Valuation & Equity Compliance

Valuations you can defend, delivered fast.

Fairstrike Equity gives finance teams and their counsel audit-ready 409A valuations and a full suite of equity compliance reports — prepared by valuation experts with 20+ years of experience, grounded in IRS, AICPA, and USPAP standards.

IRS safe-harbor methodology Every report reviewed by a director Valuation experts with 20+ years of experience 300+ clients served

Why Fairstrike

Built for every milestone

From your first option grant to an exit, your valuation needs to hold up. Here's how we make sure it does.

Fast turnaround

Draft 409A valuations in as few as 3–5 business days — not the two to three weeks legacy providers quote.

Expert-reviewed

Every report is prepared and reviewed by valuation experts with 20+ years of experience — never a black-box model alone.

Audit-ready

Methodology and workpapers documented to IRS, AICPA, and USPAP standards — with support if your auditor has questions.

Credentials

A fully credentialed, in-house team

No outsourcing, no contractors — every valuation is prepared and reviewed by our own team, credentialed across finance, valuation, and compliance.

100% In-House Team CFA VCA CISA CPA CRM Registered Valuer

Clients served

Trusted by teams like yours

A 409A built on experience, not shortcuts

Fairstrike Equity compared with typical low-cost valuation firms
Fairstrike EquityTypical low-cost valuation firms
3–5 business day turnaround on your first draftOften 2–4 weeks
Every report reviewed by a directorOften automated or template-driven
Valuation experts with 20+ years of experienceOften junior analysts
100% in-house team, no outsourcingWork is often outsourced

A general comparison of typical market offerings. It is not a statement about any specific provider.

Documentation

One valuation, fully documented

Every 409A includes the fair market value per share, the methodology applied — market, income, or asset approach — and the discount for lack of marketability (DLOM), with a clear paper trail your auditors and investors can follow.

  • Common stock FMV, backed by a full workpaper file
  • OPM, PWERM, or hybrid allocation, matched to your cap table
  • Lifetime audit review support at no extra cost

409A · Common Stock FMV

$0.42/share

Audit-ready
Effective dateMar 1, 2026
Expiresin 342 days
MethodologyOPM Backsolve
DLOM applied28%
Reviewed byDirector

Full coverage

More than just 409As

As your company grows, so does the range of valuations you need — a new financing, an acquisition, a gift of shares, or an annual impairment test. Fairstrike Equity covers the full lifecycle from one team.

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Valuation reports

409A Valuations Business Valuations Gift & Estate Tax Portfolio Valuations Intangible Assets Tax & Regulatory Fairness Opinions Fund Valuations Impairment Testing ESOP Valuations Financial Due Diligence

How it works

How a 409A comes together

01

Determine enterprise value

We select the market, income, or asset approach appropriate to your stage, industry, and available data.

02

Allocate to common stock

Using the option pricing model (OPM), a probability-weighted expected return method (PWERM), or a hybrid, we allocate enterprise value across your cap table's share classes.

03

Apply the marketability discount

A discount for lack of marketability (DLOM) adjusts for the illiquidity of private shares, arriving at the final fair market value.

Products

Four ways we support your cap table

409A Valuations

The valuation that sets your strike price — delivered in 3–5 business days and documented for IRS safe harbor.

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Managed Services

Let us run your equity compliance calendar — renewals, material-event monitoring, and audit-ready reporting.

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QSBS Attestation Letters

Independent attestation supporting your company's Qualified Small Business Stock status under IRC Section 1202.

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Other Valuation Reports

Business, gift & estate, portfolio, intangible asset, and more — the full range your company will ever need.

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