We’ve delivered over 4,000 valuations to companies at all stages. Protect your employees with Safe Harbor protection painlessly and cost-effectively—talk to an expert today and we’ll send you a draft within 96 hours.
Uploading due diligence is quick and painless – and you won’t need legal assistance. Finally, a streamlined business valuation process.
Everything was online. I was able to focus on running my business, instead of managing the 409A process.Ian Heidt / CEO Housecall Pro
Need a 409A valuation report? You’ll get your first draft within 96 hours. We’ll review with you, and then sign, seal, and deliver.
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 take a tailored approach to your business and specific needs. You’ll have the undivided attention of one of our senior analysts throughout the business valuation process.
It’s reassuring to be able to just pick up the phone or shoot an email and get the answer that we need.Dan Quinlan / VP of Ops & Finance at QADIUM
As your company grows and complexities multiply, our bench of experts will be there to assist you with your ever-changing needs.
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 AT VeloCloud Networks
Since 2009, Preferred Return has supported Refinery 29 through rapid growth, management changes, and an ever-changing industry
Working with Preferred Return for preparing our various Valuation reports was a smooth, easy, and cost-effective experience.
As we've grown, the Preferred Return team has been incredibly responsive and flexible to work with. They’ve been a trusted go-to source of knowledge whenever our internal team, our lawyers or our board need answers.
The Preferred Return team was a pleasure to work with. They had years of context on the company, understood the ever-changing nature of our industry, and were ready to provide support when our auditors requested it.
For decades, our team has worked with diverse clients across the valuation services industry, eager to improve it with an approach that’s smarter, faster, and more intuitive.