Technical Accounting & Financial Reporting
A Solutions-Oriented Approach To Creatively Address Complex Financial Reporting Issues Associated With Transformational Business Events
Our extensive Big 4 and industry accounting and finance experience allows us to guide you through the “grey” areas and arrive at a sound, defendable position based on the facts and circumstances of your transaction.
We are “learners” who invest our time and resources in robust tools and training that constantly bring us up to date on the latest accounting guidance and industry reporting practices to better serve you.
Specializations
- Consolidation
- Debt and Equity Financings
- Business Combinations and Asset Acquisitions
- Equity Investments
- Share Based Compensation
- Embedded Derivatives
- Pro Forma Financial Statements
- Carve Out Financial Statements
- SEC Preclearance Letters
- Implementation of New Accounting Guidance
The Waymark Way
Partner
- Background and issues
- Scope, timing, deliverables
- Team members and communication plan
Analyze
- Management’s view and substance of the transaction
- Research
- Accounting guidance
- Industry precedents and collaboration
- Proprietary data
- Develop and discuss solutions
Technical Documentation
- Draft deliverables
- Obtain client feedback
- Refine and finalize documentation
Handover
- Walkthrough executive summary
- Final client review and feedback
- Project wrap up
Support
- Audit support
- Situational changes
- U.S. GAAP and SEC guidance changes
