I will perform CPA business valuation, dcf, 409a, fmv analysis
Over 9Years of Precision, Compliance and Results
About this Gig
Are you seeking a precise, investor-grade valuation of your business or startup? I'm a licensed US CPA with extensive experience in business valuations, financial modeling, and M&A advisory. I deliver comprehensive, defensible, and audit-ready valuation reports tailored for investors, founders, and corporate clients who need accuracy, transparency, and professional insight.
My premium CPA services include:
- Comprehensive Business Valuation Using DCF, FMV, and market-based approaches
- 409A Valuation IRS-compliant valuations for private companies
- M&A & Investment-Grade: Analysis Supporting funding, acquisitions, or equity transactions
- Financial Modeling: Custom LBO, projections, and scenario analysis
- Equity Pricing & Forecasting; Professional insights for investors or boards
Every report is carefully prepared with CPA precision, providing actionable insights and credible documentation that withstands scrutiny. Whether you are seeking funding, selling, acquiring, or optimizing equity, I ensure your valuation is clear, investor-ready, and professionally defensible.
Message me today to discuss your valuation needs and receive a tailored, investor-ready report that you can trust.
FAQ
What documents do you need to start my business valuation?
I will need your financial statements (P&L, Balance Sheet, Cash Flow), tax returns, projections, capitalization table, and any relevant contracts or agreements. After ordering, I provide a full checklist to ensure accuracy.
Can you handle startups, small businesses, and multi-entity corporations?
Absolutely. I specialize in valuations for startups, private companies, and complex multi-entity structures, tailored to investor, tax, or M&A requirements.
What methods do you use for valuation?
I use standard, investor-grade methodologies including Discounted Cash Flow (DCF), Fair Market Value (FMV) analysis, 409A valuations, comparable company analysis, and scenario modeling for reliable, defensible results.
Do you provide investor-ready or audit-ready reports?
Yes. Every valuation report is professionally formatted, audit-ready, and suitable for investors, lenders, or M&A purposes.
Can you assist with due diligence for M&A or funding?
Yes. My services include due diligence, scenario analysis, and financial modeling to support investor presentations, funding rounds, or corporate transactions.

