Miles Valuation Advisory Limited

MILES / Valuation & Advisory Services

Financial Reporting Valuation

Clear, well-supported valuation analysis for your financial reporting process.

Discuss Financial Reporting Valuation

Acquisitions, equity incentives, financial instruments and impairment assessments involve different valuation models and judgements. Finance teams need to understand the data and assumptions as well as the results, and be able to discuss the analysis with auditors.

MILES provides PPA, intangible asset, impairment, share-based payment, financial instrument, ECL and long service payment assessments, based on the accounting framework established by management and its accounting advisers.

Services in this category

When should you speak with us?

  • You have completed an acquisition and need valuations for post-acquisition reporting.
  • The reporting period includes new share awards or complex financing arrangements.
  • You are preparing impairment, credit loss or employee benefit assessments.
  • Your auditors require further explanations of valuation methods, parameters or results.

How we help

  1. Agree the reporting context

    Understand the transaction or arrangement, reporting date, accounting basis and timetable before defining the valuation work.

  2. Coordinate information requirements

    Identify relevant agreements, financial records and assumptions. Where several assessments relate to one transaction, coordinate shared information and inputs.

  3. Develop and explain the analysis

    Select appropriate models and analyse parameters, documenting the evidence and judgements supporting the results.

  4. Support reporting discussions

    Provide reports and supporting schedules and respond to auditors’ valuation questions within the agreed scope.

What information is typically required?

  • Reporting date, timetable and relevant accounting conclusions
  • Transaction, financing or award agreements
  • Financial statements, forecasts and asset or liability schedules
  • Previous assessments and current auditor queries

The information request will be tailored to the purpose and scope. If your records are incomplete, we can first discuss preparation priorities.

Frequently asked questions

Can one acquisition require several valuation assessments?

Yes. An acquisition may involve PPA, intangible assets and financial instruments, followed by later impairment assessments. The scope and relevant dates should be considered together.

When should the valuation work begin?

Discuss the requirements once the reporting matter is identified. Early scoping gives the team time to assemble information and resolve questions before the reporting deadline.

Plan your financial reporting valuation work

Share your objectives, the assets or businesses involved, available information and expected timetable. We will discuss the scope, preparation priorities and next steps with you.

Enquire About Financial Reporting Valuation