409A Valuations Done Right
Run 409A engagements on a white-label platform built for valuation professionals. AI extracts financials and cap tables; your team reviews, signs, and delivers under your brand.
IRC §409A compliance • §83 cheap stock analysis included
What is a 409A Valuation?
A 409A valuation is an independent appraisal of your company's common stock fair market value (FMV). Named after Section 409A of the Internal Revenue Code, it's required whenever you issue stock options to employees.
IRS Safe Harbor Protection
Protect your company and employees from tax penalties by establishing a defensible strike price.
Valid for 12 Months
One valuation covers all option grants for a full year (or until a material event).
Audit-Ready Reports
Our reports meet AICPA guidelines and are accepted by major accounting firms.
When Do You Need a 409A?
- Before your first stock option grant
- After a new funding round (material event)
- Every 12 months to renew safe harbor
- Before an IPO or acquisition
- For your company's annual audit
How It Works
Get your 409A valuation in three simple steps
Submit Your Data
Fill out our simple form with your company information, financial statements, and cap table. Takes about 15 minutes.
- Company basics
- Financial statements
- Cap table & equity structure
We Analyze & Calculate
Our platform runs industry-standard valuation methodologies, then a qualified appraiser reviews and certifies the results.
- DCF analysis
- Market comparables
- OPM equity allocation
Receive Your Report
Download your audit-ready PDF report, complete with methodology documentation and all required disclosures.
- Professional PDF report
- Appraiser certification
- Auditor-ready format
Our Valuation Methodology
We use industry-standard approaches recommended by the AICPA
Income Approach (DCF)
Discounted Cash Flow analysis projects future cash flows and discounts them to present value. Ideal for companies with predictable revenue growth.
Market Approach
Compares your company to similar publicly traded companies or recent M&A transactions using revenue, EBITDA, and earnings multiples.
OPM / Backsolve
Option Pricing Model allocates enterprise value across share classes based on liquidation preferences, participation rights, and conversion ratios.
See 409A Valuations on the Platform
Schedule a demo with our CPA founder to walk through 409A workflows, compliance automation, and white-label report delivery for your practice.
Frequently Asked Questions
How long does a 409A valuation take?
Turnaround depends on engagement complexity and your firm's workflow. AI document extraction and automated calculations typically reduce prep time from days to hours, so your team can focus on professional judgment rather than data entry.
What documents do I need to provide?
You'll need your most recent financial statements (balance sheet and income statement), your cap table, and information about any recent funding rounds. Our platform guides you through exactly what's needed.
Will my auditors accept this valuation?
Yes! Our reports follow AICPA guidelines and include all documentation required for auditor review. We've worked with all major accounting firms and have a 100% acceptance rate.
Who certifies the valuation?
Valuation Ninja is a white-label platform — your firm's professionals review assumptions, sign reports with their credentials, and deliver to clients. The platform provides automation, compliance checks, and audit-ready documentation.
What if I need revisions?
If you have questions or need adjustments, our team will work with you to address any concerns. Minor revisions are included at no extra charge.