Valuation Services Designed for Clarity
We offer three core services, each delivered with thorough analysis, clear documentation, and collaborative support throughout the engagement.
Back to HomeOur Service Approach
Each of our services addresses a specific valuation need, but they share a common foundation: recognized methodologies, clear documentation, and a collaborative process that keeps you informed and involved throughout.
Whether you need a business valuation for a transaction, an intangible asset assessment for financial reporting, or purchase price allocation for an acquisition, we bring the same commitment to clarity and thoroughness to every engagement.
The right service depends on your specific situation and objectives. We're happy to discuss which approach best fits your needs and how we can tailor our methodology to serve your particular requirements.
Our Services
Three specialized services addressing the most common valuation needs businesses face, each delivered with the same high standards of analysis and communication.
Business Valuation
Providing thorough, defensible valuations of businesses and business interests for various purposes including transactions, estate planning, and dispute resolution. We apply recognized valuation methodologies, document our analysis clearly, and present our conclusions in a format appropriate for the intended audience.
Intangible Asset Valuation
Assessing the value of intellectual property, customer relationships, brand equity, and other intangible assets that often represent significant organizational worth. We use established techniques appropriate to each asset type and provide detailed reports supporting our findings. Suitable for financial reporting and strategic planning.
Purchase Price Allocation
Allocating acquisition costs to acquired assets and liabilities in accordance with financial reporting standards. We identify and value tangible and intangible assets, determine useful lives, and prepare the supporting documentation your auditors will need. The process is managed collaboratively with all parties involved.
What to Expect
Regardless of which service you need, our process follows a consistent framework designed to ensure quality and maintain clear communication throughout.
Initial Consultation
We discuss your specific needs, the purpose of the valuation, timing requirements, and any particular considerations that matter to your engagement. This helps us tailor our approach appropriately.
Engagement Terms
We provide a clear engagement letter outlining scope, deliverables, timeline, and fees. This ensures we're aligned on expectations before work begins.
Collaborative Process
Throughout the engagement, we maintain regular communication, provide progress updates, and involve you at key decision points. Your input helps ensure the deliverable meets your needs.
Delivery and Support
We present our findings, discuss the analysis, and remain available for follow-up questions. Our engagement doesn't end when the report is delivered—we're here to support your use of the results.
Common Questions
How do I know which service I need?
The right service depends on your specific situation and objectives. Business valuation is typically used for transactions, estate planning, or dispute resolution. Intangible asset valuation is often needed for financial reporting or strategic planning. Purchase price allocation is required after acquiring a business. We're happy to discuss your needs and help you determine the appropriate approach.
What information will you need from me?
The specific information requirements vary by service type, but generally include financial statements, operational data, industry information, and details about what's being valued. We provide a comprehensive request list at the start of each engagement and work with you to gather what's needed.
How long does the process take?
Timeline varies based on complexity and information availability. A straightforward engagement might take several weeks, while more complex situations can require additional time. We discuss timing during our initial consultation and provide regular updates throughout the process.
Will the results be acceptable to my auditors or other stakeholders?
We apply recognized professional standards and methodologies that are widely accepted by auditors, legal counsel, and other professionals. Our documentation is designed to meet the requirements of these various audiences. We're also available to discuss our findings with your other advisors if needed.
What if my situation involves multiple services?
Some situations benefit from combining services. For example, a business acquisition might require both business valuation and purchase price allocation. We can structure engagements to address multiple needs efficiently, coordinating the work to avoid duplication and provide integrated analysis.
Why Choose Palladian
Recognized Methods
Professional standards and defensible conclusions
Clear Documentation
Reports you can understand and use with confidence
Collaborative Process
Partnership throughout your engagement
When you choose Palladian, you're choosing a valuation partner who values clarity, integrity, and collaboration as much as technical excellence. We're here to support your specific needs with analysis you can trust and documentation you can understand.
Ready to Discuss Your Valuation Needs?
We're here to answer your questions and help you understand which service would work well for your situation. Reach out to start a conversation.
Contact Us