Independent 409A and business valuations. Built for the way you work.
Flookup provides 409A, business valuation, purchase price allocation, impairment testing and financial analysis for companies, finance teams and CPA firms.
What you can expect
Typical turnaround for a standard 409A valuation
Work prepared in accordance with applicable professional standards
Your engagement, your relationship, our valuation work
One valuation practice, two paths into it
Need a valuation for your business?
Whether it’s a 409A ahead of a funding round or a purchase price allocation after an acquisition, we work directly with your finance team or attorney to scope the engagement, deliver the report, and stand behind the number if it’s questioned.
Have a client asking for a valuation?
You don’t need to hire a valuation analyst to say yes. Flookup Valuations LLC works behind the scenes as your firm’s valuation team — we do the technical work to USPAP and AICPA SSVS standards, you stay the client’s point of contact, and the report goes out under your firm’s name.
What we deliver
Valuation
Independent valuations prepared to USPAP and AICPA SSVS standards — for tax, financial reporting and transaction purposes. Engaged directly by the company, or coordinated through your CPA firm.
- 409A / Common Stock Valuation — IRC 409A/ASC 718
- Business Valuation — SSVS, Rev. Rul. 59-60
- Purchase Price Allocation — ASC 805
- Impairment Testing — ASC 350, ASC 360
Financial Modelling
Models and forecasts built to be relied on — by a board, a lender, an investor or the team running the plan. Built from scratch, or reviewed and rebuilt from what you have.
- Financial Modeling — 3-statement, LBO, Project Finance
- Forecasting & Scenario Analysis
- Three-Statement Modeling
- Independent Model Review — Model Audit
How CPA firms offer valuation services without hiring a valuation team
In a white-label engagement your firm stays client-facing. We prepare the analysis, the model and the workpapers, and the report is issued under your firm’s name. See how white-label valuation engagements work.
Engaging us directly instead? Compare 409A, business valuation, purchase price allocation and impairment testing to see which one your situation calls for, what goes into it and what you receive.
A clear process, backed by technical analysis.
Scope & engagement
We define the purpose, scope, valuation date or reporting period, applicable standards and intended use before the work begins.
Information & assumptions
We gather the information relevant to the engagement, including financial statements, forecasts, capitalization data, transaction documents or an existing financial model identify important gaps and assumptions early.
Analysis and methodology
We use the approach appropriate for the assignment. This may include DCF, guideline public companies, precedent transactions, OPM, backsolve, asset based analysis, financial modeling or scenario analysis.
Review & delivery
We review the analysis, assumptions, calculations and outputs before delivering the agreed valuation report, financial model or model review.
A specialist valuation team, working with companies directly and through their CPA firms.
The Flookup Valuations LLC team includes Chartered Accountants, a licensed CPA and a NACVA Certified Valuation Analyst, with experience across business and equity valuation, purchase price allocations, impairment assessments and financial instrument valuation. We work two ways: directly with companies who need a valuation, and behind the scenes with CPA firms who want to offer valuation services without building the practice themselves.