Insights

We do not provide real estate appraisals, gemstone or jewelry appraisals, or bankruptcy valuations. Fairness opinions are available in select engagements, depending on the situation and scope.

We evaluate value using three established approaches: the income approach, which looks at expected future cash flows; the market approach, which compares to guideline public companies and/or similar transactions; and the asset approach, which is based on net asset value. We select the most relevant approach, or a blend, based on the nature of the business and the purpose of the valuation.

Our deliverables range from detailed written reports to summary reports, calculation engagements, supporting exhibits, or consulting analyses built for internal planning. The right format depends on how the valuation will be used and who will rely on it.

There’s no minimum size requirement. That said, a valuation is most valuable when the scope of the engagement is proportionate to what’s at stake, whether that’s a pending transaction, a specific reporting requirement, or a major strategic decision. We’re glad to talk through your situation and help determine whether a full valuation, a more limited-scope analysis, or another type of support makes the most sense for where your business is today.

Yes. Early-stage companies often operate at a loss before turning a profit, so we typically look at forward-looking multiples, projected cash flows, or a recent arm’s-length financing round to support the analysis.

A 409A valuation estimates the fair market value of a private company’s stock for equity compensation purposes. It’s most often used by companies issuing stock options or other equity-based awards.

A purchase price allocation is a financial reporting analysis performed after an acquisition to allocate the purchase price among the acquired assets and assumed liabilities, often including the identification and valuation of intangible assets and goodwill.

Yes. We provide fair value measurements under ASC 820, the accounting framework used for portfolio investments, private equity holdings, complex securities, and other assets or liabilities carried at fair value. Our financial reporting work also includes purchase price allocations, goodwill and intangible asset impairment testing, equity compensation valuations under ASC 718, and other accounting-related analyses.

Yes, and these are some of the engagements we find most rewarding. We support gift and estate transfers, succession planning, family limited partnerships, ownership transfers, charitable contributions, and other tax-driven planning matters.

Many owners benefit from getting a valuation before starting a sale process. It helps set realistic expectations, identify value drivers, support exit and tax planning, and flag issues worth addressing before approaching buyers.

Businesses, ownership interests, common and preferred equity, debt instruments, options, warrants, intangible assets, intellectual property, earnouts, contingent consideration, carried and profits interests, portfolio holdings, and complex securities.

Historical financial statements, tax returns, ownership information, forecasts, organizational documents, and a description of significant assets, liabilities, and business risks.

Turnaround time varies widely, from a matter of hours for a straightforward, limited-scope analysis to several weeks or months for complex engagements involving multiple entities, disputed facts, or extensive reporting requirements. We’ll give you a realistic timeline once we understand the scope of your engagement.

Engagement structures are shaped around the scope of work and the level of involvement required, from project-based engagements to ongoing advisory relationships.

Yes, with your consent. We regularly coordinate with CPAs, attorneys, auditors, wealth advisors, family offices, lenders, and management teams to support tax, legal, accounting, transaction, and planning objectives.

We work with clients across a range of industries, with particular depth in energy, service-based businesses, and technology, and a strong focus on the lower to middle market.

ProDelta is about quality over quantity. We give every client the same level of care and attention we’d want for our own family, and you can count on being genuinely taken care of throughout the engagement.

Yes. ProDelta supports family offices with reporting, advisor coordination, investment analysis, valuations, liquidity-event support, and special projects. This also includes governance and process support for family boards and investment committees, helping build the structure, documentation, and advisor coordination that support better decision-making.

Yes. Beyond the outsourced services described above, ProDelta supports operating businesses with forecasting, budgeting, transaction readiness, and strategic finance initiatives as needs come up.

Yes. ProDelta can help organize financial information, standardize reporting, build executive dashboards and KPI summaries, automate recurring reporting processes, and improve visibility across entities, investments, operating companies, trusts, or portfolio holdings.

Yes. ProDelta supports investment analysis, financial modeling, diligence coordination, valuation reviews, and transaction planning for direct investments, acquisitions, and portfolio holdings, working alongside your existing advisors and decision-makers rather than making the investment decision for you.

Yes. ProDelta can support liquidity events such as business sales, recapitalizations, acquisitions, capital raises, and restructurings.

Engagements can be project-based, ongoing, fractional, or embedded, and support is billed either hourly for targeted work or on a retainer for ongoing involvement. Pricing is discussed once we understand the scope, timing, and level of involvement your situation calls for.

An Investment Policy Statement documents a family’s objectives, risk parameters, and governance process for its investment activity. ProDelta can help draft or refresh the document and the process around it, working alongside your existing advisors.

Yes, in a process-oriented, non-voting capacity. ProDelta can help prepare meeting materials, coordinate advisor input, and support governance practices so your committee has what it needs to make well-informed decisions.

No. ProDelta does not manage assets, recommend specific investments or managers, or act as an investment adviser. Our role is governance, process, and advisor coordination, helping your board or committee stay organized and well-supported, not making investment decisions on your behalf.