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VALUATION SERVICES

We personalize our valuation engagements and use methods that exceed industry standards to help estate planners, companies, and fund managers confidently present and defend their assets.
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EXPERTS IN COMPLEX SITUATIONS

Venture First provides a portfolio of valuation services for entrepreneurs, funds, and family estates. Our team uses a data-intensive approach to deliver true valuation intelligence. We use IRS and SEC compliant methodologies and have a pristine audit success record with the Big Four and dozens of other regional accounting firms. Our professionals are experts in complex capital structures and have deep industry experience ranging from life sciences to information technology. Because of our strong analyst team and extensive expertise in valuation projects, we offer rapid turnaround and cost-effective pricing to our clients.

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DEFENSIBLE & TRUSTED

  • Our U.S. based team delivers deep-dive research outlined in a  format you can easily present and defend
  • We have a pristine audit record  by the Big Four accounting firms as well as regional offices
  • Our proprietary technology platforms pulls from the best data sources available
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Service Area Expertise

EQUITY COMPENSATION 

Comply with the IRS and provide safe harbor to your company when issuing shares, options, RSUs or other equity-based compensation to management. Venture First delivers an in-depth but easy to understand 75+ page report that satisfies all IRS 409A requirements. For more information, contact our team.

ESTATE & GIFT TAX VALUATION

Gain a detailed and fully supported valuation for your estate and gift tax purposes. We provide opinions of value for estate tax calculations, gifting of closely-held stock and partnership interests. We also support Family Limited Partnerships and Limited Liability Company valuation needs, including entities holding real estate, marketable securities or closely held common stock. Learn more about the benefits of working with Venture First.

PORTFOLIO VALUATION (ASC 820)

Easily and objectively mark your portfolio to market for financial reporting standards. We work hand-in-hand with portfolio managers to understand nuances and alleviating the burden of gathering data from portfolio companies and sourcing guideline comparables for analysis. For more information, contact our team.

COMPLEX DERIVATIVE VALUATION

Satisfy audit requests and financial reporting requirements with a detailed, defensible, and trusted derivative valuation. Venture First uses Monte Carlo simulation, Binomial Lattices, and other custom scenario modelling. Our analysts are comfortable dissecting complicated scenarios and capturing their underlying values accurately. For more information, contact our team.

Industry Leadership

Our team is fully certified to comply with industry standards
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Pristine Audit Record
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Certified Valuation Analyst Designation
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Accredited in Business Valuation