Safe Harbor & IRS Defensibility
Rigorous valuation methodologies adhering to AICPA guidelines, with documented assumptions supporting IRC §409A safe harbor compliance and IRS defensibility.
Independent IRC §409A stock option valuations with full IRS Safe Harbor protection. Direct senior valuation director review, Big-Four audit defense guarantee, delivered in 3–5 business days.
Request a 409A Valuation ScopeFor founders, CFOs, VCs and controllers preparing stock option grants, a funding round or a 409A refresh.
Rigorous valuation methodologies adhering to AICPA guidelines, with documented assumptions supporting IRC §409A safe harbor compliance and IRS defensibility.
Option Pricing Model (OPM) and backsolve analysis for preferred share classes, convertibles and SAFEs, reflecting the economics of your capital structure.
Direct coordination and defense with your audit team at no extra cost. Senior valuation director review keeps the analysis and supporting evidence aligned.
Fixed-fee quotes with no hidden subscription lock-in. Receive your valuation in 3–5 business days with a clearly defined scope.
Share your requirements so we can define the valuation scope, information needed and timetable.