Startup Business Valuation Services
IRS-compliant startup valuations prepared by credentialed advisors - not software, not an algorithm. Trusted by founders, investors, attorneys, and boards across the United States.
100+
Reports Delivered
15+
Industries Served
IRS Safe Harbor
Compliant
CVA & AICPA-Qualified
Qualified Experts
What It Is
Your Startup Has Value. Here's How to Prove It
A startup business valuation is the formal, evidence-based process of determining the economic value of an early-stage company, a business unit, or a specific ownership of interest. It considers financial performance, assets and liabilities, market position, industry benchmarks, and future growth potential.
A properly executed valuation is not a compliance checkbox. It is a strategic asset - one that protects your position in negotiations, satisfies investor and auditor requirements, supports tax planning, and drives confident decisions at every stage of your business lifecycle.
At Virtue Advisors, every valuation is prepared by a credentialed Advisors. Not a form. Not an algorithm. A qualified professional who is ethically bound to deliver an objective, independent opinion - and who integrates that conclusion directly into your broader tax and advisory strategy.
Our Services
Startup Valuation Services We Offer
Whether you are issuing stock options, planning an exit, navigating a dispute, or filing with the IRS - Virtue Advisors has the right valuation for your situation.
Get a Valuation That Works for Your Funding, Not Against It.
When Does Your Startup Need a Valuation?
A formal valuation is triggered by specific events, regulatory requirements, or strategic decisions. Each situation below requires an independent, credentialed report.
- Raising Capital
- Stock Option Issuance
- New Funding Round Closed
Preferred stock pricing changes the implied FMV of common stock. A new 409A is required before any grants post-close.
- SAFE or Note Conversion
Conversion changes the capital structure and typically triggers a new valuation assessment.
- Material Change in Business
Significant shifts in revenue, operations, or strategy affect FMV and may require an immediate update.
- Mergers and Acquisitions
Deal pricing, swap ratios, and post-close purchase price allocation under ASC 805.
- Selling Your Startup
Establish a defensible floor price before entering any negotiation.
- Gift and Estate Tax Planning
IRS compliant appraisals required for Form 709 and Form 706 filings.
- Shareholder Disputes
Court-admissible, independent valuation of contested business assets.
- ESOP Setup or Annual Update
ERISA mandates an independent annual appraisal - not internal estimates.
- Financial Reporting - GAAP
ASC 805, ASC 350, ASC 820, and ASC 718 all require formal valuation support.
- Succession and Exit Planning
Protect all parties and maximize value during ownership transitions.
Who Needs a Startup Business Valuation?
Startup Valuation by Funding Stage
Pre-Funded
$799
Stage 02
Angel / Friends & Family
$990
Stage 03
Seed Stage
$1,499
Stage 04
Series A
$2,099
Stage 05
Series B and Above
Custom
A Number Means Nothing Without a Strategy
Most valuation firms stop at the report. They calculate a number, sign the document, and hand it over. What happens to your tax position after that is someone else's problem.
Ethical objectivity
IRS and GAAP expertise
Integrated tax strategy
Audit-ready documentation
One team, four pillars
Startup Valuation Methods We Use
Method selection depends on your startup stage, industry, and the purpose of the valuation. Our credentialed Advisors apply the right approach - and document exactly why in every report.
- Option Pricing Models
Complex capital structures, ESOPs, convertible notes, and 409A backsolve.
- PWERM
Applied when multiple exit scenarios have distinct and estimable probabilities.
- OPM Backsolve
Derives implied total equity value from the most recent preferred stock round pricing - the IRS-preferred method for VC-backed companies.
- Relief-from-Royalty Method
Brands, patents, and licensed technology valuation.
- Multi-Period Excess Earnings Method - MPEEM
Customer relationships and developed technology under ASC 805.
Advantages of a Professional
Startup Valuation
IRS and Audit Defence
Avoid the 20% Penalty Tax
Investor Confidence
Faster Due Diligence
Stronger Negotiating Position
Audit Readiness
Court-Admissible Protection
Strategic Clarity
Integrated Tax Savings
How Our Startup Valuation Process Works
Structured, transparent, and efficient - our process is designed to deliver an audit-ready conclusion without unnecessary back-and-forth.
01
Free Consultation
02
Document Collection
03
Research and Market Analysis
04
Financial Modelling and Methodology
05
Draft Report Delivery
06
Final Report and Ongoing Support
What Your Startup Valuation Report Includes
Every Virtue Advisors valuation report is a comprehensive document prepared for external scrutiny - not an internal summary, not a template.
A Report Is Where Other Firms Finish.
It's Where We Start.
A valuation conclusion is only as valuable as what you do with it. At Virtue Advisors, we reach feed directly into the strategy; we build it.
ASC 718 stock compensation reporting
The FMV from your valuation is the direct input into stock-based compensation expense recognition for GAAP financial statements.
Equity plan and tax strategy
We connect your conclusion to your broader equity plan design, option pricing strategy, and tax minimization approach.
Estate and gift tax planning
For founders and executives, equity value informs gift and estate tax strategy - we integrate the two directly.
CFO and Controller advisory
Valuation insights feed directly into financial reporting, cap table management, and strategic forecasting through our fractional CFO service.
Succession and exit planning
We do not just value your business for an exit - we structure the transition to minimize tax liability and maximize what you take out.
Ready to Know What Your Startup Is
Is Actually Worth?
The IRS Has Standards. Your Auditor Has Standards. Our Report Meets Both.
USPAP
SSVS No. 1 - AICPA
NACVA Professional Standards
IRC Section 409A
IRS Revenue Ruling 59-60
ASC 805
ASC 350 / ASC 820 / ASC 718
ERISA
IRC Section 1202 (QSBS)
GAAP
Sector Expertise
Industries We Serve
Generic financial models miss the sector-specific risk factors, transaction multiples, and valuation conventions that make a report defensible. Our team brings deep industry knowledge to every engagement.
Why Choose Virtue Advisors for
Your Startup Valuation?
| Virtue Advisors | Standalone Valuation Firms | Online Platforms | |
|---|---|---|---|
| CPA Designation & Ethical Standards | Varies | ||
| IRS & GAAP Compliant Reports | Partial | ||
| Integrated Tax & Valuation Strategy | |||
| Court & Audit Admissible | |||
| Industry-Specific Methodology | Partial | ||
| Post-Valuation Advisory Support | Rarely | ||
| ASC 718 Reporting Integration | |||
| B2B Partner Network - 50+ Firms | |||
| Transparent Flat-Fee Pricing |
Your Clients Need Valuations.
We Take It from Here.
Virtue Advisors operates a B2B Partner Program designed for accounting firms, financial advisors, and professional service providers who need valuation capability without building it in-house.
Trusted by the People Who Cannot Afford to Get It Wrong.
- Founders and Startup Teams - Startup valuations, 409A valuations, investor-ready reports, cap table management, and fundraising support.
- CFOs and Finance Teams - Financial reporting valuations - ASC 805, ASC 350, ASC 820 - and M&A support from a CPA team.
- Business Owners Planning an Exit - General business valuations, succession planning, buy-sell agreements, and integrated exit tax strategy.
- Corporate and M&A Attorneys - Litigation supports valuations, expert witness testimony, divorce, and shareholder dispute appraisals.
- Estate and Tax Planners - Gift and estate tax valuations with DLOC and DLOM discounts, integrated into wealth transfer strategy.
- Private Equity and Investors - Portfolio valuations, ASC 820 LP reporting, and pre-investment due diligence support.
- CPA and Advisory Partner Firms - White-label valuation delivery across all service types through the Virtue Advisors B2B Partner Program.
Clients Who Trust Us
Trusted by 1,100+ clients across industries - from early-stage startups to established enterprises, real estate groups, and hospitality operators.
What Founders and Finance Teams Say About Virtue Advisors
Best Startup Valuation Services
Across the United States
Virtue Advisors provides certified startup valuation services to clients across the United States. Headquartered in Alpharetta, Georgia, with active engagements across 20 cities - from Atlanta and New York to Houston, Dallas, San Francisco, and beyond.
Schedule Your Startup Valuation Consultation Today
IRS-compliant, audit-ready valuation reports from credentialed CPAs - serving businesses across the United States.
