Services for Companies

409A Valuations, M&A Advisory, Scenario Modeling, and More

We’ve delivered over 4,000 valuations to companies at all stages. Whether you’re getting ready to raise a round and issue options or seeking help with an acquisition, we’re here to offer expert guidance and quick valuations that keep you and your auditors happy.

Best-in-Class 409A Valuations: Safe Harbor in 4 Days

Protect your employees with Safe Harbor protection painlessly and cost-effectively — talk to an expert today and we’ll send you a draft within 96 hours.

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Software-Enabled Expert Analysis

No more version control issues or checking and double-checking inputs and calculations. Our experts and our software ensure that every input and output is error-proof. All of your data, analysis, and reports are accessible, up-to-date, and audit-proof.

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.


Process-Optimized and Quick

We deliver reports before your deadlines. Getting started is a snap for you and our software facilitates the quickest valuation process on the market.

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


Scenario Analysis & Expert
Transaction Advisory

Aiming for an exit or considering a capital raise? We can help you every step of the way from forecasting a range of reasonable valuations to helping you understand the impact of deals on your capital structure.

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Valuations for Every Compliance Need

Need assistance with accounting and tax compliance for ASC 718 or Purchase Price Allocation? We’ve got you covered, no matter what.

Ready to Get Started?

We’re always happy to talk. How can we help?