.) to provide periodic financial statements to protect investors and ensure market transparency. Similarly, private companies may have local or state regulatory reporting requirements, especially for tax purposes.

Stakeholder Assurance

Stakeholders, including shareholders, creditors, suppliers, and even employees, often seek financial reports to gain confidence in the company’s stability and future prospects.

Budgeting and Forecasting

While this may not be “reporting” in the traditional sense, financial reports from previous periods serve as a foundation for projecting future revenues, expenses, and capital needs.

Audit Requirements

Some businesses, due to their size, investor requirements, or other regulations, undergo periodic external audits. Accurate financial reports are the starting point for these audits.

Contractual Obligations

Contracts, like bond covenants or lease agreements, may require businesses to maintain certain financial ratios or benchmarks, necessitating regular financial reporting to monitor compliance.

Litigation or Legal Matters

In the event of legal disputes or potential litigation, having accurate and up-to-date financial reports can be essential to support a company’s position or to assess any potential financial impacts.

Strategic Planning

For setting long-term goals, expanding into new markets, or launching new products, business owners rely on financial reports to make informed decisions based on past performance and current financial standing.

Purchase Price Allocation (PPA) Sample Valuation Report

To download a sample report with insights and commentary from our experts, provide your information below.

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Simplify the Complex with Accurate Financial Reporting Valuations

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