Valuations prepared for PCAOB inspection, SEC review and IRS examination.
Valgo Partners is an independent valuation firm serving companies, their auditors and advisors, and investors. We value businesses, equity, intangible assets and complex securities for financial reporting and tax.
We respond within six hours on business days.
- Independent
We hold no interest in the companies we value, and no fee is contingent on the conclusion reached or on a deal closing.
- Documented to the inputs
Every conclusion is traced to its inputs and benchmarked against industry-accepted best practice, the FASB Codification and the AICPA valuation guides.
- Audit support included
Every engagement includes responses to auditor inquiries and walkthroughs of our methodology, through audit sign-off.
- Fixed fee
Fees are fixed and agreed in writing at the outset, based on the scope of the work.
Full-service valuation for financial reporting and tax
Financial Reporting
Fair value measurements for the financial statements, from purchase price allocations to share-based compensation.
Complex Securities & Derivatives
Warrants, convertibles, SAFEs, earnouts, embedded derivatives and SPAC instruments.
Tax Valuation
Section 409A, gift and estate, profits interests and other valuations for tax purposes.
Transactions & Capital Markets
Fairness opinions, deal valuation, financing rounds and IPO preparation.
Portfolio Valuation
Fair value of private investments at each reporting date, for funds and family offices.
Valuation Review & Audit Support
Independent review of third-party valuations, and support through the audit.
Experience across industries and ownership structures
Companies
Founders, CFOs and controllers of venture-backed, private equity-backed, family-owned and public companies.
Accounting and advisory firms
Technical accounting and CPA advisory firms, and the clients they refer to us.
Investors
Private equity and venture funds, family offices and their portfolio companies.
Attorneys and tax advisors
Estate planning, transaction and tax counsel who need a supportable fair market value.
- Technology & software
- Fintech & financial services
- Pharmaceuticals & biotech
- Medical devices & healthcare
- Manufacturing & industrials
- Consumer products & retail
- Energy & clean technology
- Media & telecommunications
Discuss an engagement
Tell us about the measurement, the standard and the deadline. We scope every engagement on its facts and confirm a fixed fee in writing.
We respond within six hours on business days.