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409a val

409A Valuations

A 409A valuation is an independent appraisal used to establish the fair market value (FMV) of a private company’s common stock for setting stock option strike prices and other equity awards – particularly for startups and early-stage companies. Consistent with NACVA standards, the analysis clearly defines the standard of value and valuation premise, applies appropriate valuation approaches (income, market, and, when relevant, asset-based methods), and documents key assumptions and supporting evidence.

The result helps companies demonstrate compliance, improve the integrity of financial reporting, and mitigate the risk of adverse IRS scrutiny and penalty exposure.

Why Partner With Us:

  • Independent Assessment: Unbiased, third-party analysis you can trust.
  • Experts in Business and Financial Analysis: Deep analytical expertise tailored to private companies.
  • Certified Valuation Analysts (CVA): Credentialed to the highest industry standards.