I will do 409a valuation, business valuation and startup valuation report
About this Gig
Need a 409A valuation, business valuation, or startup valuation report that's audit-ready and IRS-compliant? You're in the right place.
I'm Jason a CPA, EA, Certified Forensic Examiner, and valuation expert with 14+ years of experience and 1,500+ valuation assignments completed globally. My certifications include CPA, CVA®, ABV®, ASA, and MRICS®, plus an MBA, Ph.D. in Finance, and Post-Doctorate in Financial Management.
What you'll receive:**
- Comprehensive valuation report (3050+ pages)
- IRS Section 409A compliant and audit-defensible
- Fair Market Value (FMV) per share calculation
- Full methodology: Income Approach (DCF), Market Approach, Asset Approach
- OPM / PWERM allocation for complex cap tables
- Industry benchmarking and comparable company analysis
- Editable draft + final signed PDF report
Perfect for:
- Startups issuing stock options (ISOs, NSOs, RSUs)
- Pre-seed through Series D+ companies
- M&A, fundraising, or gift and estate tax planning
- Companies preparing for audit, IRS review, or acquisition
- Intangible asset valuation (IP, patents, trademarks, goodwill)
Trusted by startups, venture capitalists, and CFOs for funding, growth strategies, and informed valuations
FAQ
Is your 409A valuation report IRS-compliant and audit-ready?
Yes. Every report is prepared under IRS Section 409A safe harbor guidelines and is defensible under audit by Big 4 firms, the IRS, or acquirers during due diligence.
How long does a 409A valuation take?
Standard delivery is 5–10 days depending on complexity. Rush delivery (3 days) is available for an additional fee — message me before ordering.
What information do you need from me to start?
Cap table, last 12 months of financial statements, forward projections (if available), details of your most recent funding round, and a brief company overview. I'll send a full checklist after you message me.
How often do startups need a 409A valuation?
At least once every 12 months, or sooner if there's a material event (new funding round, acquisition offer, major change in business). The IRS safe harbor window is 12 months.
