Maximize Financial Outcomes with Business Valuation and Strategic Consulting
Ryan’s business valuation and strategic consulting services combine deep technical expertise with industry insight to deliver comprehensive, defensible, and goal-oriented solutions. Strategic consulting experts help organizations meet regulatory and reporting requirements while aligning valuations with broader business objectives. Our team provides guidance across mergers and acquisitions, divestitures, and other strategic alternatives, offering financial and tax due diligence, quality of earnings analysis, transaction consequence analysis, and negotiation support. With Ryan, you gain a trusted partner equipped to help you evaluate opportunities, mitigate risk, and achieve optimal outcomes.
Drive Better Decisions with Comprehensive, Integrated Services
Accurate valuations and informed strategic guidance are essential to achieving financial success. Organizations depend on these services for mergers and acquisitions, tax reporting, financial statements, and strategic planning, but often face challenges in determining fair market value, maintaining compliance, and supporting decisions with defensible analysis.
Ryan’s business valuation experts combine technical precision with deep industry insight to deliver comprehensive, compliant, and strategic valuation solutions. Business valuation experts apply proven methodologies across diverse business scenarios to meet regulatory requirements while advancing organizational goals.
Tax Services
Strengthen Stakeholder Trust with Business Valuation Services
Ryan’s business valuation and tax services provide customized, world-class valuation solutions to help management and ownership intelligently meet tax, financial reporting, strategic, and fiduciary requirements. Business valuation professionals deliver business, security, and tangible and intangible asset valuations that support compliance with tax and financial reporting standards, inform strategic planning, and fulfill fiduciary duties.
Proven Results
Industry Impact
Business Sectors Ryan Serves
FAQs
Frequently Asked Questions
Advanced Solutions for Your Business’s Toughest Challenges
Discover How We Help You Pay Only What You Owe—Nothing More
Tax Reporting Valuation
Our Approach Ryan provides comprehensive valuation analyses to support a wide range of tax compliance needs, including 409A valuations, 83(b) elections, profits interests, estate planning, gift tax reporting, Qualified Small Business Stock (QSBS), and valuations related to corporate restructuring transactions. Our experts ensure valuations meet tax regulatory requirements while optimizing outcomes through defensible methodologies and thorough documentation that withstand Internal Revenue Service (IRS) scrutiny.
Ryan’s Track Record of Success
Ryan՚s business valuation specialists deliver exceptional results through comprehensive market analysis, advanced valuation methodologies, and deep industry expertise. Our multidisciplinary approach combines financial analysis, market research, and regulatory knowledge to provide valuations that stand up to scrutiny while supporting strategic business objectives across diverse industries and transaction types.
Strategic Consulting Services
Comprehensive Tax Due Diligence We help acquirers, whether strategic, private equity, or private-equity-backed strategics, leverage deep expertise to evaluate federal, state, and local sales and use, property, payroll, and other tax diligence items.
Financial Due Diligence and Quality of Earnings Analysis Our team includes Financial Due Diligence (FDD) and Quality of Earnings (QoE) specialists from top professional services firms. Buyers benefit from expertise to ensure sound, data-driven transactions, while sellers gain valuable support in preparing their financials and operations for a successful sale.
Transaction Consequence Analysis Ryan’s strategic consulting team helps you price and structure deals effectively, analyze potential outcomes, and determine at what assumptions a transaction will most likely be accretive or dilutive to shareholder value.
Financial and Fiduciary Reporting
Our Approach We offer specialized valuation services to meet financial statement and fiduciary reporting requirements. The team ensures adherence to accounting standards such as ASC 805, ASC 820, ASC 718, and ASC 350/360 while providing clear documentation and analysis that support financial reporting objectives and stakeholder communication. Ryan’s work is designed to meet your needs and withstand financial audit review. Business valuation experts work efficiently and collaboratively with auditors and are respected by major national and regional audit firms alike.
Strategic Business Valuation
Our Approach Ryan delivers strategic valuations that support mergers, acquisitions, and business planning initiatives requiring comprehensive market analysis and financial modeling. Business valuation experts provide detailed insights into value drivers, market positioning, and strategic opportunities that inform critical business decisions and enhance stakeholder value. These valuations may be performed for fairness opinions, Employee Stock Ownership Plan (ESOP) reporting and compliance, SBA 7(a) SOPs, partnership buy/sell agreements, evaluations of strategic alternatives, and many other purposes.
Financial Services
Business valuation services support financial institutions with regulatory compliance, merger analysis, and ASC 820 portfolio valuation requirements. Ryan’s expertise helps banks, private equity firms, and insurance companies navigate complex valuation challenges and comply with regulatory standards.
Technology
Technology companies leverage business valuation services for intellectual property assessment, startup valuations, and strategic transaction support. Ryan understands the unique challenges of valuing intangible assets, emerging technologies, and high-growth business models in rapidly evolving markets.
Healthcare
Ryan’s valuation experts have completed extensive valuation work for many prominent healthcare and biotech companies and funds, providing the experience required to navigate complex technology and clinical development considerations and Food and Drug Administration (FDA) and other regulatory dynamics.
Manufacturing
Manufacturing organizations rely on Ryan’s valuation expertise for asset optimization, acquisition analysis, and operational restructuring. Ryan addresses the nuances of tangible and intangible asset valuation in industrial environments involving specialized equipment, facilities, and supply-chain dynamics.
Consumer Products and eCommerce
For over two decades, Ryan’s business valuation services supported companies with 409A and other compliance-driven valuation needs, partnering with leading venture- and private-equity-backed brands and investment firms that fund them to provide reliable valuations aligned with growth and regulatory objectives.
AI and Robotics
AI and robotics companies see significant consolidation, demanding quality of earnings analyses, financial due diligence, and purchase price allocations, requiring timely, defensible valuations. Leading companies and their investors trust Ryan to deliver precise, audit-ready valuation support.
Real Estate
Real estate companies rely on business valuation for investment analysis, portfolio optimization, and transaction support across diverse property types. Ryan provides a comprehensive analysis of real estate assets, development projects, and investment vehicles to inform strategic and financial decision-making.
Absolutely, in fact, it is often required for IRS, financial statement reporting, or fiduciary duties. Business valuation advisory services provide significant value for larger, global companies through accurate asset assessment, regulatory compliance, and strategic decision support. For Fortune 1000 organizations, professional valuations ensure defensible positions in tax reporting, regulatory filings, and strategic transactions while mitigating risks associated with inaccurate valuations that could impact financial performance or regulatory compliance.
Ryan՚s business valuation process combines multiple valuation approaches, including income, market, and asset-based methodologies tailored to specific business circumstances. Ryan’s team conducts comprehensive financial analysis, market research, and industry benchmarking to determine appropriate valuations that reflect current market conditions and business-specific risk factors.
Business valuation costs vary based on engagement complexity, business size, and specific requirements. Ryan provides customized pricing based on scope, timeline, and deliverable requirements. Ryan’s team works with clients to understand budget parameters while ensuring comprehensive analyses that meet professional standards and client objectives.
Companies should consider business valuation services annually for financial reporting purposes, during strategic planning cycles, and when contemplating significant transactions or restructuring activities. Ryan helps organizations establish valuation schedules that align with business cycles, regulatory requirements, and strategic planning processes to ensure timely and accurate valuation support.
Why should companies choose Ryan for business valuation services?
Ryan՚s business valuation team combines technical expertise with industry knowledge and regulatory relationships to deliver superior results that not only comply with regulations but also consider unique circumstances or objectives that require analyst judgment. Business valuation professionals maintain relevant certifications, understand industry-specific challenges, and leverage advanced analytical tools to provide comprehensive valuations that meet the highest professional standards. Companies can find additional information about Ryan’s extensive capabilities on the Ryan homepage and explore services for specialized valuation requirements.
Do I need to perform tax due diligence on all areas of tax for every transaction?
Not necessarily. While not every target will have exposure across all areas of tax, some level of tax due diligence is essential for a clean and well-managed acquisition process. Ryan works closely with you to identify the areas of greatest risk and opportunity, ensuring the scope of tax diligence is proportionate to the transaction’s complexity, size, and structure. The depth of review in each tax area is tailored to the specific characteristics of the target and the needs of the deal.
Is financial due diligence and quality of earnings necessary if the target company has audited financials?
Yes. Even when a target company has audited financials, it’s important to conduct at least a limited financial due diligence and quality of earnings (QoE) review. This ensures the transaction isn’t priced based on extraordinary or non-recurring items that should be adjusted out of key valuation metrics such as EBITDA. It’s also prudent to reconcile financial statements to bank records to confirm that reported cash flows align with actual activity. While audited financials provide a level of assurance, properly scoped financial due diligence and QoE analysis help protect shareholder value and increase the likelihood of completing an accretive transaction.
Is transaction consequence analysis really needed?
Transaction consequence analysis for buyers involves forecasting both your company’s financials and those of the target, while evaluating potential revenue and cost synergies, and assessing the likelihood of achieving them. While no forecast is ever perfect, conducting an accretion/dilution analysis helps ensure you don’t overpay and approach the transaction with a clear understanding of the performance required to make the deal accretive. This process also supports informed decisions around deal structure, including the optimal mix of cash, stock, and earn-out consideration.
How much do these strategic consulting services cost?
Ryan provides clear visibility into the estimated hours required for any agreed-upon scope of services and bills according to a structured hourly rate card. Ryan’s rates are tiered by position, and we are committed to keeping costs reasonable while delivering value that far exceeds the cost of services.
Why do companies choose Ryan for strategic consulting services?
Companies choose Ryan because no other firm in the world offers the same depth of insight and comprehensive tax due diligence expertise. Ryan’s team is led by former bulge-bracket investment bankers who bring the same caliber of service once reserved for Fortune 100 clients to every engagement. In addition to advising on some of the largest transactions in history, Ryan’s leaders have also served as executives at venture-backed companies, guiding them through growth, maturity, and successful exits. This combination of transactional, operational, and executive experience gives Ryan a uniquely well-rounded perspective on M&A that few firms can match.
$150M+
Tax credits secured for an integrated global energy company
