We help clients ranging from disruptive direct-to-consumers and media properties, to blockchain trading platforms and bio-tech hopefuls. By relying on modern technology and decades of experience, we deliver financial modeling, valuation, and transaction advisory services in days, not weeks.
Uploading due diligence is quick and painless – and you won’t need legal assistance. Finally, a streamlined business valuation process.
Everything was online. I was able to focus on running my business, instead of managing the 409A process.
Need a 409A valuation report? You’ll get your first draft within 96 hours. We’ll review with you, and then sign, seal, and deliver.
Working with Preferred Return was a real pleasure. Their process is super easy, and they delivered by the date we needed.
We take a tailored approach to your business and specific needs. You’ll have the undivided attention of one of our senior analysts throughout the business valuation process.
It’s reassuring to be able to just pick up the phone or shoot an email and get the answer that we need.
As your company grows and complexities multiply, our bench of experts will be there to assist you with every changing needs.
As VeloCloud scaled, the Preferred Return team provided much needed 409A valuation analysis, support and guidance and at audit time and importantly at the time of acquisition (by VMware) we were well prepared for all questions and issues.
Since 2009, Preferred Return has supported Refinery 29 through rapid growth, management changes, and an ever-changing industry
Working with Preferred Return for preparing our various Valuation reports was a smooth, easy, and cost-effective experience.
As we've grown, the Preferred Return team has been incredibly responsive and flexible to work with. They’ve been a trusted go-to source of knowledge whenever our internal team, our lawyers or our board need answers.
The Preferred Return team was a pleasure to work with. They had years of context on the company, understood the ever-changing nature of our industry, and were ready to provide support when our auditors requested it.
For decades, our team has worked with diverse clients across the valuation services industry, eager to improve it with an approach that’s smarter, faster, more intuitive.