Insights

Notes from inside valuation engagements

What Compliance Standards Must a 409A Valuation Meet?

Insights

October 23, 2026

What Compliance Standards Must a 409A Valuation Meet?

Is Valuation Based on Revenue or Profit?

Insights

October 16, 2026

Is Valuation Based on Revenue or Profit?

How often does a company need a new 409A valuation?

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October 14, 2026

How often does a company need a new 409A valuation?

Common Mistakes in 409A Valuation

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October 12, 2026

Common Mistakes in 409A Valuation

ASC 820 Level 1, Level 2 and Level 3 Inputs Explained

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October 12, 2026

ASC 820 Level 1, Level 2 and Level 3 Inputs Explained

How Free Cash Flow Conversion Affects Company Value

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October 9, 2026

How Free Cash Flow Conversion Affects Company Value

How Earnings Growth Affects P/E Multiples

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October 7, 2026

How Earnings Growth Affects P/E Multiples

How Market Multiples Impact Private Company Valuation

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October 6, 2026

How Market Multiples Impact Private Company Valuation

How M&A Trends Affect US Business Valuations

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October 6, 2026

How M&A Trends Affect US Business Valuations

How Beta Is Used in the Cost of Equity

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October 5, 2026

How Beta Is Used in the Cost of Equity

Terminal Value in DCF: Gordon Growth vs. Exit Multiple

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October 1, 2026

Terminal Value in DCF: Gordon Growth vs. Exit Multiple

How SAFEs Affect 409A Valuation

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September 30, 2026

How SAFEs Affect 409A Valuation

How to Value a Company With Negative EBITDA

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September 30, 2026

How to Value a Company With Negative EBITDA

Understanding the Finnerty Method in Business Valuation

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September 30, 2026

Understanding the Finnerty Method in Business Valuation

Updating Your 409A Valuation After a Priced Funding Round

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September 30, 2026

Updating Your 409A Valuation After a Priced Funding Round

How Tax Amortization Benefit Impacts PPA Valuation

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September 29, 2026

How Tax Amortization Benefit Impacts PPA Valuation

409A Valuation Trends by Sector: 2026 Insights

Insights

September 29, 2026

409A Valuation Trends by Sector: 2026 Insights

How EBITDA Margin Affects Company Valuation

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September 28, 2026

How EBITDA Margin Affects Company Valuation

How Cap Table Structure Affects 409A Valuation

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September 28, 2026

How Cap Table Structure Affects 409A Valuation

FCFE vs. FCFF: Key Differences in Equity Valuation

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September 26, 2026

FCFE vs. FCFF: Key Differences in Equity Valuation

Valuation of Convertible Instruments Under US GAAP

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September 26, 2026

Valuation of Convertible Instruments Under US GAAP

How USD Exchange Rates Affect Company Valuation

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September 25, 2026

How USD Exchange Rates Affect Company Valuation

US Federal Reserve Rates: Understanding the Impact on WACC and DCF

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September 25, 2026

US Federal Reserve Rates: Understanding the Impact on WACC and DCF

10 Common Challenges in US Business Valuation

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September 25, 2026

10 Common Challenges in US Business Valuation

Waterfall Analysis: Valuing Complex Capital Structures

Insights

September 23, 2026

Waterfall Analysis: Valuing Complex Capital Structures

Valuing Options and Warrants Using the Black-Scholes Model

Insights

September 23, 2026

Valuing Options and Warrants Using the Black-Scholes Model

US GAAP Valuation: Common Issues and Challenges

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September 23, 2026

US GAAP Valuation: Common Issues and Challenges

US Tax Reform: Impact on Private Company Valuations

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September 22, 2026

US Tax Reform: Impact on Private Company Valuations

How Treasury Rates Affect Cost of Equity in Business Valuation

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September 22, 2026

How Treasury Rates Affect Cost of Equity in Business Valuation

Valuing US E-Commerce Businesses in 2026

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September 22, 2026

Valuing US E-Commerce Businesses in 2026

US Interest Rates in 2026: Impact on Private Company Valuation

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September 21, 2026

US Interest Rates in 2026: Impact on Private Company Valuation

Valuing D2C Brands in the US: Key Market Factors

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September 21, 2026

Valuing D2C Brands in the US: Key Market Factors

Strategic Value in M&A: How It Differs From Standalone Value

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September 21, 2026

Strategic Value in M&A: How It Differs From Standalone Value

Independent Valuation Under US GAAP: When Is It Required?

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September 19, 2026

Independent Valuation Under US GAAP: When Is It Required?

What Causes a Company’s Valuation to Decline?

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September 19, 2026

What Causes a Company’s Valuation to Decline?

Understanding WACC in Private Company Valuation

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September 19, 2026

Understanding WACC in Private Company Valuation

Relief-from-Royalty Method for Intangible Asset Valuation

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September 18, 2026

Relief-from-Royalty Method for Intangible Asset Valuation

DLOM in Business Valuation: Key Factors to Consider

Insights

September 18, 2026

DLOM in Business Valuation: Key Factors to Consider

Discount for Lack of Control: Methods and Applicability

Insights

September 18, 2026

Discount for Lack of Control: Methods and Applicability

Multi-Period Excess Earnings Method (MPEEM): A Complete Guide

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September 17, 2026

Multi-Period Excess Earnings Method (MPEEM): A Complete Guide

Multiple Share Classes: How They Affect Startup Valuation

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September 17, 2026

Multiple Share Classes: How They Affect Startup Valuation

How Convertible Notes Affect 409A Valuation

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September 17, 2026

How Convertible Notes Affect 409A Valuation

Private Company Valuation: Understanding Waterfall Analysis

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September 17, 2026

Private Company Valuation: Understanding Waterfall Analysis

US Valuations in 2026: Why Public and Private Markets Are Diverging

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September 16, 2026

US Valuations in 2026: Why Public and Private Markets Are Diverging

Is Your Asset Really Worth Its Book Value? ASC 360 Explained

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September 16, 2026

Is Your Asset Really Worth Its Book Value? ASC 360 Explained

US Fintech Valuations: What Investors Are Looking For in 2026

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September 16, 2026

US Fintech Valuations: What Investors Are Looking For in 2026

When Growth Slows, Valuation Changes: The Zoom Story

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September 16, 2026

When Growth Slows, Valuation Changes: The Zoom Story

How the IRS Views Business Value: A Guide to Tax Valuation

Insights

September 15, 2026

How the IRS Views Business Value: A Guide to Tax Valuation

Understanding IRC 280G Valuation

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September 15, 2026

Understanding IRC 280G Valuation

Why Time Zones Are a Secret Weapon in US Valuation Work

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September 15, 2026

Why Time Zones Are a Secret Weapon in US Valuation Work

ASC 820: Understanding Fair Value

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September 14, 2026

ASC 820: Understanding Fair Value

Are U.S. Business Valuation Multiples Rising or Falling in 2026?

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September 14, 2026

Are U.S. Business Valuation Multiples Rising or Falling in 2026?

7 Key Factors That Drive Business Valuation

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September 14, 2026

7 Key Factors That Drive Business Valuation

US 2026 M&A Valuations: What Buyers Are Willing to Pay

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September 14, 2026

US 2026 M&A Valuations: What Buyers Are Willing to Pay

Uber's Valuation Journey: From Startup to Public Company

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September 12, 2026

Uber's Valuation Journey: From Startup to Public Company

SDE or EBITDA? Choosing the Right Valuation Metric

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September 12, 2026

SDE or EBITDA? Choosing the Right Valuation Metric

How Are SaaS Companies Valued in 2026?

Insights

September 12, 2026

How Are SaaS Companies Valued in 2026?

Intrinsic Value vs. Relative Value: Which One Actually Works?

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September 12, 2026

Intrinsic Value vs. Relative Value: Which One Actually Works?

The Goodwill Journey: ASC 805 Acquisition and ASC 350 Impairment

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September 11, 2026

The Goodwill Journey: ASC 805 Acquisition and ASC 350 Impairment

WeWork: The Fall of a $47B Unicorn

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September 11, 2026

WeWork: The Fall of a $47B Unicorn

Goodwill Decoded: A Guide to ASC 350

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September 11, 2026

Goodwill Decoded: A Guide to ASC 350

Purchase Price Allocation: What Happens After You Close the Deal

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September 10, 2026

Purchase Price Allocation: What Happens After You Close the Deal

409A Valuation explained

Insights

September 9, 2026

What Is a 409A Valuation? The Founder's Quick Guide