what we do

We obsess over the things you don’t want to think about.

IRS compliance. Auditor scrutiny. SEC inquiry. Our team of seasoned experts handles every aspect of valuation compliance and upkeep, so you can focus on your company.

TAX
Cryptocurrency valuation
Token-Based Awards
(IRC 409A)
You live on the cutting edge of cryptocurrency technology. Perhaps you’re one of the first movers in blockchain, working against a slew of competitors trying to steal your share. To attract (and retain) the best talent for your team, you’ll want to issue token awards, then align incentives to keep them invested. IRS guidance indicates that the tokens you issue are treated as compensation in the same way that equity is—and that means you’ll need help navigating their potential tax impact. We offer deep expertise in cryptocurrency valuation, so you can recruit top talent and get back to leading the Blockchain revolution.
FINANCIAL STATEMENT REPORTING
Non-Cash Compensation Reporting
(ASC 718)
Payroll: deceptively complex. The payroll that you’ve paid your team shows as a simple expense. But issuing 5,000 options that are subject to vesting doesn’t show up on your P&L. ASC 718 requires you to show this expense figure. We can handle it.
FINANCIAL STATEMENT REPORTING
Purchase Price Allocation
(ASC 805)
Putting a number on the intangible. In between negotiating a transaction and integrating its customers, technologies and other intricacies, the buyer has to identify all of the assets it’s acquiring to ultimately report their Fair Value. Reporting the value of a car: pretty simple. Reporting the value of software designed to take photographs of retail parking lots from low-orbit satellite? Hard. Or, the value of someone’s attention span? Even harder. We’re here to make it easy.
FINANCIAL STATEMENT REPORTING
Derivative Valuation
(ASC 815)
Don’t let valuation spoil good chemistry. You love your bank. They love your back. So they’ve given you a reduction in rate—but in exchange, ask that you issue them some warrants to share in the upside. Both positions (the debt and the warrant) may need to be mark-to-market (or valued). We can handle the valuation, so you can continue the romance.
All Services
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