At ValAdvisor we offer specialised 409A Valuation Services, enabling private companies to establish the fair market value (FMV) of their common stock in compliance with Internal Revenue Code Section 409A of the U.S. tax code. A 409A valuation is an independent, defensible appraisal used primarily when issuing stock options or other equity-based compensation to employees, consultants and directors.

Our role as one of the leading 409A valuation firms includes:

Assessing your company’s business, financial performance and downside risk to determine the FMV of common shares.

Applying recognised methodologies (asset approach, income approach, market approach) and allocating value across equity classes to derive the strike price for options.
JPMorgan Chase

Delivering audit-ready reports that support safe harbour status with the IRS, helping to protect both the company and its option-holders from tax penalties.
DLA Piper Accelerate

Advising on timing of valuations: prior to grants, annual refreshes, or after material corporate events.
Morgan Stanley

With our deep expertise in valuation advisory, ValAdvisor helps clients ensure their equity compensation is priced fairly, strategically and in compliance — turning a complex regulatory requirement into a key enabler for talent-alignment and growth.