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

5 Hard Truths About Expanding Our Services from Series B Companies to Unicorns

When a company crosses the billion-dollar threshold, everything changes. The valuation methodologies that worked for Series A and Series B rounds suddenly feel inadequate. The stakeholder expectations multiply. The regulatory scrutiny intensifies. And for valuation analysts, the margin for error shrinks to near zero. At Eqvista, we built our reputation delivering accurate, audit-defensible 409A valuations …

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409A Valuation Index and Trends By Industry (2024)

You may want to reward your hard working team with stock options. When you do so, you must stay on the right side of the IRS and get a 409A valuation. Such a valuation determines your company’s fair market value (FMV), based on which you can issue employee stock ownership plans (ESOPs) and other stock-based …

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