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I will prepare startup and 409a valuation with financial modelling, projections and dcf
CPA Business Valuation and Financial Modeling Specialist
Welcome! I am a US Certified Public Accountant (CPA) specializing in independent business valuation, dynamic financial modeling, and investment analysis. My practice provides certified company apprais...
About this Gig
Want to know what your startup is really worth before negotiating with investors or issuing equity to your team?
As a licensed CPA and venture finance specialist who has partnered with hundreds of founders and venture backed startups across top global platforms, I deliver institutional-grade startup valuations, IRS compliant Section 409A stock option valuations, and dynamic financial projection models designed to withstand investor scrutiny and satisfy audit standards.
WHAT I'LL DELIVER:
- Audit-defensible 409A valuation report for common stock options
- Multi-tier cap table waterfall modeling using Option Pricing Method (OPM)
- Dynamic 3-statement integrated pro-forma financial models (IS, BS, CFS)
- Multi-scenario Discounted Cash Flow (DCF) with Monte Carlo sensitivity
- Early-stage valuation models (Scorecard, Berkus, and VC methods)
- Executive investor-ready valuation memo and cap table summary
WHY CLIENTS WORK WITH ME
Having guided hundreds of startups across global platforms through priced rounds, SAFE conversions, and option pools, I bring senior CPA rigor and institutional VC modeling without firm overhead or delays.
I respond within a minute and keep you updated throughout.
Other Corporate Finance Services I Offer
FAQ
What valuation methodologies do you apply for early-stage and pre-revenue startups?
For pre-revenue or early-stage ventures, I apply a blend of the Venture Capital Method, the Berkus Method, and the Scorecard Valuation Method, combined with qualitative risk-factor assessments and market transaction comparables.
What is a 409A valuation, and why does my startup need one?
It's an independent valuation of your common stock, used to set a fair strike price for employee stock options. Without a safe-harbor-compliant 409A, your company and employees risk IRS penalties if the strike price is later challenged.
Does a CPA qualify to perform 409A valuations under IRS safe harbor?
Safe harbor requires the valuation be done by someone who performs this type of valuation regularly as part of their business. I hold a CVA/ABV credential and do this work routinely, which supports safe harbor treatment.
How often do I need a new 409A valuation?
Generally every 12 months, or sooner after a material event like a new funding round, material changes in operations, or a planned exit.
