Our goal is to help you meet your valuation requirements without any disruption to business.
Section 409A Valuation
Private Company Equity Awards
Fee Estimate Range
$3,000 - $6,500+
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Premium for Expedited Delivery
$1,000 - $2,500
We can help private companies issuing common stock options and related awards as compensation meet the requirements under Internal Revenue Code Section 409A to estimate the Fair Market Value of common stock to support the grant (or exercise) price.
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Our deliverable includes a thoughtful analysis of the company-specific facts and circumstances as of each valuation date summarized in an IRS-compliant report.
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ASC 718 Valuation
Fair Value of Equity-based Compensation Awards
Fee Estimate Range for Common Awards
$5,000 - $7,500
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Fee Estimate Range for Complex Awards
$10,000 - $20,000
We can help private and public companies issuing equity-based compensation awards meet the requirements under the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 718 (ASC 718) to estimate the Fair Value of the awards for expensing purposes.
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- Options with time-based or market-based vesting
- Restricted Stock Units (RSUs)
- Profit Interest Units (PIUs)
- Total Shareholder Return (TSR) Awards
- Relative Total Shareholder Return (rTSR) Awards
- Management Carve-outs
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Our deliverable includes a thorough analysis summarized in an audit-ready report.
ASC 820 Valuation
Fair Value of Investments held by VC and PE Firms
Fee Estimate Range per Investment Co.
$2,500 - $10,000
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We can help venture capital and private equity firms meet the requirements under the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topics 820 (ASC 820) and 946 (ASC 946) to estimate the Fair Value of private company investments.
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Our deliverable will be tailored to correspond with each client's back-office processes and reporting needs, as well as leverage the expertise and contributions of the investment professionals.
Tax Valuation
Valuations for Gift and Estate Tax Filing and Planning
Fee Estimate Range
$5,000 - $25,000
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We can help meet the Internal Revenue Service (IRS) filing requirements to estimate the Fair Market Value of a privately-held business or specific interests in the business for gift and estate tax reporting and planning.
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Our deliverable will include an IRS-compliant appraisal report ready for submittal with tax filings.
Ad Hoc Analysis and Model Development
Leverage Our Extensive Experience
We can help with any research, analytic, or modeling projects based on our extensive experience developing and maintaining analytical models using traditional spreadsheet applications and conducting company, industry, and other data-related research and analysis.
*Fee estimates provided above are based on typical ranges for such services and any formal engagement for valuation services may include a fee estimate that differs from the above ranges based on specific facts and circumstances. Please contact us to obtain an accurate fee estimate for your particular engagement.