Valuation Services for Investors and Companies.

Preferred Return provides valuation compliance, valuation advisory, and financial modeling services to a diverse set of investors and companies. By augmenting decades of experience with our modern technology, we provide audit-proof, high-quality services whenever they’re needed, and deliver reports in days, not weeks.

You’re in Expert Hands

Our valuation analysts have performed over 4,000 valuations for organizations of all stages and sizes. Every valuation we do is fast, accurate, audit-ready, and cost-effective.

Working with Preferred Return was a real pleasure. Their process is super easy, and they delivered by the date we needed.

TONY ZAKULA / CFO EXPENSIFY

We’re Service-Obsessed

You’ll have a dedicated in-house analyst who’s always there when you need answers and updates. We deliver reports in days, not weeks, and stick with you through every step of the process — especially at audit time.

As VeloCloud scaled, the Preferred Return team provided much needed 409A valuation analysis, support and guidance and at audit time and importantly at the time of acquisition (by VMware) we were well prepared for all questions and issues.

Mark Thorpe / Head of Finance

Our Process Respects Your Time

People love our software’s highly-optimized process, which is quick and easy (pleasant, even) from first contact to final delivery.

Everything was online. I was able to focus on running my business instead of managing the 409A process.

IAN HEIDT / CEO OF HOUSECALL PRO

Let’s Talk Valuation

Whatever your valuation needs are, we’ve got them covered. From IRC 409A to ASC 820 and from preparing for an acquisition to post-acquisition purchase price allocation, we’re ready to help you with our extensive range of tools and services.

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Ready to Get Started?

We’re always happy to talk. How can we help?