Products
Every valuation your company will ever need
From your first 409A to a fairness opinion at exit — one team, one standard of rigor.
409A Valuations
The valuation that sets your strike price. Delivered by valuation experts with 20+ years of experience, using the market, income, or asset approach appropriate to your stage, with the discount for lack of marketability applied and fully documented for IRS Section 409A safe harbor.
- Required before granting stock options to employees
- Refreshed every 12 months, or after a material event
- 3–5 business day turnaround on the first draft
- Lifetime audit review support included
- Works with any cap table platform — no migration required
- Board-ready summary alongside the full report
Managed Services
Let us run point on your equity compliance calendar. We monitor for the events that trigger a new valuation, keep your renewals on schedule, and give your board and auditors a reporting package that's ready when they ask for it.
- Annual valuation calendar, managed for you
- Material-event monitoring and refresh triggers
- Board- and auditor-ready reporting package
- A dedicated valuation expert as your point of contact
QSBS Attestation Letters
Document your Qualified Small Business Stock position before you need it. Our attestation reviews the gross-asset and active-business tests under IRC Section 1202, giving founders and early investors a record they can rely on when they sell.
- Gross asset and active business tests reviewed
- Shareholder-ready attestation letter
- Supports your Section 1202 gain exclusion position
- Best paired with your annual 409A refresh
Other Valuation Reports
Every stage and event your company moves through can call for a different kind of valuation. We cover them all under one roof, prepared to the same standard as your 409A.
Business Valuations
Enterprise and equity value for M&A, litigation, financing, or strategic planning.
Gift & Estate Tax Valuations
Defensible valuations for gifting or transferring closely held equity.
Portfolio Valuations
Fair value marks for VC and PE portfolio companies, on a recurring cadence.
Intangible Asset Valuations
Purchase price allocations covering IP, trademarks, and customer relationships.
Tax & Regulatory Valuations
Valuations built to support tax positions and regulatory filings.
Fairness Opinions
Independent opinions on the financial fairness of a proposed transaction.
Alternative Investment Fund Valuations
NAV support for funds holding illiquid or hard-to-value assets.
Impairment Testing
Goodwill and long-lived asset impairment analysis under US GAAP.
ESOP Valuations
Valuations for employee ownership and stock option plans, including the fair value of company shares and of options granted.
Financial Due Diligence Reports
Independent review of a company's financial position, earnings quality, and working capital to support an acquisition, investment, or financing.