Services for Companies

409A Valuations, M&A Advisory, Scenario Modeling, and More

We’ve delivered over 4,000 valuations to companies at all stages. Whether you’re getting ready to raise a round and issue options or seeking help with an acquisition, we’re here to offer expert guidance and quick valuations that keep you and your auditors happy.

Best-in-Class 409A Valuations: Safe Harbor in 4 Days

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.

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Software-Enabled Expert Analysis

No more version control issues or checking and double-checking inputs and calculations. Our experts and our software ensure that every input and output is error-proof. All of your data, analysis, and reports are accessible, up-to-date, and audit-proof.

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.


Process-Optimized and Quick

We deliver reports before your deadlines. Getting started is a snap for you and our software facilitates the quickest valuation process on the market.

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


Scenario Analysis & Expert
Transaction Advisory

Aiming for an exit or considering a capital raise? We can help you every step of the way from forecasting a range of reasonable valuations to helping you understand the impact of deals on your capital structure.

Ready to Get Started?

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