Professional Valuations
Expert valuation services for your business needs. From fundraising to estate planning, we provide accurate and defensible valuations.
Need a Valuation?
Book a call with our team to discuss your valuation needs. We'll walk you through the process and timeline.
409A Valuations
$1,499
IRS-compliant valuations for your company's common stock, essential for issuing stock options and maintaining compliance.
When You Need a 409A:
- •Raising a new round of funding
- •Issuing stock options to employees
- •Keeping your 409A current (typically annual refresh)
- •Material changes in your business or market conditions
Gift Valuations
$1,499
Specialized valuations for gifting shares into trusts, essential for estate planning and tax optimization strategies.
Perfect For:
- •Transferring shares into QSBS trusts
- •Estate planning and wealth transfer strategies
- •Gift tax compliance and reporting
- •Establishing fair market value for trust contributions
Creating a Trust? Special Bundle Pricing Available
If you need both a 409A valuation and a gift valuation when setting up your trust, we offer special bundled pricing.