Corporate Finance & Valuation Services for Venture-Backed Companies.

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.

A record you can trust

Over 4,000
Valuations Delivered.
Audit-Proof.

Best-in-Class
Company Valuations

Kick-off is quick and efficient. Expect the first draft of your report within 96 hours, from IRC 409A to ASC 718.

Business Valuation Blank Example Form 409A Valuation Report Blank Example

Everything was online. I was able to focus on running my business, instead of managing the 409A process.

Ian Heidt / CEO Housecall Pro

Dependable Fund
Analytics & Valuation

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.

Business Valuation Blank Example Form 409A Valuation Report Blank Example Preferred Return 409A Valuation Chart Example Preferred Return logo card

Working with Preferred Return was a real pleasure. Their process is super easy, and they delivered by the date we needed.

Tony Zakula / CFO Expensify

Value-Focused,
Service-Obsessed

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.

Your Valuation Analyst

Keyvan Firouzi, CFA

Preferred Return Business Valuation Analyst
Business Valuation Blank Example Form 409A Valuation Report Blank Example Preferred Return 409A Valuation Chart Example Preferred Return logo card

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.

Mark Thorpe / Head of Finance AT VeloCloud Networks

Your Valuation Analyst

Keyvan Firouzi, CFA

Preferred Return Business Valuation Analyst
Business Valuation Blank Example Form 409A Valuation Report Blank Example Preferred Return 409A Valuation Chart Example Preferred Return logo card
Case in point

Protecting Refinery29 Through a Stunning Evolution.

Since 2009, Preferred Return has supported Refinery 29 through rapid growth, management changes, and an ever-changing industry

  1. 2009

    Working with Preferred Return for preparing our various Valuation reports was a smooth, easy, and cost-effective experience.

    Nicole D Emanuel / VP of Finance

  2. 2012

    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.

    Chris Cahill / VP of Finance

  3. 2017

    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.

    Melanie Goldey / Chief Financial Officer

  4. Present
Meet our team

You’re in Good Company,
With 10 Decades of Expertise.

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.

HOW CAN WE HELP?

We're here to help with all your valuation needs.