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Pricing

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, no hidden costs.

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How We Price Engagements

We tailor each quote based on your specific needs. Here are the factors we consider:

Purpose

409A, fundraising, M&A, financial reporting, litigation support

Complexity

Cap table structure, share classes, convertible instruments, entity structure

Company Stage

Pre-revenue, growth, mature, distressed

Timeline

Standard delivery vs. expedited/rush requirements

Stakeholder Needs

Investor memo, board presentation, auditor support

Tell us about your situation. We will respond with a clear scope and fixed price.

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What's Included

Every engagement includes:

Regardless of scope or complexity, you get these core elements.

Methodology Selection

We select and apply the appropriate valuation methods for your purpose: DCF, market comps, asset-based, or a combination.

Transparent Documentation

Clear assumptions, sensitivity analysis, and supporting schedules you can walk through confidently.

Walkthrough Call

A dedicated call to review findings, answer questions, and prepare you for stakeholder discussions.

Revision Support

We work with you until the report reflects your situation accurately. Revisions are included in scope.

Fast Turnaround

Most engagements complete in 3-7 business days. Rush delivery available for urgent needs.

Audit-Ready Output

Documentation designed to withstand auditor scrutiny and investor diligence.

FAQ

Frequently asked questions

Everything you need to know about our pricing and process.

We scope each engagement based on your specific situation: purpose, complexity, timeline, and stakeholder needs. After a brief discovery call, you receive a fixed-fee quote. No hourly surprises, no scope creep charges.
The main drivers are: purpose (409A vs. M&A vs. fundraising), complexity (cap table structure, share classes, entity count), timeline (standard vs. rush), and deliverables (report only vs. board presentation, auditor support, etc.).
Most engagements complete in 3-7 business days. Rush delivery (48-72 hours) is available for straightforward scopes. We confirm timeline in your quote.
Yes. If you need recurring updates or multiple valuations in a year, we structure package pricing that is materially lower than one-off engagements.
That is expected, and our work is built for scrutiny. Basic Q&A is included in every engagement. For extended auditor support (multiple calls, additional documentation), we discuss it during scoping.
Standard is 50% to start and 50% on delivery. Larger or retainer engagements can be billed monthly.
Yes. Documents are shared through a secure portal with access controls. Happy to sign an NDA before any documents are shared.
We review assumptions and methods together. If inputs change or a better method fit emerges, we adjust. The goal is a valuation you can confidently present.
No. We provide valuation analysis and opinions. We can coordinate with your legal and tax advisors to make the work easier.

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