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Business Valuation Services

Business Valuation Services that hold up under audit.

A valuation that gets accepted is not the same as a valuation that gets defended. Investors accept; auditors defend. Most US SME valuations fail somewhere in that gap. We build valuations to internationally accepted standards, backed by professional databases, structured the way audit-firm review teams expect to see them.

  • Built by professionals from global advisory firms
  • Internationally accepted standards
  • Capital IQ · S&P · PitchBook · Bloomberg
  • Four-eye review on every report
Business Valuation 409A Valuation Startup & Early-Stage Purchase Price Allocation Goodwill Impairment Buy-Sell & Litigation
The Core Problem

A valuation that doesn’t survive audit is a liability disguised as a report.

Every valuation has two lives: the transaction it was built for, and the audit that follows it. Most US SME valuations fail the second — not because the analyst was wrong, but because the structure was.

Which of these business events is making valuation urgent right now?

Sale or M&A — buyer is pushing back on your number.

409A — last valuation is over 12 months old.

Fundraise — investor wants a defensible valuation.

PPA or impairment test — auditor needs ASC 805 / ASC 350 compliance.

Partner buyout, divorce, or shareholder dispute.

Your last valuation didn’t hold up under scrutiny.

How It Works

From free call to a valuation that survives audit.

1

Clarity call

30 minutes. We confirm the purpose and the applicable standard.

2

Half-day assessment

A written scope of methodology and data before anything is built.

3

Roadmap & scope

Agreed methodology, deliverables, and fee. No minimum term.

4

First deliverable

Your valuation and report, passed through our four-eye review.

5

Cadence or handover

Full workpapers delivered — plus audit-query support at no extra cost.

Success Stories

What business valuation engagement
looks like in practice.

Illustrative engagement examples — anonymised representations of how our valuation team approaches typical mandates.

Signing transaction document
Illustrative Engagement · M&A Sale Valuation
Services Business · $12M Revenue · Sale Process

Buyer’s Diligence Team Challenged the Seller’s Comparable Set — The Restructured Analysis Defended the Headline Number

A services business came to us mid-sale, after the buyer's diligence team pushed back on the comparable companies, EBITDA multiples, and working capital adjustment in an earlier valuation built on a thin, unsupported comparable set. We rebuilt it with Capital IQ and PitchBook, cited internationally accepted valuation standards, and defended the headline number. The deal closed at the original term sheet range.

Internationally accepted standards citedCapital IQ + PitchBook comparable setWorking capital normalised to industryHeadline number defended
Financial analysis of business segments
Illustrative Engagement · Sum-of-the-Parts Valuation
Diversified Group · Multiple Business Segments

Valuing Each Segment on Its Own Merits Unlocked More Value Than a Single Blended Multiple

A diversified group ran several distinct businesses but had only ever been valued on a single blended multiple — undervaluing its strongest segments. We grouped the entities into comparable business segments and valued each on the best-fit method — DCF, market comparables, and asset-based — benchmarked with Capital IQ and PitchBook. The sum-of-the-parts view surfaced materially more value than the blended number and gave owners a defensible range for negotiations.

Entities grouped into business segmentsMethod matched to each segmentSum-of-the-parts vs whole-group viewMore value than a blended multiple
What EasePro Delivers

Five valuation deliverables.
Every one auditor-defensible.

Not every engagement needs all five. A business preparing for sale needs a DCF + comparables + precedent transaction valuation. A funded startup needs annual 409A refreshes. A recent acquirer needs PPA and goodwill impairment. A partnership dissolution needs litigation-grade valuation. We scope the deliverable to the event, apply the standard, and structure the report for the second life — the audit, the court, the IRS, the counterparty review.

DELIVERABLE 01

Business Valuation — DCF, Comparables, and Precedent Transactions

Three methods, one defensible number — built for auditor and buyer review.

  • DCF with driver-based forecast and documented discount rate build
  • Comparable company analysis — Capital IQ / S&P sourced
  • Precedent transaction analysis — PitchBook / Bloomberg sourced
  • Sensitivity tables on WACC, growth, terminal value, multiples
DELIVERABLE 02

409A Valuation — IRS-Defensible Safe Harbour Compliant

An IRS-defensible 409A that clears the audit cycle with minimal queries.

  • Practice-aid framework for 409A explicitly cited
  • Venture Capital Method + Market Approach combination
  • OPM allocation across preferred, common, options, warrants
  • IRS safe harbour structure — 12-month refresh cadence available
DELIVERABLE 03

Startup & Early-Stage Valuation

A credible valuation where DCF alone won’t hold — for fundraise or 409A.

  • Venture-capital industry valuation guidelines for venture-backed businesses
  • Venture Capital Method with target IRR documentation
  • Comparable funded-company analysis — PitchBook sourced
  • Scenario modeling across base, stress, and upside cases
DELIVERABLE 04

Purchase Price Allocation & Goodwill Impairment

ASC 805 and ASC 350 work, built to the standard auditors expect.

  • ASC 805 PPA — intangibles identified and valued (relief-from-royalty, MEEM)
  • ASC 350 goodwill impairment testing — qualitative and quantitative
  • Reporting unit identification and consistent treatment year-on-year
  • Workpapers structured for audit-firm review without rework
DELIVERABLE 05

Buy-Sell, Partner Buyout & Litigation Valuation

Valuations that hold up under counterparty challenge — or in court.

  • Internationally accepted methodology and report structure
  • Minority interest and DLOM analyses — empirically supported
  • Economic damages calculations — lost profits, lost business value
  • Defensible under counterparty, court, or mediator review
FREE TOOL

Download the High-Level Valuation Model — Free

Plug in your inputs and see enterprise value in minutes.

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Hear from our clients

In their own words.

“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”
Elida Craven, CPA Founder, Craven Consulting
Explore FP&A Services →
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”
Matthew R. Gould Partner, MRG Capital Advisors
Explore Financial Modeling →
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”
Todd Cushing EBIT Associates Ltd
Explore Business Valuation →
Industries We Serve

Built for your industry's specific complexity.

A generic playbook doesn't work across industries. We tailor every engagement to your sector's dynamics.

Frequently Asked

Practical business valuation questions
most US business owners ask.

What makes a business valuation auditor-defensible?

An auditor-defensible valuation has six things:

  • 1. Methodology aligned with internationally accepted valuation standards — applicable framework stated in the methodology section
  • 2. Comparable analysis from professional databases — Capital IQ, S&P, PitchBook, or Bloomberg — with data extracts preserved and dated
  • 3. Discount rate from observable market inputs — risk-free rate, equity risk premium, comparable beta, size premium — all sourced
  • 4. Terminal value bounded — by long-run GDP, disclosed as a percentage of total value
  • 5. Every assumption with a written rationale — independently testable by a reviewer
  • 6. Report structure that follows audit expectations — methodology, comparable rationale, sensitivity tables, conclusion of value

Valuations missing any of these will face audit queries. Valuations covering all six pass. More about our team →

How do I evaluate a business valuation firm before hiring?

Five practical tests that work regardless of who you’re evaluating:

  • Ask which internationally accepted valuation standards their valuations follow and request a sample report to inspect the methodology section.
  • Ask which professional databases they use for comparable company and precedent transaction analysis. Capital IQ, S&P, PitchBook, and Bloomberg are the standard. Free internet comparables are not.
  • For 409A valuations, ask whether their report has been accepted by IRS in any audit and whether it is structured to support Section 409A safe harbour.
  • Ask whether their valuations have been reviewed by audit firms — and how those reviews resolved.
  • Request two references from clients with similar valuation needs (M&A, 409A, PPA, or litigation) and ask specifically about audit defensibility, turnaround, and revision discipline.

Most valuation providers cannot pass all five. We welcome every one of these tests in our discovery process. Book a free 30-minute call →

What is a 409A valuation and how often does a US business need one?

A 409A valuation is an independent appraisal of the fair market value of a private company’s common stock, required under Section 409A of the US Internal Revenue Code before any stock options can be issued. A US business needs a 409A at these four points:

  • Before the first issuance of stock options to employees
  • At least once every 12 months while options are being issued
  • After any material event — fundraise, major contract, M&A activity, significant change in business outlook
  • Before any new round of option grants

IRS safe harbour: A 409A that has not been refreshed in the past 12 months loses its safe-harbour status, exposing both the company and the option holders to penalty tax under Section 409A.

EasePro 409A valuations are prepared by qualified independent appraisers and structured to support the safe harbour.

What valuation method is best for an early-stage or pre-revenue startup?

No single method works for early-stage startups. The right approach depends on revenue stage:

  • Pre-revenue: Venture Capital Method — estimates exit value at a future event and discounts back at a target IRR.
  • Early-revenue: Market Approach — comparable funded companies and recent precedent transactions. Capital IQ and PitchBook databases.
  • 2+ years revenue: Income Approach (DCF) — becomes credible if driver-based projections can be supported.

Scenario modeling is essential across all three — base, stress, upside with weighted output. Investor-grade early-stage valuations typically combine Venture Capital Method, Market Approach, and scenario modeling. Single-method early-stage valuations rarely survive scrutiny.

What is the difference between business valuation and financial modeling?

Financial modeling and business valuation answer two distinct questions:

  • Financial Model: The Excel engine that projects future financial performance — P&L, balance sheet, cash flow, KPIs, scenarios.
  • Business Valuation: The formal output that uses the model and applies a methodology (DCF, comparables, precedents) to determine what the business is worth at a specific date.

The financial model is the engine; the valuation is the formal output an auditor, IRS, court, or counterparty can review and defend. Most EasePro valuation engagements include building or reviewing the underlying financial model — a valuation built on an indefensible model is itself indefensible. See how financial modeling supports valuation →

How is EasePro different from other business valuation firms?

Four differences:

  • Documented methodology. Every EasePro valuation explicitly follows internationally accepted valuation standards — ASC 805 for PPA and ASC 350 for goodwill impairment — with the applicable framework stated in the report.
  • Data-backed comparables. Comparable company and precedent transaction analysis is backed by Capital IQ, S&P, PitchBook, and Bloomberg data, with the underlying extracts preserved for audit.
  • Four-eye review. Every valuation passes through internal review before delivery — built by one senior, reviewed by another against methodology, comparable selection, discount rate build, and sensitivity.
  • Audit-survival design. EasePro valuations are designed to survive auditor scrutiny — our reports follow the structure audit-firm review teams expect.

Pricing context: Scope-based — typically materially below the $5,000–$25,000 comparable US valuation firms charge for equivalent depth.

More about EasePro →