A defensible number when you need one.
Valuation sits right next to our tax work. It’s for the moments a 409A, a sale, or a succession plan needs a value that will stand up to a board, a buyer, or the IRS. Same licensed CPA, same plain-English approach.
Two situations that call for a real number.
Startups granting equity
If you grant options, you need a 409A to set a defensible strike price, at formation, after a priced round, and roughly once a year or whenever something material changes. It protects your team from a surprise tax bill and protects the company on audit.
Owners planning a transition
Selling, buying out a partner, bringing in family, gifting equity, or settling a dispute: each needs a value someone will rely on. We build the number and the support behind it, so it holds up with a buyer, a lender, or a court.
A number you can stand behind.
Every engagement is scoped to what you actually need, with no boilerplate and no padding. Here’s what a valuation with us produces.
A written valuation report
A clear report with the value, the methods we used, and the reasoning, written to be read rather than just filed.
Methods that fit your stage
Income, market, and asset approaches weighted for your situation, whether an early-stage startup or an established operating business.
Support that holds up
Documentation built for the audience that matters, whether your board, a buyer, a lender, or the IRS, so the number is defensible.
A conversation, not just a PDF
We walk you through what the number means and the assumptions behind it, and answer questions before you act on it.
Prepared by a licensed CPA.
Your valuation is prepared by Hazel Zhang, a licensed CPA who does this work routinely, not a return preparer guessing at a number. We’ll never guarantee a particular value or outcome. We’ll give you a supportable one and explain how we got there.
Valuation and tax, under one roof.
Most valuation moments (a round, a sale, a cross-border restructuring, an estate plan) have a tax side too. Because tax is our primary practice, the value and the tax treatment are handled together rather than in two silos.
Simple, fixed-scope, no surprises.
Free consultation
A short call to understand the purpose (a 409A, a sale, a buy-out, an estate plan) and what the number has to stand up to.
Clear plan & quote
A fixed-scope plan and a transparent quote before any work begins. No hourly meter, no surprises.
Report & walk-through
We deliver a defensible written report and walk you through the value, the methods, and the assumptions behind it.
