Leverage our support to
generate new investment ideas
and maintain existing coverage...

...find and validate new business opportunities

...perform business valuation

...ramp up or down
research activities in
least possible time

...save upto 75% of
research cost.

Valuation and Advisory Services

IRC 409A Valuation

We provide high quality, credible and defensible IRC 409A valuations for privately held companies across all stages of enterprise development to our clients. We support our clients to write comprehensive valuation reports which adhere to US PAP, ASA-BV and other recognized standards for professional appraisals. We have experience in valuing businesses across various industry sectors and all developmental stages from angel funding to pre-IPO stage.

Fair Value Measurement

We support valuation/appraisal firms which provide portfolio valuation services to PE and VC firms to value their portfolio companies at 'fair value' in compliance with complex provisions of ASC 820 (formerly FAS 157). Our robust valuation framework ensures that the valuations survive audit scrutiny of the highest standard. We build robust but flexible ASC 820 valuation models including the detailed key drivers impacting the value of portfolio company and allow necessary adjustments to derive reasonable valuation results. We also support our clients to write valuation note / report which includes the financial forecasts, key valuation inputs and valuation methods.

Other Services

Our other valuation and advisory services include:

  • Share Based Payments (FAS 123R)
  • Purchase Price Allocation (FAS 141R and ASC 805)
  • Fair Market Value Determination (IRC 83 b Election)
  • Financial Modeling
  • Transactions Support
  • Fairness Opinions
  • Estate and Gift Tax
  • Intangibles Valuation