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I will provide 409a valuation and startup valuation report
About this Gig
Are you preparing to issue stock options to employees or raising capital from investors? You need an IRS-compliant 409A valuation and a comprehensive startup valuation report that stands up to audit scrutiny.
I provide high-precision, audit-ready valuation reports designed for startups from seed stage through Series B. Every report combines institutional-grade financial methodology with clear, actionable metrics to protect your company and satisfy investor requirements.
What You Will Get
- IRS Section 409A Compliance: Audit-ready Fair Market Value (FMV) determination for common stock option pricing.
- Multi-Methodology Approach:
- Income Approach: Discounted Cash Flow (DCF) analysis.
- Market Approach: OPM Backsolve and Comparable Public/Private Company Multiples.
- Asset Approach: Net Asset Value for early/pre-revenue startups.
- Cap Table & Waterfall Analysis: Share classes, liquidation preferences, and option pool breakdown.
- Discount Application: DLOM (Discount for Lack of Marketability) calculation.
- Formal Executive PDF Report: Complete with executive summary, methodology notes, risk factors, and valuation charts.
- Editable Excel Model: Full financial forecast model with formulas intact.
FAQ
What documents are required to get started?
You will need your latest Cap Table, historical financial statements (or trial balance), revenue/expense projections for 3–5 years, details on past fundraising rounds (SAFEs, convertible notes, preferred stock), and company charter documents.
Why does a startup need a 409A valuation?
Under US IRS regulations (IRC Section 409A), equity grants (stock options) issued to employees must be priced at or above Fair Market Value (FMV). A formal 409A valuation establishes this FMV to avoid severe tax penalties for option holders.
How long is a 409A valuation valid?
A 409A valuation report is valid for up to 12 months from the effective valuation date, or until a material event occurs (e.g., a new priced financing round or major acquisition).
Will you sign an NDA before receiving my documents?
Yes, absolute confidentiality is guaranteed. I am happy to sign your standard NDA or provide my standard agreement before you share sensitive financials.
