- About val409a
A valuation firm built around expert judgment.
val409a gives startups, CFOs and cross-border teams a faster, more transparent way to get IRS-compliant 409a and complex securities valuations – without sacrificing the rigor auditors and investors expect. Our analysts bring 100+ years of combined valuation experience and have delivered 2,000+ valuations between them.
- Our story
Why we started val409a
Val409a was founded to close a clear gap in the valuation market. Traditional valuation firms are often slow and expensive, while software-driven tools may be fast but lack the credibility and expertise businesses need for important valuation decisions.
There are also limited providers focused on serving companies with cross-border structures.
We built val409a to close that gap: a team of our own CFA- and CVA-credentialed analysts, a transparent flat-fee structure, and a process fast enough to keep up with a growing company’s hiring and fundraising timeline.
- How we work
Human-led, not software-driven
Every valuation we deliver is built and reviewed by our own team – never generated by an algorithm and rubber-stamped. That is why a management discussion call comes before any model gets built.
We set out the full reasoning on the 409a valuation page – see “Why the management discussion is mandatory” – rather than repeating it here.
- Our team
Credentialed analysts, not a black box
Every engagement is led by CFA- and CVA-credentialed analysts and partner-reviewed before final delivery. Between them, our analysts have delivered 2,000+ valuations, including 800+ 409a valuations and 500+ cross-border engagements.
Michael CarterMichael Carter
Managing Director CFA / CA
12+ Years of experience
Pick a 45-minute slot. This call is your mandatory management discussion, where we learn about the transaction structure and timeline.
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Michael CarterMichael Carter
Managing Director CFA / CA
12+ Years of experience
Pick a 45-minute slot. This call is your mandatory management discussion, where we learn about the transaction structure and timeline.
View Linkedin Profile
Michael CarterMichael Carter
Managing Director CFA / CA
12+ Years of experience
Pick a 45-minute slot. This call is your mandatory management discussion, where we learn about the transaction structure and timeline.
View Linkedin Profile
Michael CarterMichael Carter
Managing Director CFA / CA
12+ Years of experience
Pick a 45-minute slot. This call is your mandatory management discussion, where we learn about the transaction structure and timeline.
View Linkedin Profile
- What we stand for
The principles behind every valuation
Independence & rigor
Every report is built to withstand IRS and auditor scrutiny, not just to check a box.
Transparency
Upfront, flat-fee pricing and a process you can see every step of.
Speed without shortcuts
A 2-business-day draft, achieved through process discipline, not software shortcuts.
Cross-border expertise
Deep familiarity with how 409a applies to non-US companies with US-citizen team members.
Direct access
A named analyst you can reach directly, from kickoff to signed report.
- Global presence
Five offices, one global team
Five hubs across four continents support our engagements — including firsthand experience with cross-border 409a compliance.
Gurugram, India
Victoria, Australia
Dubai, UAE
Austin, US
Zurich, Switzerland
- By the numbers
The record behind the credentials
2,000+
valuations delivered by our analysts
800+
409a valuations delivered
500+
cross-border valuation engagements
100+
years of combined valuation experience
05
global offices
02
business days - standard draft turnaround*
CFA & CVA – every engagement led by credentialed analysts
The 2-business-day draft commitment begins once all required documents are submitted and the mandatory management discussion is complete. Experience and delivery figures reflect the combined professional experience of the val409a team across their careers, including engagements completed prior to joining val409a.
Ready to get your 409a done right?
Book a call to start your management discussion today.