2026 · Tax & Compliance

Top 409A Valuations Firms

8 firms ranked · Methodology →

Private companies that grant stock options need an independent 409A valuation to set the fair market value of common stock — and to earn the IRS safe harbor that protects employees from severe tax penalties. Startups need their first 409A before their first option grant, and a refresh every 12 months or after any material event such as a funding round.

The providers ranked here range from specialist boutiques to platform-integrated services. Scoring weighs audit-defense track record, appraiser credentials, turnaround time, and verified client reviews across company stages from seed to pre-IPO.

Common questions

Get matched with top 409A Valuations firms

Every firm is scored from verified client reviews. Free introductions. No obligation.

Get Matched Free
Jump to ranked firms ↓
1
Lone Star Business Valuation logo

Lone Star Business Valuation

Verified
Austin, TX4.5 (6)
82.0/100
409A ValuationsFundraising & Recapitalizations
1
Golden Gate Appraisal logo

Golden Gate Appraisal

Verified
San Francisco, CA4.5 (6)
82.0/100
409A ValuationsComplex SecuritiesFundraising & Recapitalizations
3
Meridian Valuation Group logo

Meridian Valuation Group

Verified
New York, NY4.7 (3)
80.3/100
409A ValuationsMergers & AcquisitionsFairness Opinions
4
Charles River Valuation logo

Charles River Valuation

Verified
Cambridge, MA4.5 (4)
80.0/100
409A ValuationsComplex SecuritiesFundraising & Recapitalizations
4
Cascade Valuation Group logo

Cascade Valuation Group

Verified
Seattle, WA4.5 (4)
80.0/100
409A ValuationsMergers & AcquisitionsPurchase Price Allocation
6
Philadelphia Appraisal Group logo

Philadelphia Appraisal Group

Philadelphia, PA4.6 (7)
70.6/100
409A ValuationsSBA Loan Valuations
7
Atlantic Valuation Partners logo

Atlantic Valuation Partners

Tampa, FL4.6 (7)
67.6/100
409A ValuationsSBA Loan Valuations
8
Mile High Valuations logo

Mile High Valuations

Denver, CO4.5 (8)
65.0/100
409A ValuationsSBA Loan Valuations

Step 1 of 4

Get quotes for 409A Valuations →

Free introductions to 3–5 qualified firms. No obligation.

Methodology

How firms are ranked

Each firm receives a score out of 100 built from five weighted components: verified client reviews (30%), professional credentials such as ASA, CVA, ABV, CFA, and MAFF (25%), the depth of services offered relative to the category (20%), the firm's operational scale (15%), and years in business (10%).

The score is refreshed whenever a review is approved or firm data changes, and overall ranks are recomputed on a schedule so movement reflects real changes, not noise. Within a category or service, we re-rank using the same score restricted to firms that actually offer that work.

Rankings cannot be purchased. Featured placement in the directory is clearly labeled and never affects rank.

Read the full methodology →