our philosophy

We’re a modern valuation services company that believes people come first

We offer tech-enabled, tailor-made valuation services that minimize risk for growing companies.

our approach

We built our business on strong client relationships and innovative tech


“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.”



Keyvan Firouzi

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



our team

We learned from the industry’s best, then created something better.

For decades, our team has worked with diverse clients across the valuation compliance industry, eager to improve it with an approach that’s smarter, faster, more intuitive.

years of combined financial
services experience
Our team has been through
booms, busts, aquistions,
anything you can imagine. We’re
experienced and ready for
challenge, stage, or scenario your
company may face.
Keyvan Firouzi, CFA


Product at Gust,
Consulting at PwC,
Studied at UCSB

Julien Desmont


Credit Derivatives technology at
Goldman Sachs, Equity Derivatives technology and Convertible Bonds trading at BNP Paribas.
Studied at Ecole des Mines

Liya Brook

Cryptocurrency Valuation Lead

Head of Partnerships at Spire,
Director at AXA Equitable,
Senior Associate at Duff & Phelps,
Studied at NYU

Michael Wierwille

Senior Advisor
Intangible Asset Valuation Services

Managing Director at Duff & Phelps,
Managing Director at S&P Corporate Value Consulting,
Principal at PwC,
Studied at Pepperdine

Jonathan Adlerman, CFA


Associate, WR Hambrecht + Co,
Analyst at Caine Mitter & Associates,
Studied at Rutgers

Jackson O’Brien, CFA

Senior Associate

Analyst at Stern Value Management,
Studied at University of Maryland

Specialties in
Private Stock Valuation
Cryptocurrency Valuation
Derivative Valuation
Purchase Price Allocation
Intangible Valuation
We can help you translate
qualitative, abstract contracts,
into quantitative considerations
that would allow you make the right
business decisions.
Nicholas Canova

Data Analytics Lead

Founder at Canova Analytics,
Data Scientist at Fandex,
Basketball Analyst at Krossover,
Studied at Stanford University

Stefan Gomez

Head of Finance & Operations

VP of Finance at Hackbright Academy,
Portfolio Analyst at Saints Capital,
Senior Associate at Deloitte & Touche,
Studied at University of San Francisco

Daniel Gladstone

Valuation Analyst

Equity Management Services
Level III CFA Candidate,
Studied at Baruch College

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