About Us
Who We Are
Welcome to your trusted partner for valuation services. We specialize in delivering accurate and insightful valuations across various industries. Our experienced professionals combine industry expertise with deep knowledge of tax compliance and financial reporting valuations to provide comprehensive and reliable valuation opinions.
We offer comprehensive business valuation services for determining the fair market value of Common Stock for IRC 409A, Portfolio Valuation under ASC 820, and fair value of embedded derivatives for ASC 815 / 825.
Meet Our Expert
Steve Allan founded Allanytics, a strategic advisory firm for data analytics, benchmarking, and compliance valuations. For the five years before founding Allanytics in early 2023, Steve led Third Horizon Venture Partners, a family office based in Silicon Valley. He served in various executive positions at closely held portfolio companies, including CEO, President, CFO, and Head of Corporate Development. Before that, Steve spent nearly a decade at Silicon Valley Bank, where he was Head of SVB Analytics and SVB Securities Strategic Advisory, responsible for the three areas of information services provided to the innovation economy, Strategic Advisory Services, Compliance Valuations, and Insights. Before joining SVB Analytics in 2008, he worked with J.P. Morgan Chase in New York for the firm's fixed-income trading business. While at J.P. Morgan, Steve worked with both the proprietary and client-focused U.S. Dollar Fixed Income Derivatives desks. Before J.P. Morgan, Steve worked with AT&T, working in finance, marketing, and sales.
Steve earned a Master's in business administration from Duke University's Fuqua School of Business and a bachelor's degree in finance from the University of Notre Dame. He has been conferred the Chartered Financial Analyst designation.
Our Services
Portfolio Valuation
Portfolio Valuation
Portfolio Valuation
As per the Financial Accounting Standards Board (“FASB”) Accounting Standards Codification Topic 820, companies are required to assess and disclose the fair value of financial instruments. We specialize in providing comprehensive ASC 820 valuation services to help businesses navigate fair value measurements and disclosures.
As specialists, we provide rigorous and objective valuation of diverse or illiquid investments. We assist you through a detailed procedure that includes financial analysis, independent analysis of public guideline comparable companies, tests of internal consistency in valuation, and evaluating income methods (capitalization or discounted cash flow).
409A Valuation
Portfolio Valuation
Portfolio Valuation
Obtaining a 409A valuation allows your business to comply with all tax laws and avoid any IRS audit sessions that can lead to legal issues, tax issues, and even interfere with business functions if problems arise. Additionally, the need to hire consultants or lawyers to defend your business while the case drags out can significantly increase your legal expenses. In such situations, your employees with stock options would also suffer because of the instant tax issues for them.
We are here to guide you through the process so that you can focus on accelerating business growth. Our team of experienced professionals has assisted thousands of early-stage companies with IRC 409A valuations.