TAX VALUATION

409A Valuation

When your company issues stock options to employees or advisors, IRC section 409A requires you to substantiate the fair market value of the options’ strike price. We we’ll provide you with a 409A valuation report that provides you and your employees Safe Harbor protection.

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
  • 4,000+ 409A valuations delivered

    Our expert analysts have worked with thousands of private companies, referred to us by Cooley, DLA Piper, Gunderson, WSGR, Goodwin, Orrick, Perkins Coie, and others.
  • Safe Harbor protection, audit-proof

    Grant equity with peace of mind when you secure Safe Harbor status. In the event of an audit, we’ll work with you every step of the way.
  • Cost-effective, timely 409A reports

    We have our valuation process down to a science—you’ll have a draft report in 3-5 business days at the lowest cost in the industry.