Our services

val409a provides 409a valuations, purchase price allocation (PPA), valuation of complex securities and convertible instruments, and valuation of embedded derivatives, as described on this website.

Engagement process

Booking a call or submitting a request form initiates an inquiry and schedules your mandatory management discussion; it does not by itself create a binding engagement. A formal engagement begins upon [PLACEHOLDER: confirm mechanism – e.g., a signed engagement letter or statement of work – and reference it here].

Fees and payment

Fees for our services are as described on our Pricing page or as separately quoted for custom engagements. [PLACEHOLDER: confirm invoicing timing, accepted payment methods, and any late-payment terms.]

Intellectual property

Final deliverables (e.g., signed valuation reports) become the property of the client upon [PLACEHOLDER: confirm – typically upon full payment]. val409a retains rights to its underlying methodologies, templates, and tools.

Confidentiality

We treat documents and information you share with us as confidential and use them solely to perform the requested services, consistent with our Privacy Policy and Security & Data Handling page.

Disclaimers

Our valuations and reports are based on information provided by the client and are prepared in accordance with applicable professional standards. They do not constitute tax, legal, or audit advice, and while our reports are built to be audit-ready and to support IRS safe-harbor treatment, we cannot guarantee acceptance by any specific tax authority, auditor, or third party.

[PLACEHOLDER: confirm with counsel whether the experience and delivery figures used across the site – 100+ years of combined experience, 2,000+ valuations, 800+ 409a valuations, 500+ cross-border engagements – should be substantiated by a short note here as well as in the on-page footnote.]

Limitation of liability

[PLACEHOLDER: confirm liability cap and any exclusions – standard language typically limits liability to fees paid for the relevant engagement and excludes indirect or consequential damages.]

Termination

[PLACEHOLDER: confirm termination rights and process for both val409a and the client.]

Governing law & disputes

These Terms are governed by the laws of [PLACEHOLDER: governing jurisdiction]. Any disputes will be resolved in [PLACEHOLDER: venue / arbitration mechanism].

Changes to these terms

We may update these Terms from time to time. Continued use of our services after an update constitutes acceptance of the revised Terms.

Contact us

Questions about these Terms can be directed to info@val409a.com