Attach an audit-ready valuation to the work you already run.

Referring out means losing the thread

The valuation question always reaches the firm first. What happens next decides who the client relies on.

• Clients ask the firm, then get handed to a valuation vendor whose work the firm cannot vouch for line by line.
• Option grants and filings wait on the valuation, and the firm absorbs the chasing when a provider runs slow.
• Audit and filing season concentrate the deadlines. A multi-week bespoke engagement does not fit that calendar.
• Standing up an in-house valuation practice means credentialed appraisers and methodology upkeep for a service most clients need once a year.

How we work with firms

Start with referrals today, move to co-branded delivery when the volume justifies it. Your firm stays the advisor of record either way.

1. Refer or co-brand

A referral link can go live today and pays $150 per completed report, free to join with no volume commitments. Co-branded partners buy at discounted partner fees and set the client price.

2. Your firm stays advisor of record

You introduce the engagement and we keep you posted from intake to delivery. The client hears from the firm they hired, not from a vendor they have never met.

3. Audit-ready delivery on firm deadlines

A draft in about 24 hours and an expert-reviewed final within 7 business days, express in 1 or 3. Reports follow our OPM backsolve methodology, aligned to IRS safe-harbor requirements.

OWM offers valuations through its own branded 409.AI intake

OWM clients order valuation reports through a white-labeled onboarding that carries the firm brand end to end. The firm keeps the client relationship and the advisory conversation, and credentialed 409.AI analysts prepare and review every report behind it.

• White-label onboarding in production today
• The firm stays advisor of record
• First 2 hours of audit support included with every report

Frequently asked questions

Do we have to commit to volume?

No. The referral model is free to join with no volume commitments, and you earn $150 per completed report. Move to co-branded delivery whenever the volume justifies it.

Which report types can we offer clients?

One partnership covers 13 report types: 409A, SMB, ASC 718, IFRS 2, ASC 820, QSBS, gift & estate, ESOP, EMI, CSOP, purchase price allocation, impairment testing, and IP valuations.

How do we stay informed on a client engagement?

We keep you posted from intake to delivery. The draft is ready in about 24 hours, so the firm sees where a report stands long before a filing or grant date depends on it.

Who answers if the IRS or an auditor questions a report?

Someone who worked on it. Every report is reviewed by CPA, CFA, and FRM credentialed professionals, and the first 2 hours of audit support are free, then $175 per hour.