409A Valuations

Independent valuations for private company equity compensation and IRC Section 409A compliance.

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Independent 409A valuations for equity compensation, stock option pricing, and regulatory compliance.

BGH Valuation Services provides independent 409A valuations for private companies issuing stock options or equity-based compensation. We work with founders, executives, boards, attorneys, and investors to deliver defensible fair market value conclusions for IRC Section 409A compliance.

409A Valuation Features

409A Valuation Features

    

USPAP-Compliant

NACVA Certified

Excellent Customer Service

Fast Turn Around Time

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Why Choose BGH for 409A Valuations?

Experienced with private company equity compensation valuations

Defensible valuation analysis supported by clear reporting documentation

Responsive communication with founders, executives, attorneys, and investors

Valuations aligned with IRC Section 409A and Fair Market Value standards

Practical conclusions based on company performance, growth, and market conditions

When Do You Need a 409A Valuation?

Companies issuing stock options or equity compensation

Venture-backed and growth-stage businesses requiring compliance support

Businesses preparing for fundraising or capitalization changes

Management teams implementing employee incentive programs

Companies approaching expiration of an existing 409A valuation

Organizations experiencing material financial or operational changes

Attorneys and CPAs requiring independent valuation documentation

Boards and investors seeking support for equity pricing decisions

Our 409A Valuation Process

Our 409A Valuation Process

    

1.

Consultation

Discuss the company structure, equity compensation plans, and valuation requirements.

2.

Review

Gather and review financial statements, cap tables, projections, and operational information.

3.

Analysis

Perform independent valuation analysis using appropriate methodologies and market comparable.

4.

Valuation

Prepare a defensible 409A valuation report with documented assumptions and conclusions.

5.

Support

Provide follow-up support for management teams, attorneys, auditors, and investors.

How We Approach 409A Valuations

Develop independent valuations grounded in defensible methodology

Apply Fair Market Value standards aligned with IRC Section 409A

Analyze financial performance, growth expectations, and market conditions

Consider capitalization structure, liquidity factors, and company-specific risk

Prepare reports aligned with NACVA Professional Standards and USPAP

Present conclusions clearly for management teams, boards, and investors

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Get Started

If you need a 409A valuation for equity compensation, option pricing, or compliance purposes, schedule a confidential consultation to discuss your valuation needs.

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409A Valuations FAQs

What is a 409A valuation?

When does a company need a 409A valuation?

How often should a 409A valuation be updated?

Why is a 409A valuation important?

What information is needed for a 409A valuation?