White Hawk Advisory

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Service Dimensions

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.
Service Dimensions

Process

  • Execute Engagement Agreement and Pay Engagement Deposit
  • Provide all documents from Initial Information Request
  • 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
  • Final Report Provided / Pay Engagement Balance