Our valuation services deliver unmatched analytical depth, providing clients with an independent and accurate third-party assessment of fair market value. We’ve spent years developing proprietary valuation models that address the unique characteristics of payment-related assets and platforms. We take both a quantitative and qualitative approach to valuation, utilizing sophisticated Discounted Cash Flow (DCF) methodologies, a 20-year proprietary database of completed transactions, current and up-to-date market comps for deal comparison analysis, and a proprietary weighting algorithm tied to current macroconditions.

We provide valuations for fairness opinions, gift and estate planning, stock-based compensation (409A), legal dispute resolutions and strategic management planning.

One of our most popular offerings today are 409As for startups who compensate staff with participation rights in asset appreciation as the company grows. The present valuation of the shares or options issued are critical to attracting top talent. 409As are specialized valuations for private companies that need to know what their shares are worth before issuance or offering.