What makes a valuation “defensible”?
A defensible valuation is one that can withstand scrutiny from auditors, regulators, and tax authorities.
This includes:
- Clear methodology
- Reliable data and assumptions
- Proper documentation
- Alignment with global standards
How WTP Advisors approaches valuation
WTP Advisors combines technical expertise with practical business insight.
Core approach:
- Comprehensive analysis: Industry, market, and company-specific factors
- Proven methodologies: Income, market, and asset-based approaches
- Audit-ready reports: Built to meet regulatory expectations
- Global perspective: Cross-border risks and opportunities considered
What valuation services does WTP Advisors offer?
1. 409A Valuations
409A valuations determine the fair market value of private company stock for equity compensation.
Used for:
- Stock options
- Deferred compensation compliance
- IRS reporting
What is a 409A valuation?
A 409A valuation is an independent appraisal required under U.S. tax law to set the fair value of a private company’s stock.
It helps companies:
- Avoid tax penalties
- Ensure proper pricing of employee equity
2. Mergers & Acquisitions (M&A) Valuations
Valuations used to determine the fair price of a company or assets in a transaction.
Includes:
- Target company valuation
- Deal structuring insights
- Fairness opinions
- Purchase price allocation (ASC 805)
3. Gift & Estate Tax Valuations
Valuations used for wealth transfer and tax compliance.
Common uses:
- Business ownership transfers
- Estate planning
- Valuation of partnerships and LLCs
4. Intellectual Property (IP) Valuations
Valuing intangible assets like patents, trademarks, and software.
Used for:
5. Financial Reporting Valuations
Valuations required for accounting compliance and disclosures.
Includes:
- Goodwill impairment testing (ASC 350)
- Asset impairment testing (ASC 360)
- Stock-based compensation (ASC 718)
6. Transfer Pricing Valuations
Valuations used to support intercompany transactions.
Supports:
- Arm’s length pricing
- IP migration
- Cross-border transactions
How does valuation support global compliance?
Valuation plays a critical role in meeting international tax and accounting requirements.
Businesses must comply with standards influenced by organizations like the Organisation for Economic Co-operation and Development (OECD).
Valuation ensures:
- Accurate reporting of assets and income
- Alignment with economic reality
- Reduced risk of audits and penalties
How does international valuation differ from domestic valuation?
International valuation is more complex due to cross-border factors.
Key differences include:
- Multiple tax jurisdictions
- Currency fluctuations
- Different accounting standards
- Political and economic risks
- Limited comparable market data
How valuation impacts business decisions
Valuation is not just about compliance—it drives strategic decisions.
It affects:
- M&A pricing and negotiations
- Tax planning and structuring
- Investment decisions
- Financial reporting accuracy
Why choose WTP Advisors for valuation?
WTP Advisors combines technical depth with practical execution. Learn more about international valuation services.
Key advantages:
- Deep experience in global valuation
- Strong, defensible methodologies
- Integration with tax and transfer pricing
- Tailored, client-specific solutions
- Cross-border expertise
What makes WTP Advisors different?
Unlike traditional valuation firms, WTP Advisors focuses on:
- Real-world application, not just theory
- Integrated tax + valuation strategies (see international tax)
- Cross-functional expertise
- Long-term compliance and efficiency