Ryan Whelan

Ryan Whelan is a director in the Valuation practice and has provided valuation services for over 8 years to both individuals and corporate entities in a wide range of industries. As a member of Andersen's Valuation practice, Ryan has worked on a variety of engagements, including financial reporting, mergers and acquisitions support, tax planning and reporting, start-up common stock analysis, and strategic planning. Ryan has focused on the valuation of privately held businesses, intellectual property, intangible assets, convertible and promissory notes, derivatives (including stock options and option-embedded securities), minority and controlling interests, and real-estate holding entities.

Services provided on recent engagements include:

• Purchase price allocations and impairment analyses in compliance with FASB ASC 805: Business Combinations and FASB ASC 350: Intangibles: Goodwill and Other
• Preparation of analyses for clients audited by accounting firms including PwC, KPMG, Deloitte, and EY
• Valuation consulting related to tax planning and compliance, including appraisals performed for estate and gift tax reporting and domestic and international tax planning (including restructuring and ownership/control changes),
• Common stock valuations for tax and financial reporting to comply with Internal Revenue Code Section 409A of the FASB ASC 718: Compensation (Stock Compensation)
• Financial analysis and consulting to assist with business forecasting, acquisitions, and management planning
• Valuation of convertible note investments, stock options, and complex option-embedded securities (including carried interests)
• Valuation consulting to assist with business acquisitions and strategic management planning
• Valuation of closely held businesses for dispute and litigation purposes and qualified small business stock (QSBS) purposes