409A Valuation Partners
We work with financial platforms and advisors so their clients can get a fast, independent 409A valuation, reviewed and signed by credentialed appraisers.
Why Our Trusted Partners Work With Us
Startups need a 409A valuation before granting options and again after material events. Here is what clients of our partners can expect from the process.
Safe harbor ready
Reports follow AICPA standards and are signed off by credentialed appraisers, supporting the IRS safe harbor for option pricing.
Days, not weeks
Automated analysis does the heavy lifting so your clients are not waiting on a boutique firm's queue.
Appraiser accountable
Every report is reviewed, edited and approved by a named, credentialed appraiser who stands behind the conclusion.
Easy to work with
A simple online intake for founders and finance teams, with a single point of contact for partner questions.
Featured Partner
Tax & Accounting
Gelt
Year-round tax optimization and filing
Gelt provides expert-driven tax planning and filing for business owners, founders, executives and investors, along with a platform for tracking tax deadlines and projections. 409A Valuations partners with Gelt to give founders and their companies an IRS safe harbor 409A valuation for common stock and option grants.
Visit GeltOur Partners
Startup Back-Office
BVJ Consulting
Back-office operations for startups
BVJ Consulting handles legal operations for venture-backed founders from day one to Series A, including cap table and data room preparation through its BVJ Portal software and done-for-you packages. A clean cap table is a key input to a 409A valuation. BVJ is not a law firm and does not provide legal advice.
Startup Coaching & Training
Fundable Startups
Training and coaching for startup founders
Fundable Startups helps founders who are struggling to get traction or find investors, with a Startup Training Academy, self-paced training, founder coaching, pitch deck refinement and free downloadable resources.
Become a Partner
Do your clients grant stock options or need an independent valuation? We work with platforms, accountants, law firms, fund administrators and investors. Tell us about your firm and we will be in touch.
Email info@409a-valuation.comPartnership FAQ
What is the 409A Valuations partner network?
It is a group of financial platforms, advisors and service providers that work with 409A Valuations so their clients and members can get an independent 409A valuation without searching for a separate appraisal firm.
How does a partner's client get a 409A valuation?
The client creates an account at 409A-valuation.com, completes a short intake about the company, its cap table and recent financing, and uploads supporting documents. Our platform prepares the analysis, and a credentialed appraiser reviews, edits and signs off on the report before delivery.
Is a 409A valuation from a partner referral IRS safe harbor compliant?
Every report we issue follows AICPA valuation standards and is reviewed by a credentialed appraiser (ASA or CVA). Reliance on a valuation by an independent, qualified appraiser is what supports the IRS safe harbor presumption for stock option pricing under Section 409A. Referral source does not change the methodology.
How long does a 409A valuation take?
Our AI-assisted process delivers valuations in days rather than the weeks typical of traditional boutique appraisal firms, once the company's information and documents are complete.
How can my firm become a 409A Valuations partner?
Email info@409a-valuation.com with a short description of your firm and your clients. We work with platforms, accountants, law firms, fund administrators and investors whose clients grant stock options or need an independent valuation.
Need a 409A valuation?
Create an account, answer a few questions about your company and get a defensible report reviewed by a credentialed appraiser.
Start a Valuation