The Brown Smith Wallace Transaction Advisory and Litigation Support (TALS) Services team works with clients nationwide, including publicly traded and closely held companies, law firms, private equity firms, investment banks and venture capital firms. Our TALS professionals are committed to providing highly skilled analysis and defensible opinions related to the following service lines:
- Transaction Advisory
- Acquisition services
- Due diligence and quality of earnings
- Opening balance sheet
- Operational consulting services
- Accounting, audit and tax strategies
- Exit services
- Exit planning
- Calculation of value (Note: A calculation of value performed in the Transaction Advisory context is a consulting arrangement, and is not an Appraisal, as defined by the Uniform Standards of Professional Appraisal Practice.)
- Evaluation of financial statements
- Due diligence and quality of earnings
- Market business for sale
- Additional transaction services
- Working capital disputes
- CFO advisory
- Turnaround services
- Acquisition services
- Valuation Services
- Tax planning and compliance
- Strategic planning
- Transaction planning
- Financial reporting
- Litigation Support
- Expert testimony
- Civil litigation
- Business interruption
- Fraud Investigation
- Financial statement fraud
- Asset misappropriation
Clients typically hire Brown Smith Wallace when an independent, objective opinion is required. We provide high quality, well-supported analysis that is often subject to review and scrutiny by various parties. This may include independent audit firms; banks and other lenders; regulators, such as the Securities and Exchange Commission; tax authorities, including the Internal Revenue Service; boards of directors; shareholders and potential investors; and triers of fact, including judges, juries and arbitrators.
No matter the service provided, the engagement purpose, or the size of the client, our work is firmly rooted in our commitment to excellence. Our ability to provide high quality analysis is supported by the deep and varied experiences of our personnel. Our project management skills, business savvy and technical acumen draw from experiences not only at Brown Smith Wallace, but also from our prior work experience at Big 4 accounting firms, national valuation firms, multinational corporations and academia.
We maintain a high level of expertise in our practice areas by keeping a pulse on the ever-changing business environment impacting our services and devoting time to continued professional education and development. Our professionals hold certifications and accreditations in public accounting, financial analysis, valuation, fraud and forensic accounting, as well as advanced degrees in accounting, finance and business administration. The credentials our team members hold include:
- Certified Public Accountant (CPA)
- Chartered Global Management Accountant (CGMA)
- Certified Valuation Analyst (CVA)
- Certified Fraud Examiner (CFE)
- Chartered Financial Analyst (CFA)
- Certified Merger and Acquisition Advisor (CM&AA)
- Accredited in Business Valuation (ABV©)
- Certified in Financial Forensics (CFF©)
- Accredited Senior Appraiser (ASA)
Additionally, our team is backed by more than 300 audit, tax, advisory and niche industry experts within Brown Smith Wallace.
The efficiency I experience with Brown Smith Wallace decreases my deadline worries. They deliver real value.
Very savvy in litigation matters; intelligent; articulate; tough under cross-examination.
We used Brown Smith Wallace for valuation services related to our acquisition of an e-commerce company. The Brown Smith Wallace valuation team was responsive to our requests and the project deliverables met our compliance needs.
H.C., Chief Financial Officer
Los Angeles, CA
We have had good experiences using Brown Smith Wallace for valuation services. Brown Smith Wallace has demonstrated a high degree of knowledge and expertise related to both valuation techniques and applicable fair value guidance. Whether it was updating their analysis due to new information or responding to questions from our Big 4 auditors, we appreciated their ability to respond to our needs with a real sense of urgency.
Electrical Components International, Inc.
Multinational Electrical Components Manufacturer
Jason Cattoor, Corporate Controller
It was a pleasure to work with Brown Smith Wallace on an engagement for one of my clients. The Brown Smith Wallace team was very easy to work with – they were eager to answer my questions during the engagement and were responsive to the timing needs of my client. In addition, Brown Smith Wallace’s thorough analysis and report met the documentation needs of my client.
Greg G., Attorney
We needed expertise in “turnaround” and that is what Brown Smith Wallace brought to us. Brown Smith Wallace’s approach to educating us … had great value…we learned a great deal and at the same time we turned the company around. When it became apparent that our only alternative for survival was to pursue a sale, Brown Smith Wallace’s expertise in M&A took over … they were able to structure the best possible deal.
Industrial Equipment Manufacturer
Bob, Chief Executive Officer
Brown Smith Wallace managed the intangible asset, real estate, and equipment valuations related to our recent acquisition. From the beginning to the end of the engagement, Brown Smith Wallace was very responsive to our questions and those of our Big 4 audit firm. Brown Smith Wallace provided a high quality report and analysis that met our needs.
Investment and Management Firm
Andy, Vice President, Corporate Development
The Transaction Advisory and Litigation Support team provides attention to detail, but remains efficient and delivers real value. That decreases my deadline worries. You know you are working with true subject matter experts, their credentials aren’t just words on a CV.
Law Firm, St. Louis, MO
Satisfied Consulting Client
Brown Smith Wallace has been our accounting firm since my business partner and I purchased the business in 1996. In 2003, they were instrumental in helping me complete my purchase of total ownership. The overall expertise they bring to a closely held organization goes far beyond audit and tax services. They are my business partner, and part of my family.
Livingston Pipe and Tube, Inc.
Ron Mueller, President & Owner
Brown Smith Wallace has provided valuation services to our portfolio companies for several years. Brown Smith Wallace has proven that it can provide high quality services at a reasonable price, which helps us to minimize our cost of compliance related to financial reporting and tax requirements.
Jason Payne, Managing Partner
San Francisco, CA
We have worked with Brown Smith Wallace on numerous valuation engagements over the last several years. As a public company with SEC reporting requirements, it is critical that our service providers provide high quality services in a timely manner. Brown Smith Wallace delivers a high level of client service by being responsive to our questions, adaptive to changing timelines, and providing high quality technical advice and deliverables that meet our requirements.
Multinational Electrical Equipment and Components Manufacturer
Doug, Corporate Controller
Brown Smith Wallace was knowledgeable, professional, and demonstrated a sincere commitment to a high level of client service. I look forward to the opportunity to work with Brown Smith Wallace on future business valuations.
National Healthcare Services Provider
Paul, Chief Financial Officer
Brown Smith Wallace provided project management for the intangible and tangible asset valuations related to several recent acquisitions. Brown Smith Wallace was knowledgeable, professional, and demonstrated a sincere commitment to providing a high level of client service. We would not hesitate to use Brown Smith Wallace for valuation services related to future acquisitions.
Private Equity Firm
J.D., Managing Partner
We’ve worked with Brown Smith Wallace for several years. Brown Smith Wallace has demonstrated its mastery of the fair value standards and ability to explain these concepts to management. Their valuation reports have withstood scrutiny from our auditors and any of their questions have always been answered quickly and satisfactorily. Brown Smith Wallace meets our deadlines at the agreed to budget. There have been no unpleasant surprises – only good ones!
Private Equity-Backed Portfolio Company
Susan, Chief Financial Officer
Orange County, CA
Brown Smith Wallace provided project management and technical oversight of the intangible and tangible asset valuations to meet our purchase accounting needs. Brown Smith Wallace provided a high quality work product that met our needs and their valuation opinions withstood scrutiny from our independent audit firm.
Privately Held Company
Brown Smith Wallace provided project management and technical oversight of the intangible, real, and personal property valuations related to our last two acquisitions. Based upon their performance, I would not hesitate to recommend Brown Smith Wallace’s valuation services to another company. The valuation team was quick to respond to our queries and update their analysis based upon new information. Finally, Brown Smith Wallace’s report and schedules withstood scrutiny from our Big 4 audit firm.
Publicly Traded Chemicals Company
T.S., Finance Executive
Brown Smith Wallace helped us to understand the various options available to value our internally-developed software for potential sale or license. Their recommendation of software valuation methodology was validated by our “real world” software development experience. I appreciate Brown Smith Wallace’s knowledge related to valuation and focus on recommending a scope of services that met our specific needs – even if that scope did not maximize their fees.
Software and Technology Company
St. Louis, MO
Our transaction was complex with several unique components. Brown Smith Wallace took the time to understand those elements and applied the valuation techniques that were appropriate to our situation. Their staff took time to educate us on the optional approaches to valuation so that we could make informed decisions about how to best approach the project. Their work product included a thorough explanation of our assumptions, the valuation techniques applied and a summary of their conclusions. The work was professionally performed, timely in its completion, and competitively priced. We would certainly look to engage their services again if a future need arises.
Speedy Cash Holdings Corp.
Doug Maxwell, Chief Financial Officer
- Brown Smith Wallace, 03.27.2018