We help clients on both sides of the venture system with dependable valuations, modeling and data tools, and transaction advisory services across all fund sizes, industries, and company stages. By relying on modern technology and decades of experience, we provide audit-proof, high-quality services whenever they’re needed, and deliver reports in days, not weeks.
Everything was online. I was able to focus on running my business, instead of managing the 409A process.
Monitor your fund’s performance with high-level insights and deep-dive data tools all on one dashboard. Stay compliant effortlessly with ASC 820 valuations and audit support when you need it.
Working with Preferred Return was a real pleasure. Their process is super easy, and they delivered by the date we needed.
No matter why you need valuation, you can count on us to provide it. From tax valuations (like IRC 409A) to financial reporting or transaction advisory, we’ve done it all and we’re here to help.
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, and more intuitive.