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I will prepare an audit ready 409a valuation and startup valuation report
Professional 409A Valuation, Startup Valuation Expert
Are you preparing to grant equity, issue stock options, raise seed/venture capital, or navigate an M&A transaction? A non-compliant valuation can trigger severe tax penalties under IRS Section 409A or...
About this Gig
Getting your startup valued correctly is essentialwhether for tax compliance under IRS Section 409A or for attracting prospective buyers and investors. I provide high-precision, institutional-grade valuation reports crafted to meet tax compliance standards and impress sophisticated investors.
Services Included in This Gig:
409A Valuation for Equity & Stock Options
- Determination of Fair Market Value (FMV) for common stock.
- Full AICPA-compliant methodology documentation (DCF, Market Multiples, OPM Back-solve).
- Safe harbor documentation to minimize IRS tax risks under IRC §409A.
Investor & Buyer-Facing Startup Valuation
- Strategic valuation reports designed for pitch decks, M&A, buy-side due diligence, and partner buyouts.
- Clear narrative framing around market opportunity, revenue projections, and competitive advantage.
- Sensitivity and scenario analysis to show downside protection and upside potential.
Cap Table & Equity Waterfall Modeling
- Detailed breakdown of preferred vs. common shares, options, convertibles (SAFEs/Notes), and fully diluted ownership.
FAQ
What is the difference between a 409A valuation and an investor valuation?
A 409A valuation determines the Fair Market Value (FMV) of a private company's common stock specifically for setting exercise prices on tax-compliant stock options under IRS rules (aiming for tax safety).
Is your 409A valuation audit-ready?
Yes. Reports follow AICPA guidelines (Valuation of Privately-Held-Company Equity Securities Issued as Compensation) and apply standard methodology to establish safe harbor conditions under IRC Section 409A.
What methodology do you use to value early-stage startups?
Depending on your business stage and available data, I utilize the Income Approach (Discounted Cash Flow / DCF), Market Approach (Precedent Transactions & Trading Comps), Option Pricing Method (OPM Back-solve from recent funding rounds), or Asset-Based approaches.
Do you provide editable source files?
Yes, the Premium package includes the underlying dynamic Excel financial model along with the formal PDF valuation report.
