AICPA-Compliant IRC 409A Valuations Provided to Private Companies since 2006.
More than 350 client engagements completed.
We offer IRC 409A-Compliant independent valuation services to private companies across all industries. We have served start-ups to Unicorns, with our longest-tenured client relationships spanning 10+ years.
Our product includes a complete valuation analysis and report based upon AICPA Guidelines and IRS requirements. 100% success rate in receiving client audit firm approval.
Flat-fee engagements at competitive prices. Audit support included and not charged separately.
Every engagement is serviced and completed by a senior valuation professional. We differentiate by making the process more efficient for client management.
Execute Engagement Agreement and Pay Engagement Deposit
Descriptive summary of the nature, history, and background of the Subject Company (“Company”), including (but not limited to):
Number of employees
Significant corporate events
Management bios, if not on the Company’s website
Recent investor deck
Management discussion of business performance and trends
Most recently amended version of Articles of Incorporation or LLC Operating Agreement. If additional documents are needed to understand the rights and preferences of existing shareholders, please provide those also.
Audited, reviewed, or compiled financial statements and corresponding notes for the two fiscal years most recently ended, including balance sheets, income statements, and statement of cash flows.
Monthly financial statements for the 12-month period immediately prior to the date of valuation, including balance sheets, income statements, and statement of cash flows, in as much detail as possible. PLEASE PROVIDE IN EXCEL.
Current capitalization table for the Company, including detail of options and warrants outstanding (including exercise prices), by individual/entity. – PLEASE PROVIDE IN EXCEL.
Projected income statements for minimum 12 months beyond the Valuation Date. – PLEASE PROVIDE IN EXCEL
Summary of third-party debt obligations.
Receive Confirmation of Receipt and Delivery Commitment
Draft Valuation Analysis Provided within 10 Business Days
Review or Provide Feedback on Initial Report, Resolve Concerns or Questions