I will prepare an audit ready 409a valuation and asc 718 stock based comp report
CPA 409A Valuation ASC 718 and QSBS for Venture Backed Startups
About this Gig
You are not buying a PDF.
You are buying the confidence to grant equity to the people building your company, and to sleep the night before the board meeting.
Every founder I work with arrives in the same place: the round closed, the team is waiting on their options, and suddenly there is a compliance step nobody warned them about. That part is easy. I will carry it.
WHAT YOU RECEIVE
- A 409A valuation report your board can approve on sight
- Enterprise value from DCF, market comps and a backsolve from your real round
- OPM backsolve allocation built on your actual preference stack
- DLOM derived from a model, with the inputs shown on the page
- ASC 718 expense schedule so your valuation and your footnote finally agree
- Live Excel workpapers you keep, and can reuse next year
- Plain English summary you can read in four minutes
WHY FOUNDERS COME BACK
Because I explain the number instead of handing it over.
You will understand your own valuation well enough to defend it in a room without me.
Message me your board, grant or audit date and I will tell you within the hour and exactly what it will cost.
Not sure which package fits? Message me. I will tell you the smaller one if it does.
FAQ
Are you qualified to issue an IRS safe harbor 409A valuation?
Yes. Safe harbor requires a qualified independent appraiser. I hold my credential and have no equity or board interest in your company, which is what independence means and what your auditor will verify first.
How is this different from a cheap template valuation?
A template gives you a PDF. I give you linked workpapers, a sourced methodology narrative and a quantified DLOM. When your auditor asks how you reached the number, the file answers for you.
How fast can you deliver?
My board meets soon. Standard is 5 days. 48 and 72 hour rush is available as an extra. Message me your board or audit date before ordering and I will confirm honestly whether I can hit it.
What if my auditor pushes back on the valuation?
On Premium I respond to auditor queries free for 30 days. On Basic and Standard you can add it. I have never had a report fail audit review, and I will not deliver one I cannot defend.
How long is the valuation valid?
Twelve months, or until a material event such as a new priced round, an acquisition offer or a major change in forecast. Grant options on a stale 409A and you lose safe harbor protection.
Do you work with pre revenue or pre seed startups?
Yes. Pre revenue companies are valued on backsolve from the last priced round or SAFE, plus market comps. Basic package is built exactly for this stage.
I am a foreign founder with a Delaware C corp. Can you help?
Yes. A large share of my clients are non US founders who flipped into Delaware. The 409A requirement is identical regardless of where you personally reside.

