Valuation Services

A reporting unit missed plan and the test is due

An annual goodwill test, or an interim test after a triggering event, needs a reporting unit DCF, market comparables and a carrying value reconciliation that hold up in review.

Analysis support only. We do not issue formal valuations.

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What's included

  • Reporting unit DCF and discount rate analysis
  • Guideline public company analysis
  • Carrying value reconciliation by reporting unit
  • Workpapers the valuation firm and auditor can review

How it runs

How it's priced: Hourly or weekly capacity

  1. Confirm the reporting units

    We map reporting units, carrying values and the forecast management has approved.

  2. Build the fair value analysis

    DCF, market comparables and market participant assumptions for each reporting unit.

  3. Reconcile and hand over

    We reconcile fair value to carrying value and hand the workpapers to the firm that signs.

How we keep you updated

  • A written status note every week, and a call when something needs one
  • You review the draft before anyone else sees it
  • A call before findings are shared
  • Findings that affect price come with one clear recommendation

What it covers, and what it does not

Covers

  • Reporting unit DCF and discount rate analysis
  • Guideline public company analysis
  • Carrying value reconciliation

Does not cover

  • The impairment conclusion or any formal valuation: the valuation firm that signs
  • Assurance on the financial statements: the company's auditor
At EY I worked on ASC 350 goodwill impairment for major public-company reporting units, building the DCF and market comparables analysis. The conclusion stays with the firm that signs.

Sushil Krishnan (Soosh), Founder

Ready to talk through the engagement

A short intro call to see if this is the right work.

Book a call