Valuation services for startup equity

409.AI helps startups prepare expert-reviewed 409A valuation reports, QSBS attestation letters, and related valuation documentation.

Report types

  • 409A valuation report: Expert-reviewed 409A valuation reports for common stock FMV and stock option strike price support.
  • QSBS attestation letter: Investor-ready QSBS attestation letters for diligence, shareholder requests, and advisor review.
  • ASC 718 valuation report: Expert-reviewed ASC 718 valuation reports with grant-date fair value analysis to support stock-based compensation expense and audit requests.
  • ASC 820 valuation report: Expert-reviewed ASC 820 valuation reports with fair value analysis and Level 3 documentation support for US GAAP reporting.
  • CSOP valuation report: Expert-reviewed CSOP valuation reports to support option exercise prices, with VAL230 advance-agreement support for HMRC.
  • EMI valuation report: Expert-reviewed EMI valuation reports covering UMV and AMV, with VAL231 submission support for HMRC.
  • SMB valuation report: Expert-reviewed fair market value valuation reports for small and medium-sized businesses, loans, buy-sell agreements, ownership changes, and planning.
  • IFRS 2 valuation report: Expert-reviewed IFRS 2 valuation reports with grant-date fair value analysis for share-based payment expense and audit support.
  • Gift & Estate Tax valuation report: Expert-reviewed private-company valuation reports for gift and estate tax filings, with fair market value analysis as of the transfer date.
  • Purchase price allocation report: Expert-reviewed purchase price allocation reports under ASC 805, with fair value analysis of acquired intangible assets and goodwill.
  • Goodwill & intangible impairment testing report: Expert-reviewed impairment testing valuations under ASC 350 and ASC 360, with reporting unit fair value analysis built for auditor review.
  • ESOP valuation report: Expert-reviewed annual ESOP valuation reports, with independent fair market value analysis supporting trustees and ERISA compliance.
  • IP & intangible asset valuation report: Expert-reviewed valuations of patents, trademarks, software, and other intangible assets for transactions, licensing, tax, and reporting.