Services
What We Offer
The Allanytics team consists of skilled valuation experts who have collectively completed over 10,000 valuations over the past two decades across various industries. Our clients rely on us for dependable business valuation services and guidance as they scale their businesses from seed to exit.
Fair value standards and applications can be complex, and our team has experience across a wide spectrum of accounting standards under U.S. GAAP and IFRS. We follow best practices by staying up to date on industry developments and guidance issued by institutions such as the AICPA and the Appraisal Foundation.
Our valuation professionals provide sophisticated, supportable, and audit-ready valuation services. With a large team of professionals—including qualified MBAs, CFAs, CVAs, and CPAs—we ensure an efficient valuation process that withstands audit and regulatory scrutiny.
409A Valuation Services
Allanytics offers audit-ready 409A valuation services for companies of every size, industry, and stage through a team of highly experienced valuation specialists. Our team provides high-quality, defensible valuation services to support your option grants within a Safe Harbor framework.
We utilize the most applicable and defensible methodologies for your 409A valuation regardless of business structure—including partnerships, LLCs, S corporations, and C corporations. Our team collaborates closely with you, your CFO, and your finance or accounting teams to ensure alignment with your financial strategies.
Read MoreASC 718 / IFRS 2 – Stock-Based Compensation Valuation
Equity compensation—such as stock options, RSUs, and performance-based awards—is a cornerstone of modern compensation strategies. For startups and global enterprises alike, equity incentives help attract top talent, align incentives, and drive long-term growth.
However, these benefits come with significant accounting complexity.
Two key standards govern the accounting of share-based payments:
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Portfolio Valuation – ASC 820 Fair Value Measurement
Allanytics stays at the forefront of evolving accounting and valuation guidance, including the AICPA’s guides for the Private Equity and Venture Capital industry and the Appraisal Foundation’s Draft Guide on Professional Interactions Unique to Fair Value for Financial Reporting. Our team continuously monitors regulatory developments to ensure our valuation methodologies remain current, defensible, and audit-ready.
We bring deep experience in providing portfolio valuations for investment funds ranging from $500 million to multi-billion dollars in AUM, covering portfolios with 30 to over 400 portfolio companies. Our clients span venture capital funds, private equity funds, hedge funds, family offices, institutional asset managers, insurance companies, banks, business development companies, and high-net-worth investors.
Read MoreGift & Estate Valuation Services
Accurate and defensible valuations are essential when transferring wealth, planning estates, or gifting equity interests. At Allanytics, we provide independent, IRS-compliant Gift & Estate Valuations to support tax filings, succession planning, wealth transfer strategies, and charitable contributions. Our reports are built to withstand IRS examination and ensure peace of mind for families, advisors, and fiduciaries.
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