Blog

Secondary Transactions and Valuations

Stock pickers believe they can value assets better than the market. The research shows otherwise. The financial accounting rules don’t play around and require observable transaction values to be the primary indicators. This topic is relevant for most privately held security valuations, including broad fair value issues, IRC 409A valuations, portfolio valuations, and tax.

Read More »

Navigating SAFE Valuations

Neither “Safe” nor “Simple,” these Simple Agreements for Future Equity are convertible debt instruments that are often misunderstood and hard to value.

Read More »

7 Areas to Transform Your Financial Reporting Valuation

Creating shareholder value is the goal of most for-profit entities, where value is viewed in a strictly financial sense.  In the world of startups and VCs, this means maximizing exit valuations. That exit valuation number is of fundamental importance. Exit valuations are built over time. Thus, tracking valuations is critical.  Companies have many opportunities to

Read More »

About Financial Forecast

A financial forecast is a centerpiece of many valuations.  It answers the principal question: “Why the business is valuable in the first place?”  In strategic analysis, financial forecast links business strategy and value.  In financial reporting, a financial forecast is a more refined, post-strategic-planning representation of a company’s expected financial performance. 

Read More »

Technology Valuation: US GAAP View

It is hard to underestimate the importance of technology in modern enterprises.  From legacy manufacturing to artificial intelligence and life science breakthroughs, technology plays an ever-increasing role.  However, the need to assign a specific value to it may arise only when the enterprise is faced with a strategic transition, such as a merger or an

Read More »

Your Valuation Needs Income Approach

The value of any business is defined by the amount of future cash flows it can generate.  The three basic valuation methods are the income approach, the market approach, and the cost approach.   Only the income approach directly addresses the question of value.  It is the first on the list of recommended methods in all

Read More »

Schedule a Call

Most new projects will require a brief introductory conversation. Unless you are a returning client asking for an update to a old valuation, please use the calendar below to schedule a call with us:

Send a Message

We are located in the San Francisco Bay Area, while our clients cover much broader geography, from Southern California to the East Coast and Europe. Please contact us with questions and inquiries. Also, feel free to stop by on your way to the beautiful Sonoma or Napa Valley.

Schedule a Call