Valuation & Investigation

When clients need thoughtful, independent fair values or a specialist in a dispute or forensic services, they call Aprio. We solve complex problems with client-focused, technology-enabled solutions that are delivered by our professional team.

Overview

Technology-Enabled Valuation and Investigation Services

Our clients come first. We understand that speed, accuracy, and thoughtful analysis are what you need, whether for internal or external reporting or in a pressing legal matter.

You can count on Aprio to listen and provide you with precise, data-driven insights that support informed decision-making and manage risk. Our full-service valuation and investigation solutions are specifically designed to provide you with value- added service. 

We believe that your success lies in the contextual detail we deliver to your end users. That’s why our valuation and investigation process is supported by rigorous analysis and informed judgment that conforms strictly to applicable professional standards. By working across practice groups and leveraging industry knowledge, our specialists deliver personalized, technology-enabled services at the speed you want—all with the audit or regulator support and limited impact on your resources that your company needs. 

Who We Serve

Providing Independent Perspective and Expertise Throughout the Growth Journey

Whether you require fair value for internal or external reporting, we bring experience in complex instruments and privately held businesses. We also bring that same level of knowledge to litigation and forensic cases.

Private Equity & Credit

Aprio performs portfolio valuations for many clients, from family offices to $100b+ AUM funds. We are also well-versed in MIP valuation, complex instruments, 409a, and transaction opinions.

Energy

Get trusted guidance on stock compensation, derivatives and hedge accounting, gift & estate tax planning, project financing appraisals, and purchase price allocations.

Law Firms

Aprio has a wealth of experience in providing testimony for valuation, securities, and marital dissolution. We can also help with general damages calculations, forensic accounting, asset tracing, and gift & estate tax valuation.

Technology & Blockchain

Aprio can assist your company with Anti-Money Laundering (AML) reviews, purchase price allocations, 409a and other tax valuations, and stock compensation.

Government Contractors

Our team has the experience to help you with Anti-Money Laundering (AML) reviews, purchase price allocations, 409a and other tax valuations, and asset tracing.

Family Office Managers

Aprio can provide assistance with portfolio valuation, MIP valuation, complex instruments, 409a, transaction opinions, and gift & estate tax valuations.

How We Help

Precision-Driven Solutions That Deliver Clarity

Whether you’re seeking a successful transaction or hoping to withstand scrutiny from auditors, the IRS, or an opposing party, Aprio can help you achieve your goals with confidence.

Fund services
  • Portfolio valuation
  • 409a
  • MIP
  • Transaction opinions
Complex financial instruments
  • Derivatives
  • Debt
  • Convertible debt
  • Stock compensation
  • Earnouts
  • 409a
  • Equity
Financial reporting, tax & shareholder services
  • Purchase price allocations
  • Gift and estate tax planning
  • Shareholder buyouts
  • Business valuation
Financial modeling & consulting
  • Corporate development models
  • Project values
  • Excel model-building
  • Consulting on modeling with options
Infrastructure, project financing, & appraisals
  • Renewable energy projects
  • Mining projects
  • Financing appraisals for other project types
Disputes & litigation support
  • Marital dissolution
  • Business valuation
  • Damages expertise
  • Expert testimony for other types of legal cases
Investigations
  • Forensic accounting
  • Asset tracing
  • Fraud investigation
  • Anti-money laundering (AML) independent reviews
Mergers & acquisitions
  • Purchase price allocations
  • Deal structuring and modeling
  • Complex valuation of warrants, contingent consideration, etc.
Fund services
Complex financial instruments
Financial reporting, tax & shareholder services
Financial modeling & consulting
Infrastructure, project financing, & appraisals
Disputes & litigation support
Investigations
Mergers & acquisitions

Why Aprio

Leverage the Experience, Scale, and Reach of a Global Provider

Partner with a recognized leader in valuation and investigative services. Powered by deep technical knowledge and cutting-edge technology, Aprio has a proven track record of providing high-quality business valuation solutions that can stand up to the scrutiny of auditors and regulatory authorities.

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Hedge fund fraud investigation supported by Aprio

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Private equity funds trust Aprio with their valuation needs

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Faster delivery of insights and thoughtful analysis with our tech-enabled solutions

Leadership

Our Valuation Specialists Deliver Reliable and Timely Results

Led by a team of experienced professionals from the Big 4 and large valuation firms, Aprio’s Valuation and Investigation team understands your challenges and will serve as a trusted partner.

Insights

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Frequently Asked Questions