Concept Analytics Pricing Overview

409A Valuation for Private Companies

$3,000 to $6,500+

Summary Report

Concept Analytics can help private companies issuing common stock options and related awards as compensation meet the requirements under Internal Revenue Code Section 409A to estimate the Fair Market Value of common stock to support the grant (or exercise) price. The deliverable includes a thoughtful analysis of the company-specific facts and circumstances as of each valuation date summarized in an IRS-compliant report.

ASC 718 Valuation for Equity Awards

$5,000 to $7,500

Summary Report

Concept Analytics can help private and public companies issuing equity-based compensation awards (options, RSUs, TSR and rTSR awards, etc.) meet the requirements under the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 718 (ASC 718) to estimate the Fair Value of the awards for expensing purposes.

ASC 820 Valuation for PE / VC Firms

$2,500 to $10,000

Per Investment Co.

Concept Analytics can help venture capital and private equity firms meet the requirements under the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topics 820 (ASC 820) and 946 (ASC 946) to estimate the Fair Value of private company investments. The deliverable will be tailored to correspond with each client's back-office processes and reporting needs, as well as leverage the expertise and contributions of the investment professionals.

Gift and Estate Tax Valuation

$5,000 to $25,000

IRS-Compliant Report

Concept Analytics can help meet the Internal Revenue Service (IRS) filing requirements to estimate the Fair Market Value of a privately-held business or specific interests in the business for gift and estate tax reporting and planning. The deliverable will include an IRS-compliant appraisal report ready for submittal with tax filings.

Concept Analytics aims to provide a combination of quality, client service, speed, and price that cannot be matched by any other service provider.

Pricing information for Concept Analytics is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Concept Analytics must be conducted with the seller.

Fee estimates provided above are based on typical ranges for such services and any formal engagement for valuation services may include a fee estimate that differs from the above ranges based on specific facts and circumstances. Please contact Concept Analytics to obtain an accurate fee estimate for your particular engagement.

Pricing information was last updated on October 09, 2024

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Concept Analytics Alternatives Pricing

The following is a quick overview of editions offered by other 409A Valuations Providers Service

Eqvista 409a Valuation 409a Valuation - Pre-Funded	$990.00	https://eqvista.com/409a-valuation/
Transaction Capital LLC "409A Valuations You Can Trust – Certified, IRS-Compliant, Audit-Ready, Starting at $500!" 🚀	Starting at $500.00With One-Time Purchase	🏆 Certified 409A Valuation Services Signed by Certified Business Valuer We deliver IRS-compliant, audit-ready 409A valuation reports prepared by ABV-AICPA, CVA, and ASA experts, strictly adhering to USPAP standards. Our comprehensive reports are designed to withstand IRS and auditor scrutiny, ensuring accuracy and compliance for equity compensation.
Sharp 409A 409A valuation	Starting at $971.00With One-Time Purchase	Sharp 409A offers a customized price for very early stage startups who have not raised any funding whatsoever in the form of Convertible Notes, SAFEs, Seed, etc. Audit Ready reports Detailed report more than 60 pages

Various alternatives pricing & plans

Pricing information for the above various Concept Analytics alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.