Trusted by Many, Focused on You
The numbers make it clear: We know 409A Valuations. Feel confident in yours with decades of experience and domain knowledge on your side.
409A Valuations
Work with an experienced 409A Valuation provider to help manage compliance and receive valuations you can trust.
260+
client IPOs in the past five years.1
3,100+
combined public and private corporate clients globally.2
$14B+
in liquidity transaction volume.3
409A Valuations Done Right
Our team makes the valuation process fast, easy and transparent, so you can save time and offer meaningful equity to your teams.
Transparency You Can Count On
Our team of 409A Valuation leaders work with you to help manage your safe harbor requirements and deliver transparent, audit-ready valuations.
Stay Current and Manage Compliance Requirements
Keep to a timely schedule with your valuations—annually, or any time you raise a round—to help maintain compliance at every step.
Cover All Your Bases
Your 409A Valuation doesn’t exist in a silo. It can show up in secondary transactions, audit reviews and of course, in SEC reviews during the pre-IPO phase.
Let Us Do the Heavy Lifting For You
Whether your company needs an updated 409A Valuation on its annual schedule, after a material event or after a financial development, our team is here to help. We put our experience to work for you, so your team can work with a greater sense of certainty.
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Executive Financial Planning
Private Market Solutions
1 Refers to equity compensation solutions by E*TRADE Corporate Services and Solium relating to the IPO. Solium 2017 – 2021 + E*TRADE 2017 – 2021.
2 Represents the 3100+ stock plan clients we serve globally as of 08/2022 and includes both Shareworks and E*TRADE Corporate Services clients.
3 Represents the total amount of private company liquidity transaction volume as of October 18, 2022. Source: Shareworks Internal Database (Salesforce).
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