Valuations that aredefensible
Big 4 rigor, without Big 4 drag. We deliver clear, defensible valuations for fundraising, stock options (409A/ESOP), transactions, and financial reporting. You get the conclusion, the logic behind it, and the documentation to stand up to scrutiny.
The right valuation for the moment you are in.
A 409A is not a fundraising valuation. An M&A valuation is not a board memo. We tailor the approach to your purpose.
Business Valuation
Fundraising, M&A, and strategic planning support
Startup Valuation
Pre-seed through growth stage, investor-ready
ESOP / 409A Valuation
Equity compensation compliance made simple
Fairness Opinion
Independent transaction support and review
Intangible Assets
PPA, IP, and brand valuation expertise
CFO Advisory
Strategic finance support when you need it
Valuations delivered
Standard delivery
Audit-ready documentation
Timelines vary by complexity. Rush delivery available for most 409A and straightforward engagements.
A valuation you can actually explain
The number matters, but how you got there matters more. When investors or auditors ask questions, you should have clear, confident answers.
Fast, structured, and transparent.
A streamlined process designed for busy founders and finance teams.
Discovery Call
We align on purpose, timeline, and stakeholders. You get a clear scope and price.
Data Collection
You upload documents to a secure portal. We keep the request list focused.
Analysis
We triangulate value using appropriate methodologies and market support.
Delivery + Walkthrough
You receive the report, schedules, and a walkthrough call. Revisions included.
Discovery Call
We align on purpose, timeline, and stakeholders. You get a clear scope and price.
Data Collection
You upload documents to a secure portal. We keep the request list focused.
Analysis
We triangulate value using appropriate methodologies and market support.
Delivery + Walkthrough
You receive the report, schedules, and a walkthrough call. Revisions included.
Trusted by founders and finance teams.
See why companies choose us for their most important valuation needs.
Finally, a valuation partner that understands startups. Fast, thorough, and easy to defend in front of investors.
Sarah Chen
CEO, TechFlow
Same rigor we expect from Big 4, without the long timelines. Board-ready output every time.
Michael Torres
CFO, GrowthCo
Clear work, clean assumptions, and consistent defensibility. Easy recommendation for any founder.
Emily Watson
Partner, Vertex Ventures
Finally, a valuation partner that understands startups. Fast, thorough, and easy to defend in front of investors.
Sarah Chen
CEO, TechFlow
Same rigor we expect from Big 4, without the long timelines. Board-ready output every time.
Michael Torres
CFO, GrowthCo
Clear work, clean assumptions, and consistent defensibility. Easy recommendation for any founder.
Emily Watson
Partner, Vertex Ventures
The 409A process was seamless. They understood our cap table complexity and delivered ahead of schedule.
David Park
Founder, DataSync
Our auditors had zero questions about the methodology. That's never happened before with valuations.
Rachel Kim
VP Finance, CloudScale
They helped us navigate a complex M&A valuation with multiple earn-out scenarios. Exceptional work.
Amanda Foster
Director, PE Partners
The 409A process was seamless. They understood our cap table complexity and delivered ahead of schedule.
David Park
Founder, DataSync
Our auditors had zero questions about the methodology. That's never happened before with valuations.
Rachel Kim
VP Finance, CloudScale
They helped us navigate a complex M&A valuation with multiple earn-out scenarios. Exceptional work.
Amanda Foster
Director, PE Partners
The walkthrough call made everything click. I actually understood our valuation for the first time.
James Liu
CEO, FinanceApp
Turnaround time was impressive. We needed a rush 409A and they delivered in 48 hours without cutting corners.
Sophie Martinez
Head of People, StartupXYZ
The fairness opinion gave our board the confidence to proceed with the transaction. Worth every penny.
Robert Chen
Board Member
The walkthrough call made everything click. I actually understood our valuation for the first time.
James Liu
CEO, FinanceApp
Turnaround time was impressive. We needed a rush 409A and they delivered in 48 hours without cutting corners.
Sophie Martinez
Head of People, StartupXYZ
The fairness opinion gave our board the confidence to proceed with the transaction. Worth every penny.
Robert Chen
Board Member
Real results, real impact
See how we help founders, CFOs, and investors navigate critical valuation moments.
Series B SaaS company needed a 409A valuation update before a new option grant.
Applied DCF with ARR-based trading comps; documented recurring revenue quality and churn metrics.
Delivered in 4 days. Board-approved, audit-ready, and strike price set confidently.
Manufacturing business owner planning partial exit to private equity.
Transaction comps, asset-based floor, DCF scenarios. Prepared management for due diligence.
Achieved 15% higher valuation than initial offer through documented strategic premiums.
Early-stage healthtech startup raising seed round with minimal revenue.
Scorecard method benchmarked against seed deals; risk-adjusted for regulatory pathway.
Provided defensible range that helped anchor term sheet negotiations.
Custom quotes for every engagement.
Every valuation is scoped to your specific situation. You get a fixed-fee quote after a brief discovery call. No hourly surprises.
Every Engagement Includes
Regardless of scope or complexity, you get these core elements with every valuation.
- Appropriate methodology selection
- Transparent assumptions and documentation
- Walkthrough call included
- Revision support within scope
- Fast turnaround (3-7 business days)
- Audit-ready output
Free 30-minute discovery call. No commitment required.
Frequently asked questions
Everything you need to know about our pricing and process.
Check your valuation readiness
Answer 6 quick questions to see how prepared you are for a valuation engagement.
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Valuation Readiness Checklist
The 20-point checklist we use to help clients prepare for a smooth, efficient valuation engagement. Get organized before your first call.
Download Free ChecklistLearn from our experience
Want clarity on value, fast?
Book a free 30-minute call. You will leave with a recommended approach, a realistic timeline, and a clear price range.