With Just Accounting, you don’t just meet compliance—you gain clarity, confidence, and a strategic advantage in managing your equity and future growth.

Trust our experienced valuation specialists to provide a clear, defensible analysis of your company’s common stock and option pricing. We combine in-depth financial review, market benchmarking, and forward-looking projections to deliver an IRS-compliant valuation you can rely on.

We apply the most appropriate valuation techniques—whether income-based models, market comparisons, or asset-driven approaches—based on your company’s structure and maturity. Our team customizes each assessment to reflect your business dynamics, ensuring precise, defensible results.

Stay fully aligned with IRS requirements and reduce exposure to costly penalties with our meticulous compliance-focused valuation services. We ensure your equity is priced accurately and documented thoroughly, minimizing risks of revaluations, added taxes, or interest charges.

Count on us for prompt, well-structured valuation reports that meet the highest professional standards. We prepare comprehensive documents—including financial analyses, methodological details, and supporting data—and share draft versions for your feedback to ensure accuracy.

Determine the true value of your stock options through a rigorous, defensible approach customized to your company’s growth stage. We analyze comparable market data, recent transactions, financial performance, and long-term projections to establish a fair market value that stands up to scrutiny.

Stay fully prepared as your business evolves with our ongoing valuation assistance. We monitor shifts in your operations, market conditions, and regulatory requirements to keep your 409A assessments up to date. From timely refresh recommendations to document updates and clarification support, we ensure your valuation remains valid, defensible, and audit-ready—no matter what stage your company reaches.
With Just Accounting, you don’t just meet compliance—you gain clarity, confidence, and a strategic advantage in managing your equity and future growth.
We begin by understanding your operations, financials, growth plans, and cap table. This ensures every valuation is built on accurate, relevant, and up-to-date information.
Using industry comparisons, advanced financial models, and forward-looking projections, we determine a defensible fair market value aligned with IRS standards.
You receive a preliminary report for feedback. Our team then refines assumptions, clarifies inputs, and ensures the valuation accurately reflects your company’s story.
We deliver a complete, audit-ready valuation report—fully documented and certified. Need updates, clarifications, or future reviews? Our experts stay with you every step of the way.












2,568 Reviews and counting
Our CFO Services deliver expert financial strategy, forecasting, and performance insights to drive smarter business growth.
Our Accounting Services ensure accurate financial records, compliance, and clear reporting for confident business decisions.
Our Business Tax Services ensure accurate tax planning, timely filing, and full compliance with regulations.
Our Bookkeeping Services ensure accurate, up-to-date financial records for complete business clarity.
It determines the fair market value of your company’s common stock, required by the IRS for stock option pricing.
Typically once every 12 months or after major company events like funding rounds or significant growth.
Any business issuing stock options or equity compensation to employees, advisors, or board members.
Financials, company projections, market trends, funding history, and comparable company data are analyzed to establish a defensible value.
Yes, we provide full documentation and expert guidance to ensure compliance and defend your valuation if required.