2055, Limestone RD STE 200-C, Wilmington DE 19808
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info@txncapitalllc.com
Saurobh Barick
9:00 am - 6:00 pmBest 409A Valuation Services
Fast, Reliable
409A Valuations You Can Trust
Get accurate, IRS-compliant fair market value (FMV) reports from a top-rated 409A valuation provider trusted by startups and businesses across the USA.
What is a 409A Valuation?
A 409A valuation determines the fair market value (FMV) of a private company’s common stock. It’s a requirement under Section 409A of the U.S. Internal Revenue Code and is essential for setting the strike price for stock options issued to employees. Accurate 409A valuations help companies avoid IRS penalties, stay compliant, and ensure transparency with investors and auditors.
This valuation is typically conducted by an independent third-party to ensure objectivity and withstand scrutiny from regulators and potential acquirers. Startups and growing businesses often need updated 409A reports annually or when a significant event—like funding rounds or mergers—occurs. Timely and defensible valuations are critical to supporting employee equity plans and long-term financial strategy.
Our Clients
Looking for a trusted 409A valuation partner?
Choose Transaction Capital LLC—your reliable source for audit-ready, IRS-compliant valuations delivered with speed and precision.
Why is a 409A Valuation Required?
Offering stock options without a valid 409A valuation can result in serious tax consequences and compliance issues for both the company and its employees. An accurate and independent valuation:
- Ensures IRS safe harbor compliance
- Protects your team from unexpected tax liabilities
- Builds transparency with investors and board members
- Supports audit readiness and financial reporting
Who Needs a 409A Valuation?
A 409A valuation is essential for private companies issuing stock options and equity compensation. Whether you’re a startup, an international company with U.S. operations, or a business preparing for fundraising, a 409A valuation helps establish IRS-compliant fair market value (FMV) and avoid tax penalties.
Startups and Early-Stage Private Companies
Companies Offering Stock Options or Equity Compensation
Any private company—regardless of stage or size—that grants stock options, RSUs, or equity-based compensation to employees, advisors, or consultants needs a 409A valuation to remain compliant and issue equity at a legally acceptable price.
Companies with U.S.
Subsidiaries
Companies Preparing for Fundraising or Exit
Companies with Complex Ownership Structures
Private equity-backed firms and companies with layered cap tables benefit from regular 409A valuations to maintain transparency, governance, and audit readiness.
Employees and Consultants Receiving Stock Options
Although not responsible for obtaining the valuation, employees and service providers benefit from it. A valid 409A ensures that stock options are issued at fair market value, avoiding unexpected income tax liabilities.
409A Valuation Process – How We Work?
Our streamlined approach ensures accurate valuations with comprehensive support from start to finish
Initial Consultation
Understand your company's goals, structure, and timing needs through comprehensive discovery sessions.
Data Collection
Gather cap table, financials, funding history, and key business inputs to ensure accurate valuation foundation.
Methodology Selection
Choose the right IRS-approved method (Income, Market, or Asset approach) tailored to your business model.
Fair Market Value (FMV) Calculation
Apply valuation models and adjust for equity class, rights, and marketability using industry best practices.
Audit-Ready Report Delivery
Receive a comprehensive 409A report with detailed assumptions, calculations, and FMV conclusion documentation.
Post-Valuation Support
Ongoing assistance with audit queries, investor presentations, and future update valuations as your company grows.
Why Choose Transaction Capital LLC for 409A Valuation?
Expert-Led, Certified Professionals
Our team includes credentialed valuation experts with ABV®, ASA, MRICS, and CVA® designations—ensuring every valuation meets the highest standards of professional accuracy and integrity.
Trusted Across Industries
With over 1,500+ 409A valuations completed across 35+ industries, we understand the nuances of different sectors—from SaaS and fintech to biotech and manufacturing.
Audit-Ready, Defensible Reports
Our valuation reports are comprehensive, fully documented, and audit-ready, providing complete support throughout IRS reviews, investor due diligence, and board approvals.
Elite Team & In-House Research
Our leadership includes C-level experts, alumni from top U.S. business schools, and in-house analysts who ensure every valuation is grounded in deep financial and market insight.
Fast Turnaround Times
Need a quick 409A valuation? We deliver within 2–5 business days—without compromising on quality, compliance, or accuracy.
Integrity-Driven & Fully Compliant
We strictly adhere to USPAP, SSVS, and NACVA standards, producing defensible reports that are accepted by auditors, boards, and the IRS.
Dedicated Support, Start to Finish
From discovery to post-valuation audits, our team is responsive, thorough, and committed to your success at every step of the process.
Transparent Pricing, Starting at $500
We offer high-quality, audit-ready 409A valuations starting at just $500, giving you expert guidance without excessive costs.
Our Key Strengths
Deep Expertise in Complex Capital Structures
We specialise in handling advanced equity frameworks, including:
- SAFE notes and convertible instruments
- Strike price determinations
- Preferred and common equity valuation
- Supports audit readiness and financial reporting
- Employee stock incentive plans (ESOPs, RSUs, Options)
- Our team ensures every layer of your cap table is accurately reflected in the valuation.
Fully Audit-Ready and Compliant Reports
We deliver detailed 409A reports that meet the highest standards set by:
- Auditors
- Investors and board members
- IRS and regulatory bodies
Each report is designed to support due diligence, financial audits, and investor confidence with zero red flags.
Trusted Track Record
With a proven history of over 1,500 successful valuations, our work consistently withstands IRS scrutiny and strengthens stakeholder trust. Whether you’re fundraising, expanding globally, or issuing new equity, our valuations position you for success.
IRS-Compliant 409A Valuation Pricing
Simple Cap Table
$500
Moderate Complexity
$750–$1,000
Mix of common, preferred shares, SAFEs, early funding rounds
Complex Structures
$1,250–$1,500
Multiple share classes, complex funding, convertible instruments.
Need it fast? 1–2 day expedited turnaround: + $500
Pricing depends on: Share classes | Instruments | Funding history | Revenue | Urgency
Top U.S. Cities for 409A Valuation Services We Offer
At Transaction Capital LLC, we proudly serve businesses across the United States with reliable, audit-ready, and IRS-compliant 409A valuation services. Whether you’re a startup, growth-stage company, or private equity-backed firm, our valuation experts are here to support your equity compliance needs—nationwide.
We offer specialised 409A valuation services in major U.S. startup and business hubs, including:
San Francisco, CA
409A valuations for tech startups and VC-backed companies in Silicon Valley
New York City, NY
FMV reporting for finance, fintech, legal, and enterprise companies
Los Angeles, CA
409A services for ecommerce, SaaS, and media ventures
Austin, TX
Fast, compliant valuations for early-stage tech and innovation-driven companies
Boston, MA
Trusted by biotech, medtech, and higher education startups
Seattle, WA
Tailored FMV solutions for cloud, software, and sustainability businesses
Chicago, IL
Private company valuations for logistics, manufacturing, and service firms
Miami, FL
Supporting emerging businesses in tech, healthcare, and hospitality
Denver, CO
Valuations for mission-driven startups and mid-market ventures
Atlanta, GA
409A reports for consulting, tech, and service-based businesses
San Diego, CA
Biotech and healthtech valuation
experts
Houston, TX
Comprehensive 409A services for energy, infrastructure, and tech sectors
No matter where you're based, Transaction Capital LLC delivers nationwide 409A valuation services you can trust.
Get Your 409A Valuation Started
Ready for a fast, compliant, and audit-ready 409A valuation?
Fill out the form below and our team will get in touch with you shortly.
Write us at info@txncapitalllc.com or fill out our form, and we’ll contact you within one business day.
Frequently Asked Questions
409A valuation determines the fair market value (FMV) of a private company’s common stock. It is required under IRS Section 409A when issuing stock options or deferred compensation. Without a valid 409A valuation, companies and employees may face significant tax penalties.
Any private company in the U.S. that grants stock options or equity-based compensation to employees, advisors, or consultants must obtain a 409A valuation to remain IRS-compliant. This includes startups, venture-backed companies, and those preparing for fundraising or acquisition.
409A valuation is typically valid for 12 months or until a material event occurs—such as a new funding round, major acquisition, or change in business structure. Companies should update their 409A valuation annually to stay compliant and protect their safe harbor status.
At Transaction Capital LLC, we deliver most 409A valuations within 5–10 business days, depending on the complexity of your financials and cap table. We also offer expedited services for urgent requests.
You’ll need to provide financial statements (historical and projected), your cap table, details of any recent funding rounds, company overview, and other relevant corporate documents. Our team will guide you through the full list after initial consultation.
Yes, if a foreign company has a U.S. subsidiary or offers stock options to U.S.-based employees, it must comply with IRS 409A regulations. A valid 409A valuation ensures compliance and avoids tax exposure.
The cost of a 409A valuation depends on the complexity of your company’s structure and financials. At Transaction Capital LLC, we offer competitive, transparent pricing with no hidden fees—and all our valuations are IRS-compliant and audit-ready.