HIGH QUALITY 409A’s AT A DISCOUNTED PRICE

If you're a startup issuing equity compensation (options/NQSO/ISO), you'll need a 409A for tax purposes


Download 409A Valuation PDF

WHAT WE OFFER


TOP 409A FIRMS

Our valuation partners have the highest certifications and designations and perform over 150 409A valuations per month. They are former Big 4 valuation partners and investment bankers from top firms. No work is done offshore.

AUDIT DEFENSIBLE

We apply valuation methodologies and assumptions that are specifically tailored to your unique situation. The valuation methodology follows AICPA and USAPAP guidelines closely making the reports audit ready.

COMPLETED IN 10 BUSINESS DAYS

Valuations are completed 10 Business Days from the date that all company information is submitted. For Kruze clients, that’s easy because we already have your info in our systems.

IN DEPTH REPORT

Upon conclusion of our findings, you will receive a 30+ page in depth 409A report that is readily shareable with your investors and Board.

VALID FOR 12 MONTHS

Unless there are significant changes like a new investment round.

COST EFFECTIVE

Our economies of scale bring the cost down without compromising quality.

DOCS NEEDED FOR A 409A VALUATION

LAWYER TO PROVIDE

Cap Table

Last round of financing (date, # of shares, price)

Applicable ledgers

Number of options/warrants including applicable strike prices

Number of options to be issued in next 12 months

Most recent amended articles of incorporation


CFO/KRUZE TO PROVIDE

Balance Sheet as of valuation date

Income Statement as of valuation date

Historical financial statements (preferably 1-3 yrs)

Financial Model for 18-36 months


COMPANY TO PROVIDE

Pitch Deck

Timing of most likely liquidity event

In regards to the Series Seed round you plan on raising this quarter: Will it be convertible debt, preferred stock, or both? Has Company accepted a written offer? Is there a signed term sheet? Do you expect the anticipated financing to be included pro-forma in this 409A valuation?

2-5 Public Comp suggestions

Private comp suggestions

Name of external legal counsel


NAME OF EXTERNAL AUDIT FIRM:

Kruze Consulting, Inc.
Download 409A Valuation PDF

Kruze Consulting's Prices

Financial Consulting

Staff Accountant $85
Senior Staff Accountant $110
Controller $140
Financial Modeling $250
Venture Debt $250
CFO $250
Tax Advisory $395

Kruze's calculator tells you how much it will cost to prepare your startup's tax return.

Save on payroll taxes immediately
We charge a fixed fee of 15% of the anticipated captured credit amount with a minimum fee of $2,000

Startup 409A Valuation

Seed $1,500
Series A $2,000
Series B $2,500
Series C $3,000

409A Valuation Information
High quality 409As at a discounted price

Information for Every Startup


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