Shareworks Valuation Services

The 409A valuation leaders.

Confidently comply with IRC 409A valuation requirements. Our experience and expertise with innovative companies result in value conclusions you can trust.

409A valuations from the leaders.

Ensure safe harbor with transparent, audit-ready 409A valuations.

A higher level of service.

We take the time to understand your business and provide a dedicated team that will grow with you. We put our certifications and Big 4 training to work for you, providing a robust defense when your auditor calls.

Expertise that's battle-tested.

Our clients are creating innovative solutions for an increasingly complex world: AI/ML, big data, crypto currency, CAR T-cell therapy. We have the right domain knowledge to understand and interpret those industry-relevant factors.

Through the IPO.

Your 409A doesn’t just exist in a silo. It shows up in secondary transactions, tax considerations, audit reviews and, of course, in SEC reviews during the pre-IPO phase. So it’s got to be right.

Benefit from the best.

Trusted partners and happy clients.

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.
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STEVEN CHAN, Arcus Biosciences


Meet our team.

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.

It's what we know.

And what we love. We're here to contribute to your success.




Tender Offers & Your 409A

Learn more about how tender offers have become the preferred tool for private companies looking to provide value to employees – without an IPO. Our experts will walk you through main challenges that frequently arise with tender offers and 409A, and help you make your liquidity event a success.

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Let’s Get Started.

Request a 409A valuation now and begin to see how our team and software can enable your company.