Business Valuation

Independent valuations that stand up to scrutiny.

From 409A compliance to M&A, we deliver valuations with the methodology, documentation, and narrative your auditors, investors, and board can actually follow.

Not sure what you need?

Answer five quick questions and get a recommended service, timeline, and checklist.

Question 1 of 5

What stage is your company at?

Core

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.

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Fundraising

Startup 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.

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Compliance

ESOP / 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.

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Board Advisory

Fairness 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.

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Technical

Intangible 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.

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Our Independence Policy

We never issue independent valuation opinions for companies whose books we keep.

A valuation is only worth what its independence is worth. If we run your monthly accounting, we have a stake in the numbers, so we will not grade our own homework. Your auditor, your board, and the IRS can take our opinion at face value.

That makes this page a fit for two kinds of clients: companies whose books we do not keep, and CPA firms that need an independent valuation bench for their own clients.

Looking for ongoing support instead?

Fractional CFO & Finance Team

Bookkeeping, month-end close, forecasts, and board reporting on a monthly plan. Note: CFO clients get valuations from an independent third party, per the policy above.

Industry Expertise