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.
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.
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.
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.
Updating your valuation is a key step in the growth of private companies. With these resources, you can learn how to maintain 409A compliance while also positioning your company for growth.Explore
Request a 409A valuation now and begin to see how our team and software can enable your company.