Eqvista Valuation Team

Eqvista Valuation Team

Valuation Experts

The Eqvista Valuation Team includes seasoned financial professionals, including CFA and CVA certified analysts, IRS Enrolled Agents, and valuation experts with decades of combined experience in business valuation and equity management. Our team specializes in providing comprehensive 409A valuations, fair market value assessments, and other business valuation services for startups and private companies across various industries. We stay at the forefront of regulatory compliance and valuation methodologies to ensure our clients receive accurate, defensible valuations that meet IRS standards.

With a deep understanding of startup dynamics and private company growth trajectories, our valuation team works closely with founders, CFOs, and legal counsel to deliver valuations that support critical business decisions. From pre-seed startups to late-stage companies (including unicorns) preparing for IPO, we provide the expertise and insights needed to handle complex equity compensation structures, funding rounds, and liquidity events. Our commitment to accuracy, transparency, and client education sets us apart in the valuation industry.

Latest from Eqvista

Revenue Multiples by Industry (2026)

Before an investor writes a check, they run one calculation: what is this company worth relative to what others in its industry are selling for? That calculation depends on revenue multiples by industry.  Revenue multiples are the fastest, most widely used method to value an early-stage startup with no earnings history, and in 2026, the …

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News Events Are Now Live in Eqvista Real-Time Company Valuation®

Your company’s valuation changed. But do you know what happened around the business when it did? A number on a chart tells you what changed. It doesn’t tell you why.  Maybe you closed a major customer. Maybe a competitor just raised a Series B. Maybe you launched into a new market last month and forgot …

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SaaS Valuation Multiples 2026

What Is the Average SaaS Valuation Multiple in 2026? The market-wide average EV/revenue multiple for public SaaS companies is 6.88x, but the median is only 4.13.  A handful of giants (Palantir, CrowdStrike, Datadog) are driving the average upward; other companies trade much closer to the median. Remove the market-cap skew entirely, and the SaaS Capital …

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Why Your Schedule K-1 Is Late and How It Affects Your Tax Return

Schedule K-1 is a federal tax form issued annually by pass-through entities, including partnerships, S corporations, and trusts, to report each stakeholder’s share of the entity’s income, losses, deductions, and credits.  Unlike W-2s or 1099s, the K-1 is prepared by the entity, not the individual. That means you cannot file your personal tax return until …

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State of Venture Capital in 2026

The numbers coming out of the US venture capital market in H1 2026 are historic by practically every measure. $412.7 billion has been deployed in just six months, exceeding the total yearly spending for 2025 of $339.4 billion. A single quarter, Q1 2026, saw the largest deal value ever recorded, at $267.2 billion. The exit …

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EV/EBITDA vs. EV/Revenue: Which Matters More in 2026

EV/EBITDA matters more for profitable, cash-generative businesses, while EV/Revenue matters more when EBITDA is negative, volatile, or still too early to reflect operating strength. In 2026, the better multiple depends on the industry’s earnings profile, capital intensity, and stage of maturity, not on a one-size-fits-all rule. That is why the best valuation work usually uses …

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PEG Ratio by Industry 2026

When investors evaluate a stock, the Price-to-Earnings (P/E) ratio is often the first number they look at. However, P/E alone cannot give the whole situation. A stock trading at 50x earnings may be a bargain if the company is expanding earnings at 60% per year, yet a stock trading at 12x earnings may be costly …

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Why Small and Mid-Sized Asset Managers Should Get an ASC 820 Valuation Before Audits

ASC 820 valuations must be completed before audits because they define how investment fair values are measured, documented, and disclosed. For small and mid-sized fund managers, engaging a third-party valuation specialist is the most reliable way to ensure audit-ready compliance. Key Takeaways What Is ASC 820 and Why Does It Apply To Fund Managers? Under …

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How to Choose a 409A Valuation Provider That Holds Up During a Big Four Audit

Choosing a 409A valuation provider isn’t just about getting a report quickly or finding the lowest-cost option. The best providers prepare valuations that can withstand review by Big Four auditors months or even years later. That means following recognized valuation standards, providing clear documentation, and offering support when auditors have questions. For late-stage startups preparing …

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What Documents USCIS Expects for Asset Valuation (I-864)

If you’re sponsoring a spouse or family member for a green card, you’ve likely encountered Form I-864 and the question of whether your income alone is enough. Under Section 213A of the Immigration and Nationality Act (INA), the sponsor must maintain the immigrant at an income level equal to or greater than 125% of the …

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Outdated Valuation Reports Are Hurting Secondary Funds: How Real-Time Valuations Help

Secondary fund managers are expected to make fast, high-stakes decisions in a market that still relies on slow, outdated valuation reports. That mismatch is becoming harder to ignore as portfolio companies move, markets shift, and LP expectations keep rising. Secondary market funds sit in a unique part of private equity. They buy existing equity stakes …

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How to Value Private Company Shares for Canadian Emigration?

If you hold private shares in a US startup and are planning to move to Canada, you may owe no tax on pre-move gains, but only if you get your FMV valuation right before you cross the border. Here’s what you need to know. Since 2020, 56,240 Americans have been admitted as permanent residents to …

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Canada Departure Tax and Fair Market Valuation: What Every Emigrant Needs To Know

You have accepted a job offer abroad, and your visa is approved. Before completing your move, consider a financial obligation that many Canadians overlook until it’s too late. Once you stop being a Canadian tax resident, the Canada Revenue Agency will assume that you have disposed of all your foreign investments at their fair market …

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Price-to-Sales Ratio By Industry (2026)

Last Updated: April 2026 As of 2026, the Price-to-Sales (P/S) ratio has demonstrated notable trends that reflect broader market conditions and investor sentiment. The P/S ratio has shown a significant upward trend over the last five years, when it surged from 3.894 (Minimum Range) to 6.925 (Maximum Range) The current P/S ratio for the S&P …

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Debt to Equity Ratio by Industry (2026)

Last Updated: April 2026 Different industries have different capital needs, risk profiles, and cash‑flow stability, so they naturally settle at different leverage levels. A D/E number that looks risky in one sector can be perfectly normal in another, which is why cross‑industry comparisons are often misleading. The debt-to-equity ratio is crucial for assessing financial health. …

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EBITDA Multiples by Industry (2026)

Last Updated: April 2026 Company valuation is one thing that every entrepreneur must bear in mind at every stage of a business. No significant decision can be taken without estimating the market value of a company at any given point. Factors called valuation multiples are important indicators in this process. Investors and company managements alike …

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How To Handle Secondary Share Transfers?

As your startup matures, founders, early employees, or angel investors may look for liquidity by selling their existing shares to new investors without waiting for an IPO. Unlike primary sales, secondary transfers do not result in new capital for the company. Instead, they represent a change in ownership of existing equity. Handling these effectively is …

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Meet Eqvista’s Tiger Team: The Group Behind Our Most Complex Valuations

At Eqvista, precision is everything. Some valuation cases demand more than technical skill; they call for judgment, experience, and the ability to deliver under pressure. That level of work belongs to Eqvista’s Tiger Team, a specialized group that handles the firm’s most advanced, complex, and time-sensitive assignments. Led by Patrick Wong, with Kayla Chen and …

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