Atestare delivers audit-ready 409A valuations for startups and private companies — with precision, speed, and an expert team that understands your stage of growth.
Section 409A of the Internal Revenue Code requires private companies to obtain an independent valuation before granting stock options. Without it, employees face immediate taxation and severe penalties. The stakes are high — and so is our standard.
Speak to a ValuatorNon-compliant option grants expose employees to immediate income recognition plus a 20% penalty tax. A defensible 409A report creates Safe Harbor protection.
A current 409A valuation establishes the FMV for your strike price, enabling compliant equity compensation for employees and advisors.
Clean cap table hygiene and documented valuations accelerate due diligence and satisfy the expectations of institutional investors and auditors.
A 409A report provides a 12-month Safe Harbor window — or until a material event. We help you track when it's time to refresh.
From seed-stage startups to late-stage companies, we provide the right valuation approach for every stage and complexity.
Independent fair market value determination for common stock under IRC Section 409A. Fully defensible, AICPA-compliant reports built for Safe Harbor protection.
Expedited revaluation following material events — new funding rounds, acquisitions, pivots, or significant revenue milestones that invalidate prior reports.
Standalone common stock FMV analyses for financial reporting, equity plan structuring, and GAAP stock compensation expense purposes.
Option pricing models and waterfall analysis for preferred share classes to support M&A due diligence, restructurings, and financial statement audits.
Complete a brief questionnaire and sign our engagement letter. No lengthy onboarding, no unnecessary complexity.
Share your financial data, cap table, and funding documents through our secure portal. We guide you on exactly what's needed.
Our credentialed analysts apply AICPA-standard methodologies — income, market, and asset approaches — tailored to your stage.
Receive your certified 409A report with supporting documentation. We stand behind our work through any IRS inquiry.
Establish your first compliant fair market value before granting options to early employees and advisors. Straightforward pricing for early-stage companies.
Growing fast with complex cap structures and investor-preferred terms? We apply rigorous OPM and PWERM models appropriate to your complexity.
Late-stage companies with institutional oversight need valuations that hold up to the highest scrutiny. Our reports are audit-firm tested.
Partner with Atestare to provide 409A coverage to your portfolio of clients. Reliable turnarounds and white-glove service for your practice.
Most valuations are delivered within 10 business days. Get in touch for a no-obligation quote — transparent pricing, no surprises.