Beyond the Numbers: Defensible Valuations & Actionable Financial Insight
Providing the data-driven clarity business owners and advisors need for liquidity events and strategic pivots
The S-Squared Advantage
Why S-Squared?
- Academic Rigor & Specialized Expertise: Led by PhDs, CFAs, and CVAs. We provide deep-dive financial analysis that goes far beyond standard compliance accounting .
- Independent & Conflict-Free: Our fixed-fee model ensures our analysis is never skewed by a "success fee." We provide objective report that isn't tied to a specific deal outcome.
- Litigation Ready: Every methodology we use is built to withstand the highest levels of scrutiny from the IRS, courts, and sophisticated lenders.
Services Offered
- Valuations: Defensible, data-driven business valuations for tax, litigation, and strategic planning.
- Quality of Earnings (QoE): Independent analysis of historical earnings to validate sustainable cash flow for buyers and sellers.
- Expert Opinion & Review: Independent expert testimony and forensic analysis built for courtroom scrutiny. Rigorous third-party reviews of existing valuations to ensure technical accuracy and defensibility.
Who We Serve
- Business Owners: Gaining clarity on your company’s true market value for exits, internal planning, or growth.
- Attorneys: Providing rock-solid, expert valuation testimony and financial forensics for litigation and estate matters.
- CPAs: Acting as your independent valuation department to support your clients without competing for tax or audit work.
- Investors & Lenders: Mitigating risk through rigorous Quality of Earnings (QoE) and unbiased asset valuation.
- ESOP Trustees: Ensuring ERISA compliance with independent QoE and annual valuations that protect participants and sponsors.
Our Engagement Standard
- Direct Partner Access: You work directly with our PhDs and CFAs, not junior analysts. We ensure high-level expertise is applied to every interaction.
- Streamlined Data Collection: We respect your time. Our proprietary data gathering process is designed to minimize disruption to your daily operations.
- Defensible Timelines: We understand that deals and court dates don't wait. We commit to clear deliverables and strict adherence to deadlines.