Best 409a Valuations

Why These 409a Valuations?

Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 409a Valuations in the United States .

1. Reputation

Analysis of all reviews across verifiable platforms to determine overall sentiment.

2. Expertise

Team experience and knowledge, along with number of years in business.

3. Service Quality

The quality of service delivered measured by quality, speed, and value.

4. Consistency

Rate at which the business consistently produce high quality outcomes.

5. Customer Service

Reputation and quality of customer experience departments.

Top Ranked National 409a Valuations


eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Their team is focused on making equity fairer by converging private and public markets and connecting the global ownership network.

Simple 409A

Tower59 was founded on the belief that professional services are over-priced and inefficiently positioned for the growing companies they serve. Since the inception of the IRC 409A regulations in 2005, a lack of competition has allowed a cottage industry to overcharge entrepreneurs for an independent valuation of their company’s shares.

Mirus Capital Advisors

Mirus helps companies fulfill the requirements of Section 409A of the Internal Revenue Code and ASC 718 / SFAS 123R regarding the valuation of stock options and other forms of deferred compensation. Their 409A valuations are designed to support a straightforward audit process and have been reviewed by the “Big 4” accounting firms and other national and regional CPA firms.

Computer Share

As a registered transfer agent, Computershare has built a strong business providing secure recordkeeping and communication services for thousands of companies and millions of investors. Partner with them and you’ll get the personal attention you need from their dedicated, responsive private markets team.

United States

Economics Partner

Economic partners are the top provider of 409A valuation reports in the country for good reason, they are the best. Other options may be too expensive on one end of the spectrum, or too cheap and not truly compliant on the other end. For 409A valuation reports, they are the perfect combination of quality at a great value.


Eqvista is sophisticated equity management software that allows companies, investors and company shareholders to track, manage, and make intelligent decisions about their companies’ equity. They enable seed-stage to pre-IPO companies to manage equity electronically to capture all shareholders activities. Incorporate your company and manage your equity all in one place without all the extra work.


Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individual and commercial clients. They specialize in full service individual and business entity tax compliance and consulting. Their clients are at the center of their operating model which is structured to allow them to be entrepreneurial and proactive in their approach.


Armanino provides independent third-party company valuations for IRC 409A and ASC 718 compliance. To determine value, their professionals analyze each client’s business and financial plans, history, and projections. They use in-house resources that understand the whole business valuation process. They value more than 250 companies a year located around the world for tax, financial reporting requirements, and other purposes.

Equity Effect

EquityEffect meets those needs with a powerful suite of industry-specific tools, built on top of the best cap table manager on the market. For investors they offer: Scenario Modeling Waterfall Analysis, Future-round Modeling, Capitalization Overview. For law firms they offer Centralized Cap Tables, Standard Equity Workflows, Immediate Cap Table Reporting, White-label Offering


At KRD, our success can only be measured by our clients’ successes. KRD has been providing sound financial advice to clients for three decades. They provide a full range of client services: audits, reviews and compilations; financial, retirement and estate planning; accounting and software consulting; tax and business valuations services. Their technology resources are state of the art.

Appraisal Economics

Appraisal Economic is an independent valuation firm specializing in appraising businesses and business assets. Their range of services includes valuations for accounting, tax, transactions, financing, insurance, and litigation. Since 1989, they have performed thousands of appraisals across virtually every industry.


MPI (Management Planning Inc.) is a business valuation and advisory firm providing valuations for a variety of tax, financial reporting and other business applications, as well as corporate advisory services to business owners and their representatives. MPI has over 75 years of experience preparing Business Valuations for estate and gift tax planning and estate tax administration matters.

Equity Methods

Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, they believe in the power of equity-based compensation to advance a company’s strategy. They tailor reports and the processes that produce them to your specific award types, compliance objectives, reporting requirements, and systems.


IHS Markit is a dynamic team that includes more than 5,000 analysts, data scientists, financial experts and industry specialists. Their global information expertise spans numerous industries, including leading positions in finance, energy and transportation. They bring together the deepest intelligence across the widest set of capital-intensive industries and markets.

Franc Rimerman Co.

Frank, Rimerman + Co. LLP is a unique, high-spirited team of professionals making creative and innovative contributions to their clients and their community. They offer an integrated array of specialized services not available from most CPA firms. Frank, Rimerman + Co. LLP provides a dynamic range of services to individuals and businesses in a wide range of industries to achieve their personal or strategic goals.


At Capshare, their cap table software makes future 409A’s a simple request away and you still get the benefits of safe harbor by working with an independent, world class valuation firm. They provide higher Quality 409A at a Better Price, in just 10 Days. Capshare and his partners have performed valuations for companies like Pinterest.


Cabrillo Advisors offers a full suite of business valuation services to both public and privately-held companies. They are staffed with trained and credentialed professionals that can help guide you through current valuation standards (AICPA, GAAP, USPAP). Since starting their valuation practice, they are serving approximately 350 clients a year.

Boston Meridian

As industry experts, Boston Meridian is ideally suited to deliver IRC 409A valuations. Formal valuations are necessary for private companies to show that their common stock options are issued at fair market value. Section 409A requires that such valuations are performed at least once every 12 months to avoid tax penalties.


Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups. Kruze’s clients have collectively raised over $2 bilion in early-stage financing, and one to three of Kruze’s clients are acquired by larger companies every month. The company has provided Startup CFO Consulting to 250+ strartups in SF, Silicon Valley, NY and LA.


Scalar is a Canadian IT company founded in 2004, in Toronto. Operates with $250 million in annual revenue, 8 offices across country and 350 team members. They specializes in designing, deploying and managing solutions focused on data center automation and cloud enabled. Scalar provide services in areas of virtualization and cloud, data management, networks and security.


TeknosAssociates is a valuation and advisory services firm focused exclusively on technology relates companies. They provide services for Litigation Support and Expert Witness Testimony, Tax Compliance and Financial Reporting and Corporate Advisory Services. Teknos give special importance to growth companies in a variey of field including information technology, life sciences, alternative energy and more.