Valuation expertise for every situation.
From stock options to M&A, we deliver valuations that stand up to scrutiny and still make sense in plain English.
Not sure what you need?
Answer five quick questions and get a recommended service, timeline, and checklist.
What stage is your company at?
Business Valuation
Comprehensive valuations for transactions, shareholder matters, planning, and disputes. We use multiple methods where appropriate and reconcile them into a conclusion you can defend.
- M&A transactions
- Shareholder buyouts
- Strategic planning
- Dispute resolution
Typical Timeline
2-3 weeks
Ready to get started? Book a free discovery call to discuss your specific needs.
Book a CallStartup Valuation
Investor-facing valuation memos that explain the logic, not just the output. Ideal when you need a valuation story that matches how investors think.
- Seed to Series C rounds
- Secondary transactions
- Convertible note conversions
- Bridge financing
Typical Timeline
1-2 weeks
Ready to get started? Book a free discovery call to discuss your specific needs.
Book a CallESOP / 409A Valuation
Stock option valuations designed to meet safe harbor expectations and withstand auditor review. Built with clear documentation and clean support schedules.
- Option grants
- Annual 409A refresh
- Material events (funding, M&A)
- ESOP transactions
Typical Timeline
3-5 business days (rush available)
Ready to get started? Book a free discovery call to discuss your specific needs.
Book a CallFairness Opinion
Independent support for boards evaluating major transactions or related-party deals, with analysis that helps fulfill fiduciary duties.
- M&A transactions
- Going-private transactions
- Related party deals
- Squeeze-out mergers
Typical Timeline
2-4 weeks
Ready to get started? Book a free discovery call to discuss your specific needs.
Book a CallIntangible Asset Valuation
Purchase price allocation (ASC 805) and standalone intangible valuations for financial reporting and transactions.
- Post-acquisition PPA
- Impairment support
- IP transactions
- Brand valuation
Typical Timeline
2-4 weeks
Ready to get started? Book a free discovery call to discuss your specific needs.
Book a CallCFO Advisory
A practical retainer for finance teams that need recurring valuation updates, board support, and quick turn analysis.
- Quarterly valuation updates
- Board prep
- Investor reporting
- Ad-hoc analysis
Typical Timeline
Ongoing retainer
Ready to get started? Book a free discovery call to discuss your specific needs.
Book a CallNot sure which service fits?
Book a free call and we will recommend the cleanest path, with a timeline you can actually plan around.
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