Better Valuations

For funds, companies, and individuals

Satisfy IRC 409A, ASC718, and ASC820 without extra cost, whether you are an entrepreneur, investor, or legal/accounting professional.

Audit-Tested

Approved by major accounting firms

Over 200 valuations completed for U.S. companies since inception. Audits passed with major accounting firms. AICPA-compliant methods used for all reports.

Thorough & fast

Online access

No offshoring

Seamless process refined through three years of operations, conducted entirely online. Reports turned around in 5 days for early stage companies.

Triple-Purpose Valuation Reports

IRC 409A

Tax regulation instituting penalties for overpriced stock options and other deferred compensation.

ASC 820

Requirement for private equity funds to mark-to-market. Formerly SFAS 157.

ASC 718

GAAP standard requiring correct expensing of stock options on balance sheet. Formerly SFAS 123r.

Satisfy all three topics in one report, for the same price.

Preferred Return Guarantees

1. Deliverables will meet your deadline, or our work is free.

2. Valuations will be free of methodology errors.

3. Your data will be secure at all times and consistent with what we report.

Testimonials

Galen Ward

CEO, Estately

"Preferred Return provided a thorough and painless stock option valuation for our company in a matter of days. Because the reporting process was streamlined on their website, we saved time, stress and money. We definitely recommend this service."

Don Massaro

CEO, Sendmail

"Excellent, rigorous valuation work. We've relied on Preferred Return for several years and have been impressed by their efficiency, the length of the reports, and the price we received."

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