At Transaction Capital LLC, we recognize the critical importance of Certified Business Valuations, particularly in the context of financial reporting and compliance with IRS standards. Our team is comprised of highly qualified professionals who hold esteemed certifications, including Accredited Senior Appraiser (ASA), Accredited in Business Valuation (ABV), and Certified Valuation Analyst (CVA). This expertise ensures that our valuations meet the rigorous requirements set forth by regulatory bodies.

We specialize in delivering valuations that comply with IRS guidelines, ensuring your business adheres to all necessary standards for financial reporting. OurValuation services provide an independent assessment of your company’s Fair Market Value (FMV), crucial for establishing compliant strike prices for equity compensation. Our thorough approach helps clients avoid potential tax penalties, safeguarding both the organization and its employees.

In addition to 409A valuations, we offer a comprehensive range of services tailored to meet various financial reporting needs, including:

SBA 7(a) Valuation

Aligning with SBA operating procedures to support loan guarantees and underwriting.

ASC 805 & ASC 820 Valuations

Ensuring compliance with accounting standards for business combinations and fair value measurements.

Estate & Gift Tax Valuation

Delivering IRS-compliant valuations that adhere to Revenue Ruling 59-60, supporting estate planning and gifting strategies.

Complex Valuation

Addressing intricate valuation scenarios that require specialized knowledge and analysis.

ESOP Valuation

Providing accurate valuations for Employee Stock Ownership Plans to ensure compliance and fair treatment for participants.

Financial Reporting Valuation

Comprehensive services designed to meet the financial reporting requirements of your organization.

Our reputation is built on delivering high-quality, accurate, and timely valuations, underpinned by meticulous analysis and documentation. With hundreds of USPAP-compliant reports to our name, Transaction Capital LLC is committed to providing our clients with the assurance that their valuations meet all necessary compliance standards.