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Our goal is to help you meet your valuation requirements without any disruption to business.

Concept Analytics LLC - Valution Solutions

Section 409A Valuation

Private Company Equity Awards

Fee Estimate Range

$3,000 - $6,500+

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.

Our deliverable includes a thoughtful analysis of the company-specific facts and circumstances as of each valuation date summarized in an IRS-compliant report.

Check out a few of our related articles!

What is 409A!?

Overview of a 409A Valuation

Post-Money Value vs 409A Valuation


ASC 718 Valuation

Fair Value of Equity-based Compensation Awards

Fee Estimate Range for Common Awards

$5,000 - $7,500

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.

- 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

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

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.

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

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.

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.

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