Our valuation process is fast, easy and transparent for startups. It's cost-effective without any short cuts. Streamline things further by managing your cap table on Shareworks too.
Get it wrong, and you’ll have an insupportable valuation that needs to be redone. Worse yet, it could result in a cheap stock charge or restating your financials. Receive a 409A that is certified and backed by a world-class valuations team.
Let us help you stay ahead of schedule. Our valuations team can provide a report annually or anytime you raise a round to keep you compliant. And we've got you covered when the auditor or IRS calls.
To complete our 409A valuation, the team worked closely with us to design a process, gather data, drill down into the most significant valuation drivers and define an acceptable approach with our auditors and other stakeholders – all within tight timelines. We would choose Steve Liu’s team again in a heartbeat.
Benefit from our team’s decades of experience. Our domain expertise covers the technology and life science sectors and we've cultivated deep relationships within the audit community. Our qualified team is here to support you through all stages of your company’s development.
And what we love. We're here to contribute to your success.
Did you know, according to the IRS, every time you grant equity or receive funding you are supposed to get a new 409A valuation? Make sure you maintain compliance and protect your company and shareholders with our helpful guides on all things valuation.Explore
Request a 409A valuation now and begin to see how our team and software can enable your company.