Accurate. Compliant. Investor Ready.
At CPA Outsourcing Services, we provide independent, defensible, and audit-ready company valuations and IRC 409A reports that meet IRS, GAAP, and investor standards. Whether you're issuing stock options, preparing for a funding round, or planning an exit, our expert team ensures your valuation is clear, credible, and compliant.
Our Company Valuation Services Include:
409A Valuation (IRC 409A)
We deliver IRS-compliant 409A valuations for startups and private companies issuing stock options. Our process meets safe harbor requirements and includes:
- Common and preferred stock valuation
- Option pricing model (OPM) or back solve methods
- Market and income approach
- Waterfall analysis
Audit-ready reports with detailed documentation.
Valuation for Fundraising, M&A, or Exit
Early-stage? No problem. We apply tailored methodologies like risk-adjusted return and venture capital methods to assess the fair market value (FMV) of your business, even with limited historical data.
Startup & Pre-Revenue Company Valuation
Whether you’re raising Series A–D, planning a merger, or preparing for a sale, we provide investor-grade valuations that reflect real market potential, earnings power, and comparable transaction data.
Cap Table & Equity Allocation Support
Need help visualizing how your valuation impacts equity? We assist with cap table modeling, option pool allocation, dilution scenarios, and post-valuation equity strategy.
Fairness Opinions & Independent Review
In high-stakes transactions, we provide objective third party assessments to protect stakeholders and validate deal fairness.
Who Needs This Service?
Startups issuing stock options or SAFE/convertible notes
Founders preparing for fundraising or equity planning
Investors or board members needing valuation validation
Companies undergoing an acquisition or secondary transaction
CFOs and legal teams seeking audit-proof compliance
Why Work With Us?
- Fully defensible reports for audit, legal, and investor review
- Experienced analysts and a CPA-led team
- Fast turnaround (typically 7–10 business days)
- Transparent pricing and responsive service
- Compliance with IRS Section 409A, AICPA, and GAAP standards
Ready to Get a Clear, Defensible Valuation Whether you're pricing stock options or preparing for a raise, our expert team delivers the best CPA outsourcing service for valuations with confidence.
Frequently Asked Questions
A 409A valuation determines the fair market value of your company’s common stock. It’s legally required if you're issuing stock options and protects both the company and employees from IRS penalties.
Typically, we deliver full 409A reports within 7–10 business days, depending on complexity and document availability. Expedited services are available.
409A valuations must be updated every 12 months, or sooner if there’s a material event like a funding round, acquisition offer, or significant financial change.
