Moss Adams Analysis
What is Moss Adams?
Full-service accounting, consulting & wealth management firm with 100+ years of experience
Product Features & Capabilities
- Financial statement audits
- Employee benefit plan audits
- Public company/SEC audits
- SOC 1, 2, and 3 examinations
- Contract compliance audits
- ESG audits
- Tax planning and structuring
- International tax services
- IPO advisory
- Business owner transition solutions
- Cybersecurity and IT compliance
- Enterprise systems implementation
- Business intelligence and data analytics
- Valuations
- M&A tax advisory
- Restructuring
- Wealth management for individuals and institutions
Use Cases
Audit financial statements for public companies; Conduct SOC 1/2/3 compliance assessments; Provide tax planning for international operations; Advise on IPO readiness; Support business owner transitions; Perform due diligence for mergers and acquisitions; Conduct cybersecurity and HIPAA compliance reviews; Offer wealth management for executives and families
Pricing
$3,000 to $10,000
Investment Geography
Moss Adams provides its business valuation services across several states in the US, including Arizona, California, Colorado, Kansas, New York, New Mexico, Oregon, and Texas. The firm operates more than 30 locations primarily in the western United States.
Other Considerations
Founded in 1913; Serves clients in aerospace, healthcare, technology, and financial services; 1001-5000 employees; 98+ locations across the US and Canada; Recognized for peer review and PCAOB compliance; Offers international tax and IFRS expertise; Provides advisory on business transitions and IPOs
Notable Clients
Moss Adams has worked with various notable clients and has several case studies in the business valuation sector. Some highlighted case studies include:
- Health System Lean Evolution - Moss Adams assisted a health system in developing a lean management system to enhance management control structures and foster lean leadership. Read more here.
- Systems Assessment for Business Growth - They performed a systems assessment for a client, uncovering key requirements to meet business objectives. Read more here.
- Nursing Facility Recertification - Moss Adams helped a nursing facility execute the requirements of a settlement agreement for recertification. Read more here.
- Valuation Services - Moss Adams provides over 400 valuations each year, focusing on mergers, acquisitions, and divestments. Learn more about their valuation services.
Certifications
Moss Adams holds several relevant certifications and qualifications in the field of business valuation, including:
- Accredited Senior Appraiser (ASA)
- Certified Valuation Analyst (CVA)
- Chartered Accountant (ACA)
These designations indicate a high level of expertise and professionalism in business valuation services.
Services
Moss Adams offers several types of business valuation services, including:
- Asset-Based Approach
- Income-Based Approach
- Market-Based Approach
These approaches help clients understand the value of their businesses for various purposes, including mergers, acquisitions, and financial reporting.
Target Industries
Moss Adams primarily serves the following industries for business valuation services:
- Aerospace & Defense - Involves companies that manufacture aircraft, spacecraft, and defense systems, requiring specialized valuation due to complex regulations and market dynamics.
- Agribusiness - Includes farming, food production, and agricultural services, where valuations are influenced by commodity prices and environmental factors.
- Health Care - Focuses on hospitals, clinics, and health service providers, considering regulatory changes and reimbursement models in valuation.
- Real Estate - Encompasses residential, commercial, and industrial properties, with valuations affected by market trends and economic conditions.
- Technology - Companies in this sector often require valuations based on intellectual property, market potential, and innovation capabilities.
- Private Equity - Involves investment firms that acquire and manage companies, necessitating detailed valuations to assess investment opportunities and risks.
- Not-for-Profit - Organizations in this sector require valuations for funding, compliance, and operational efficiency, often focusing on mission-driven outcomes.
These industries highlight where Moss Adams applies its expertise in business valuation to meet the specific needs of clients.
Find more companies like Moss Adams
See something that needs updating? Suggest edits to this profile.
