I will perform an audit ready 409a valuation for your startup
Business Valuation and Financial Analysis Expert
About this Gig
Need an independent, audit-ready 409A Valuation to safely issue employee equity without IRS penalties?
Avoid costly compliance errors. I deliver institutional-grade 409A startup valuation reports built strictly to AICPA guidelines, designed to confidently pass strict IRS, legal counsel, and investor scrutiny.
What You Get:
- Audit-Ready 409A Report (PDF): Full asset, market, and income approach breakdown.
- Dynamic Valuation Model (Excel): 100% transparent formulas using OPM & Black-Scholes.
- Cap Table Analysis: Clean mapping of common/preferred stock, options, and warrants.
Why Trust This Gig?
- IRS & GAAP Compliant: Fully tailored to US regulatory standards.
- Investor Approved: Clean formatting ready for your Board or VC due diligence.
Message me now with your cap table to get started!
Valuation type:
Business
Valuation purpose:
409A
Target country:
United Kingdom
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United States
FAQ
What methodology do you use for the 409A valuation?
I strictly adhere to AICPA guidelines. I utilize the Income Approach (Discounted Cash Flow), Market Approach (Guideline Public Company & Precedent Transactions), and allocate the final equity value across your cap table using the Option Pricing Method (OPM) or Black-Scholes model.
Is this report ready for an IRS audit or VC due diligence?
Yes. The final PDF and supporting financial models are structured as formal, independent corporate appraisals. They are designed to satisfy company lawyers, future venture capital investors during fundraising, and IRS compliance audits.
What documents do I need to provide to get started?
To begin, you will need to provide your current capitalization table (cap table detailing common/preferred stock), your most recent balance sheet and income statement (YTD and trailing 12 months), and any internal financial projections you have for the next 3–5 years.
Do you offer support if my auditor or board has questions?
Absolutely. If your legal counsel, board of directors, or CPA requests adjustments or clarification on the valuation methodologies used, I will work with you to provide the necessary revisions and answers promptly.
