Business Details
33 Years
experience
Expert Valuation & Forensic Accounting Services in San Francisco
HP Accounting is a leading provider of valuation and expert witness services in the San Francisco Bay Area. With over 35 years of experience, our team specializes in business valuation, forensic accounting, and financial consulting for litigation. Our principal, Bob Bates, combines his expertise as a CPA, Certified Fraud Examiner, and Certified Valuation Analyst to deliver defensible valuations and damage calculations. We serve clients across industries including technology, finance, healthcare, and retail, offering tailored solutions for mergers and acquisitions, estate planning, and legal disputes. Our commitment to technical excellence and client-focused service has established us as a trusted partner for businesses and legal professionals.We prioritize transparency, accuracy, and practical insights to address complex financial challenges. Our work supports clients in litigation, pre-litigation strategy, and corporate transactions, ensuring compliance with regulatory standards. With a focus on innovation and integrity, we deliver actionable financial analysis to drive informed decision-making. Our services extend to SEC reporting, Sarbanes-Oxley compliance, and forensic investigations, addressing both domestic and international needs. For over two decades, we have maintained a reputation for reliability and precision in high-stakes financial matters.
Services
Business Valuation
Forensic Accounting
Expert Witness Services
409a Valuation
Purchase Price Allocation
Details
- Year established: 1993
Highlights and features
- We offer 35+ years of experience in business valuation and forensic accounting.
- Our team includes a Certified Fraud Examiner and Certified Valuation Analyst.
- We provide expert witness testimony for complex litigation cases.
- Our services cover mergers, acquisitions, and SEC reporting compliance.
- We deliver tailored solutions for diverse industries including tech and healthcare.
Services
Business Valuation
Our business valuation services determine fair market value for mergers, acquisitions, and legal proceedings. We use asset, income, and market approaches to deliver defensible valuations for tax compliance, estate planning, and shareholder disputes. Clients benefit from 35+ years of experience and industry-specific insights.
Forensic Accounting
Forensic accounting services uncover financial discrepancies in fraud cases, embezzlement, and litigation support. We analyze records to quantify losses and provide expert testimony. Our work includes damage calculations, insurance claims, and compliance audits for legal and corporate clients.
Expert Witness Services
Expert witness services provide financial expertise for litigation involving damages, contract disputes, and business interruptions. We prepare court-admissible reports and testify in depositions and trials. Our CPA and legal credentials ensure authoritative analysis for complex financial cases.
409a Valuation
409a valuation services ensure compliance with IRS regulations for deferred compensation and stock options. We use third-party analysis to determine fair market value for startups and private companies. Our approach minimizes tax penalties and supports safe harbor protection for clients.
Purchase Price Allocation
Purchase price allocation services distribute acquisition costs across tangible and intangible assets under FAS 141R standards. We provide detailed reports for goodwill impairment testing and financial reporting. Our valuations meet GAAP requirements for merger and acquisition accounting.
People
Bob Bates
Principal
Bob Bates is a CPA, Certified Fraud Examiner, and Certified Valuation Analyst with 35+ years of experience in accounting, forensic analysis, and business valuation. He has testified in over 150 legal cases and led valuations for 100+ businesses across technology, finance, and healthcare sectors.
Questions
What services does HP Accounting offer?
We specialize in business valuation, forensic accounting, expert witness testimony, 409a valuations, and purchase price allocation for litigation and corporate transactions.
How experienced is your team?
Our principal has 35+ years of experience with over 150 legal cases and 100 business valuations across diverse industries.
Do you handle national or international cases?
We serve clients in California, Nevada, New York, and internationally, with expertise in cross-border financial analysis and compliance.
What industries do you work with?
We work with technology, healthcare, finance, retail, and professional services firms, offering tailored financial solutions for each sector.
How do you ensure valuation accuracy?
We use asset, income, and market approaches aligned with GAAP and IRS standards to deliver defensible, transparent valuations.
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