A defensible number when you need one.
Valuation is the practice that sits next to our tax work — for the moments a 409A, a sale, or a succession plan calls for 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 when 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 — no boilerplate, 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, not just filed.
Methods that fit your stage
Income, market, and asset approaches weighted for your situation — early-stage startup or established operating business.
Support that holds up
Documentation built for the audience that matters — 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.
