Best 409A Valuations Providers Service - Page 2

Capital Clarity

Capital Clarity utilizes its extensive experience and background in portfolio company operations and fund management to do a deep dive into your portfolio companies and measure performance against critical KPIs. We can show you warning signs before problems happen.

Concept Analytics

Our goal is to help you meet your valuation requirements without any disruption to business. Concept Analytics specializes in valuations for the purpose of IRC Section 409A, ASC 718, ASC 820, and other tax and financial statement compliance and reporting.

Dimov Tax

Dimov Tax offers a wide range of B2B and B2C services, including 409A Valuation.

Economics Partners

Specializes in the application of microeconomics and financial analysis to tax, financial reporting, and strategic matters.

Elite Valuation

Elite Valuation is an independent valuation and boutique advisory firm based in India, specialising in business valuation, startup valuation, ESOP valuation, M&A advisory, financial modelling, and regulatory valuations. Led by IBBI Registered Valuers with 15+ years of experience, the firm delivers audit-ready, compliance-focused valuation reports for startups, corporates, investors, and financial institutions across India. Their expertise spans Companies Act, FEMA, SEBI, Income Tax, and Ind AS compliance, helping businesses make informed financial and strategic decisions.

Express 409A

Express 409A delivers mission-critical IRC §409A and ASC 718 fair market value determinations for private companies issuing equity compensation — built for the trigger events that can't wait. Every 409A valuation exists because something just happened. A funding round closed and the company needs to grant stock options from a new pool. A key hire is waiting on an offer letter with a strike price. Safe harbor is expiring before the next board meeting. A material event — leadership change, significant revenue shift, secondary transaction — has rendered the prior FMV unreliable. In each of these moments, every day without a current fair market value determination is a day the company cannot compliantly grant options under IRC §409A. Next-Day Delivery: Express 409A delivers audit-ready FMV reports within 48 hours from document clearance. The gap between your trigger event and your next compliant option grant is measured in days, not the 2-6 weeks typical of traditional providers. Audit Defensibility: Our valuation team applies analytical rigor drawn from investment banking M&A processes. Comparable company screening with live market data. Transaction multiple calibration benchmarked against observed deal activity. Marketability discount analysis grounded in empirical transaction behavior, not textbook ranges. The same methodology used in fairness opinions supporting over $50 billion in aggregate transaction value — applied to your common stock FMV. Every assumption documented. Every conclusion defensible under IRS and auditor scrutiny. Complete Governance Package: We don't hand you a PDF and disappear. Every engagement includes a board resolution draft referencing the concluded FMV, valuation date, and appraiser certification — ready for your next board consent. A strike-price schedule calculated and formatted for your option grant workflow. A material event map identifying every future trigger that would require a valuation refresh: new funding rounds, executive changes, revenue milestones, secondary transactions, anticipated M&A activity. And lifetime audit support — when your auditor calls with methodology questions about comparable selection, allocation models, or discount assumptions, our team takes that conversation directly. Express 409A serves C-Corps, S-Corps, and LLC structures across every industry. Pre-revenue through profitable. Simple cap tables through complex multi-series preferred structures. Whether it is a company's first 409A before its first option grant or an annual safe harbor refresh, the process and the deliverables follow the same rigor. AICPA Valuation Guide aligned. IRS safe harbor compliant. IRC §409A. ASC 718 dual-purpose ready. Independent appraiser signed.

Fast409A

Fast409A offers a true 409A compliant valuation performed by one of the most experienced valuation teams in the business - Shareworks by Morgan Stanley. The Fast409A process blends the best of software and human expertise. Each valuation takes an hour or less of founder time to submit, and is delivered in 5 business days. Every 409A valuation is reviewed on a call with a Shareworks analyst before it is finalized. Shareworks has Big 4 experience defending 409As in front of auditors. NOTE: Fast409A.io interoperates with Captable.io. — Captable.io users can use their existing login with Fast409A.io to automatically import their company cap table info. Conversely, signing up for Fast409A also creates and populates a free Captable.io account.

Frank, Rimerman + Co.

Frank, Rimerman + Co. LLP provides a dynamic range of accounting services to individuals and businesses in a wide range of industries to achieve their personal or strategic goals.

Groots Valuation LLC

We are a boutique valuation firm providing specialized advisory services such as valuation of common stock (409A), intangibles, derivatives and private company for strategic and reporting purposes. We give personalized attention to our clients, deliver high quality valuations with a quick turnaround at a competitive price.

Indinero

The only financial team you’ll ever need With a team comprised of Certified Public Accountants (CPAs), CFOs, Controllers, and everything in between, we guarantee you’ll get the accounting services and business insights you need. We’re dedicated to making your accounting and taxes not only simple to manage but easy to act on—the secret weapon for accomplishing your business strategy and bringing your vision to life. Let our experts take a load off by outsourcing your bookkeeping and financial tasks to us -- so you can focus on growing your business.

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IPOhub

IPOhub publishes plain-English articles that explain the operational aspects that growth companies face as they progress toward an IPO.

Kruze Consulting

Kruze Consulting is a licensed CPA firm (California Board of Accountancy license #7637) providing accounting, tax, and fractional CFO services exclusively to venture capital-backed Delaware C-Corp startups that have raised at least $500K in venture funding, from Pre-Seed through Series C. The firm combines cloud-based accounting technology with hands-on support from experienced CPAs and accountants, averaging 10+ years of experience, to deliver accurate, audit-ready, investor-grade financials. Core bookkeeping services include transaction recording and reconciliation, automated categorization, revenue recognition, and monthly financial statement packages (income statement, cash flow statement, and balance sheet). Each client works with a dedicated accounting team that meets monthly to review financials and provide guidance. Tax services cover federal and state tax return preparation, state and local tax (SALT) compliance, and Delaware Franchise Tax filings. Kruze also specializes in identifying, calculating, and filing for R&D tax credits, helping startups offset payroll taxes and extend runway, even before they're profitable. Beyond core accounting and tax, Kruze offers fractional CFO services (financial modeling, budgeting, cash management, and fundraising support), 409A valuations, VC due diligence preparation, and M&A accounting support for startups approaching an exit or acquisition. Kruze Consulting has been named to the Inc. 5000 list of fastest-growing private companies for seven consecutive years, and its clients have collectively raised over $15 billion in venture capital funding.

Meld Valuation

Meld Valuation offers valuation services to the startup and venture capital community. The Company offers 409A valuation services to startups, portfolio valuation services to venture capital funds, and carried interest valuations to general partners.

Mirus Capital Advisors

Mirus helps companies fulfill the requirements of Section 409A of the Internal Revenue Code and ASC 718 / SFAS 123R regarding the valuation of stock options and other forms of deferred compensation.

Scalar

Scalar is the premier provider of 409A valuations and all other business valuations; whether for tax, financial reporting, or transaction advisory purposes. Financial Reporting • Stock-based Compensation • Purchase Price Allocation • Portfolio Valuation • Intangible Asset Impairment • Goodwill Impairment • Fresh Start Accounting • Derivative Valuation Litigation Consulting • General Litigation Support • Commercial & Shareholder Disputes • Bankruptcy Litigation Tax Services • 409A • Gift & Estate • ESOP • Entity Conversion • 1099-R & 5498 • Transfer Pricing Transaction Advisory • Fairness Opinion • Enterprise Valuation • Valuation Consulting • Solvency Opinions Scalar, a trusted valuation firm, has experience in 30,000 valuations and a team of highly credentialed professionals. They have valued over 9,000 companies across industries and are known for their collaborative and consultative approach. Private equity and venture capital firms can streamline their fund’s valuation process with a Scalar's dedicated portfolio valuation software.