Better Valuations

For funds, companies, and individuals

Satisfy IRC 409A, ASC718, or ASC820 without extra cost, using a process trusted by hundreds of leading companies.

Receive your report within 7 business days.

Audit-Tested

Approved by major accounting firms

Over 200 valuations completed for U.S. companies since inception. Exhaustive audits passed with major accounting firms.

Latest AICPA-compliant methods used for all reports.

Thorough & fast

Online access

Low cost refresh reports

Efficient process refined through three years of operations. Reports turned around in 7 days for early stage companies.

Preferred nationwide for corporate valuation reliance

IRC 409A

Tax regulation governing deferred compensation

ASC 820

Private equity mark-to-market accounting, formerly SFAS157

Fairness Opinions

Regulatory safeguard for large transactions

Fewer headaches, less cost.

Preferred Return Guarantees

1. Deliverables will meet your deadline, or our work is free.

2. Valuations will be free of methodology errors.

3. Your data will be secure at all times and consistent with what we report.

Testimonials

Galen Ward

CEO, Estately

"Preferred Return provided a thorough and painless stock option valuation for our company in a matter of days. Because the reporting process was streamlined on their website, we saved time, stress and money. We definitely recommend this service."

Don Massaro

CEO, Sendmail

"Excellent, rigorous valuation work. We've relied on Preferred Return for several years and have been impressed by their efficiency, the length of the reports, and the price we received."

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