• 409A Valuation Services

  • 409A valuations you can depend on

    409A Valuations You Can Depend On 

    Whether you are an early-stage startup or an established company eyeing an IPO, we take charge of the valuation process to deliver high-quality, audit-defensible valuation reports to support you through your liquidity event. As the market leaders in innovation economy valuations, you and your Board can rely on SVB Analytics’ industry-leading expertise and robust insights.  

    • We deliver high-quality results and competitive pricing as your company scales from startup through high growth to your future exit.
    • You can trust our attention to accuracy and high client satisfaction.
    • Count on us to defend our valuation when your company needs it.

    Our engagement teams have worked at all the major audit firms, bringing extensive valuation, corporate finance and strategic expertise to the table.

    Demonstrated Leadership in Valuations

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    Custom Valuations for Your Specific Business Needs

    We provide expert financial reporting valuations custom tailored to your business, in addition to specialty valuations for gift and estate tax purposes. We use multiple valuation approaches to determine the best measure of a company’s value, including income, market and asset-based approaches. Our reports are consistent with financial accounting standards and backed by supporting exhibits and clear rationale.

    • M&A Reporting Services: We offer expert ASC 805, ASC 350 and ASC 360 reports so that your business can keep moving.
    • Specialty Valuations: We support investors and entrepreneurs with specialty valuations to assist with gift and estate tax purposes, financial reporting and more.

  • Ready to get started?

    Let’s talk about how our services can help you.

    Or email: svba@svb.com

  • SVB Analytics is a member of SVB Financial Group and a non-bank affiliate of Silicon Valley Bank. Products and services offered by SVB Analytics are not FDIC insured and are not deposits or other obligations of Silicon Valley Bank. SVB Analytics does not provide investment, tax, or legal advice. Please consult your investment, tax, or legal advisors for such guidance.

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  • Meet Our Team
    Steve Liu

    Steve Liu
    Managing Director

    Steve Liu is responsible for managing the valuation practice and execution of the group's portfolio of valuation opinions for private companies.

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