I will prepare series a 409a valuation, seed round valuation, and backsolve opm model
US Corporate Tax Filing and Schedule Compliance Specialist
About this Gig
Please Note: An IRS Safe Harbor 409A valuation is valid for up to 12 months or until a new material equity round or liquidity event occurs.
I provide institutional-grade, AICPA-compliant 409A valuation reports designed specifically for venture-backed companies.
Services Included in This Gig:
- Backsolve Method Application: Deriving enterprise value and common stock FMV directly from investor pricing in recent funding rounds
- Option Pricing Model (OPM) Allocation: Modeling liquidation preferences, participation rights, and dividend yields across preferred stock series.
- Volatility & Risk Analysis: Selecting appropriate public company peer groups and calculating asset volatility.
- Signed Audit-Ready Valuation Report: Fully compliant with AICPA Accounting & Valuation Guidelines and USPAP standards.
- Board Resolution & Consent Package: Formal documentation to establish option grant strike prices under IRS Safe Harbor rules.
Contact me with your post-money Cap Table and Series A Investor Term Sheet before placing an order!
FAQ
Does this valuation include auditor defense?
Yes! The Standard and Premium packages include direct representation to answer technical valuation questions from your external accounting firm during financial audits.
Why is the Backsolve Method preferred for Seed and Series A companies?
AICPA guidelines consider an arm's-length transaction with independent venture investors (e.g., a priced Series A round) to be the best indicator of company value. The Backsolve Method infers total enterprise value from the price paid per share for preferred stock.
What is the difference between an OPM and a PWERM valuation model?
An Option Pricing Model (OPM) treats equity components as call options on company value, making it ideal when future exit timing is uncertain. A PWERM models specific future exit scenarios (IPO, acquisition, dissolution) and is typically used for late-stage (Series B+) companies.

