Fast, accurate, and compliant equity valuations for startups, venture-backed entities, and private companies issuing stock options.
Select the scenario that best describes your current needs to find a tailored path forward.
Grant stock options to employees tax-compliantly with a valid 409A safe harbor valuation.
Update your 409A valuation following a new venture funding round or material business event.
Determine fair market value (FMV) for M&A transactions, corporate exits, or partner buyouts.
Value private company equity for trust, family estate, and tax gifting purposes.
Expert independent valuation services for shareholder disputes and legal matters.
Not sure what report you need? Discuss your specific equity structure with our CPA team.
We handle complex valuation methodologies so you can focus on building your company.
Fully compliant with AICPA valuation guidelines for privately-held equity securities.
Methodologies derived from top-tier accounting standards ensures complete IRS audit defensibility.
Receive your draft valuation report in as little as 5 to 7 business days.
We work directly with your equity management data (Carta, Pulley, Excel) for seamless accuracy.
Understand how upcoming financing rounds or potential exit scenarios impact share price.
We stand behind our valuation and defend calculations directly with your auditors at no extra fee.
Audit-defensible 409A valuation report meeting IRS safe harbor standards.
Clear breakdown of OPM, DCF, and market comparable valuation approaches.
Seamless synchronization with your cap table platform and option management tool.
We stand behind our numbers during external financial audits or IRS inquiries.
Comprehensive public and private comparable transaction benchmarks.
256-bit encrypted client portal for sharing sensitive financial metrics.
500+
Valuations Delivered
5 Days
Average Turnaround
100%
Audit Acceptance
Transparent pricing tailored for every stage of corporate growth.
Early-Stage & Pre-Series A Companies
What you will get
Growth-Stage Venture Companies
What you will get
M&A / Buy-Sell / Exit Planning
What you will get
Rigorous methodologies that stand up to Big 4 and IRS scrutiny
Deep expertise in VC-backed, SaaS, and high-growth technology entities
Speed without sacrificing analytical quality or safe harbor defensibility
Holistic CPA firm integrating tax, accounting, and equity advisory
Upload your cap table data, income statements, and financing terms.
Our valuation CPAs build the option pricing model and issue draft calculations.
Review findings with our lead valuation expert and receive your final report.
Choosing the right valuation report for your current growth stage
| Feature | Seed 409A | Series A+ 409A | Business Valuation |
|---|---|---|---|
| Price Point | $1,500 | $3,500 | $5,000+ |
| Primary Use | Initial Stock Option Grants | Institutional Funding / Growth | M&A / Buyout / Exit |
| Methodologies Used | Market / Asset Approach | OPM / Market / DCF Income | Full Spectrum Comprehensive |
| Turnaround Time | 5 - 7 Days | 7 - 10 Days | 10 - 14 Days |
| Audit Defense Coverage | Standard Safe Harbor | Enhanced CPA Defense | Premium M&A Defense |
| Complex Cap Table Support | Standard | Yes | Yes |
| Scenario Analysis | Basic | Advanced OPM | Custom Exit Modeling |
A 409A valuation is an independent appraisal of the fair market value (FMV) of a private company’s common stock. It determines the compliant strike price for employee stock option grants under IRS Section 409A.
A 409A valuation is valid for 12 months, or until a material business event occurs (such as a new venture funding round, acquisition, secondary sale, or major shift in business model).
Our typical turnaround time for draft reports is 5 to 7 business days once all cap table data and financial statements are submitted.
We require your updated cap table, historical financial statements (income statement & balance sheet), current revenue projections, and details of recent preferred financing terms.
Yes. We provide full auditor defense support and defend our valuation methodology directly with your external financial auditors or the IRS at no additional fee.
"We engaged Rensmah Global, LLC for both personal and corporate tax strategy and 409A valuations — the team's expertise in U.S. tax saved us time and provided clarity during our option grants."
"Rensmah Global, LLC didn't just issue a report — they helped us understand the valuation implications of key cap table decisions. Their 409A process was fast, seamless, and audit-ready."
"From 409A valuations to multi-entity tax filings, Rensmah Global, LLC handled every challenge with precision and responsiveness. Their thorough approach made a complicated process feel manageable."
Issue stock options with complete IRS safe harbor protection. Fast 5-day turnaround backed by experienced CPAs.