We provide specialized valuation services for complex financial instruments, including contingent consideration, convertible and hybrid securities, employee stock options, and structured products. Our independent valuations meet the requirements of auditors and regulators, helping businesses manage risk, ensure compliance, and gain clarity on their financial reporting.

Companies are increasingly using innovative financial structures like contingent consideration, convertible and hybrid securities, and equity-based derivatives to optimize their risk-reward strategies. While these complex instruments are powerful tools, they often present significant challenges in accounting and valuation, leading to unexpected financial reporting implications.

At KNAV, we specialize in valuing a wide range of complex financial instruments, offering clients comprehensive solutions for accurate and transparent reporting. Our team provides in-depth analysis and independent valuations for contingent consideration, convertible and hybrid securities, corporate guarantees, and employee stock options such as SARs, PSUs, RSUs, and Phantom stocks. We deliver detailed reports that meet the stringent requirements of auditors, the SEC, and the IRS, ensuring that your financial reporting is reliable and compliant.

Our expertise covers the valuation of embedded derivatives, warrants (including token warrants), equity and credit swaps, forward agreements, and structured products like CDOs, CLOs, ABS, and RMBS. We also assist with valuing non-controlling interests, interest rate derivatives, and complex capital structures, offering tailored solutions for the allocation of equity value. Our team helps clients benchmark interest rates for debt instruments and assess current expected credit losses, ensuring you have a clear understanding of your financial position.

Whether you’re dealing with a profit interest, carried interest, or navigating the complexities of structured products, our valuation services provide the clarity and insights you need to make informed decisions. With our extensive experience and commitment to accuracy, we help clients manage risk, meet regulatory requirements, and achieve their financial objectives.