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Complex securities often have a unique structure and models must be tailored to conclude on audit defensible values.

Financial Instruments

We have worked with thousands of complex securities and have the experience to support your financial reporting needs.

Squares

Specific areas of expertise include:

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Derivatives

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Convertible Debt & SAFE Notes

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Structured Products

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Tokens & CryptoAssets

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Contingent Consideration

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Firm

1

Document
Collection

Meld valuation

2

Valuation
Modeling

Meld valuation

3

Draft Reports
Delivered

Firm

4

Firm Review
& Approval

Meld valuation

5

Audit &
SEC Support