Cherry Bekaert Analysis
What is Cherry Bekaert?
Leading accounting firm with global advisory solutions
Product Features & Capabilities
- Tax services for individuals and businesses
- Audit and attestation services for compliance
- CFO advisory services for financial strategy
- Digital advisory for technology integration
- Risk and cybersecurity services for data protection.
Use Cases
Streamline tax compliance for businesses; Conduct audits for regulatory adherence; Develop financial strategies for growth; Implement digital transformation initiatives; Enhance cybersecurity measures for sensitive data.
Investment Geography
Cherry Bekaert provides its business valuation services across various geographic areas in the United States, with specific offices located in key cities such as Chicago, IL; Raleigh, NC; Miami, FL; and Atlanta, GA. The firm operates nationally, offering services tailored to clients in different regions.
Other Considerations
Ranked as the fastest growing accounting firm by Accounting Today; Over 75 years of industry experience; Serves a diverse range of clients across multiple sectors.
Notable Clients
Cherry Bekaert has worked with various notable clients in the business valuation sector, as highlighted in several case studies on their website. Here are some examples:
- Healthcare Services Company - Assisted with fair value purchase price allocations to comply with ASC 805. - Read more
- Shareholder Agreement - Provided valuation consulting to help a client review terms while preparing a shareholder agreement. - Read more
- B2B Software Company - Conducted a valuation for a fast-growing B2B software company focusing on construction for tax purposes and compliance. - Read more
- Real Estate Business - Assisted in proactive estate planning to secure family assets amidst tax changes. - Read more
These case studies illustrate Cherry Bekaert's expertise in providing tailored business valuation services across different industries.
Services
Cherry Bekaert offers a variety of business valuation services, which can be categorized into several types:
- Financial Reporting & Compliance
- Portfolio Valuation Services - Focuses on valuing illiquid investments for financial reporting and tax compliance. It includes valuations for private debt funds, private equity funds, special purpose acquisition companies (SPACs), and venture capital investments.
- M&A Consulting - Involves understanding the value drivers of a business during mergers and acquisitions. Services include calculations of value, financial modeling, due diligence, and transaction support.
- Real Estate Valuations - Provides consulting, valuations, and appraisals for real estate-related businesses and investments, including lease valuation, purchase price allocations, impairment studies, and appraisal reviews.
- Tax Compliance - Assists clients in developing strategies and analyses for tax regulations requiring proof of valuation, such as 409A valuations, tax restructuring valuations, and charitable contributions.
- Forensic & Dispute Advisory Services - Includes consulting and litigation support services involving valuation and business damages, covering areas such as arbitration, economic damages, and shareholder disputes.
- Structured Credit & Securitized Assets - Focuses on valuations related to structured credit products and securitized assets, including various types of collateralized loan obligations (CLOs) and asset-backed securities (ABS).
These services are designed to help clients navigate complex valuation needs across various scenarios, including financial reporting, compliance, mergers and acquisitions, and tax requirements.
Certifications
Cherry Bekaert holds several relevant certifications and qualifications in the field of business valuation, including:
- CPA (Certified Public Accountant)
- ABV (Accredited in Business Valuation)
- ASA (Accredited Senior Appraiser)
- American Institute of Certified Public Accountants (AICPA)
- National Association of Certified Valuation Analysts (NACVA)
- CFA Institute
- American Society of Appraisers (ASA)
- Appraisal Institute
These certifications indicate a recognized level of expertise in business valuation and related services.
Target Industries
Cherry Bekaert primarily serves the following industries for business valuation services:
- Financial Services
- Government & Not-for-Profit
- Healthcare & Life Sciences - Valuation services in this industry are crucial for healthcare providers and life sciences companies, particularly for mergers, acquisitions, and compliance with regulations.
- Manufacturing & Consumer Goods
- Real Estate & Construction - Valuation services are essential for real estate and construction firms, particularly in assessing property values and project feasibility.
- Private Equity
- Professional Services - Firms in this industry often need valuations for mergers, acquisitions, and partnership agreements.
- Technology - Valuation services in technology focus on assessing the value of tech companies, software, and intellectual property.
These industries benefit from tailored valuation services to meet their unique financial, operational, and strategic goals.
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