With financial markets in turmoil, and due diligence undergoing more scrutiny, no one can afford to be out of compliance with the IRS or the SEC.

As one of only three groups preferred by the Small Business Administration (SBA), we know how to provide the right guidance to move you toward a stronger equity valuation, that is compliant with IRS 409-A / FASB 123(r).

Having completed over 175 to date, the valuations our partnership provides have never been rejected or challenged by the IRS, the SBA or an accounting firm.

If you've never had a business valuation done, or you just want a quick view of what your firm might be worth, click here to launch our high-level valuation calculator.

Team:

Our senior team includes a senior financial modeling expert with over thirty years of operations and finance experience, and investment banking and M&A expert with over 400 successful closings, and a senior marketing and strategic development expert with twenty years building businesses from origination to success.

The Process:

We leverage our proprietary methodology to deliver a 409-A / FASB 123(r) compliant valuation; we can also position these to provide you with the necessary due diligence for capital funding, M & A and corporate development.

Please contact us today to see if you are compliant with the IRS Section 409-A / FASB 123(r). All U.S. companies are required to be in complete documented and operational compliance by January 1, 2009.

We will quickly assess your needs and develop a specific proposal detailing our service.  We will collaborate with you to quickly and cost-effectively develop a comprehensive valuation.

Because each business and situation has unique characteristics, the sizing guidelines below should be used as an approximation for your specific business.  What is true for one company in one industry, may not be true for a similar company in the same or different industry.

Once you select the option you think best fits your situation, we will contact you within 2 business days to confirm your order.

Growth Valuation

Corporate Valuation

Enterprise Valuation

Custom Valuation