Know Your Startup’s Worth
Entrepreneurs launching a new business should understand their company’s value and have a valuation report readily available. Without a proper valuation, raising capital—especially after the initial “family and friends” round—can result in significant dilution during Series A or B funding. To help avoid that risk, all of our valuations are performed by qualified experts and fully comply with IRS standards, with our Senior Appraiser certified through the ASA. Importantly, IRS-compliant valuations don’t have to be costly; by leveraging our experience and proprietary process, we’re able to deliver high-quality valuations at a fair price.
Startup Valuation Service Tiers
Valuations
Startup Valuation
Premium Startup
Built for startups actively raising capital, the Premium Startup Valuation develops the full story, incorporating market and risk analysis to substantiate value.
$2,450
Everything in the Select package, plus:
Opportunity and Market Analysis.
Cash Flow and Risk Model Review.
Scorecard Valuation Method.
Scalability Analysis.
Risk Probability Assessment.
Industry Products & Success Factors.
Risk Factor Summation.
Capital Investment Review.
Turnaround: 5-10 Business Days.
Select Startup
Designed for startups preparing for post–family and friends funding rounds and potentially a Series A raise. The Select Startup builds on the Standard package, adding deeper analysis and longer-term forecasting, including:
$1,050
Also Included:
5 or 10-Year Forecast.
Discounted Cash Flow Detail.
Funding Guideline Method.
Waterfall Method.
Industry Review & Outlook.
Industry Ratios.
Industry Multiples.
Turnaround: 3-5 Business Days.
Most Popular
Perfect for trying out the core features and seeing quick results.
Standard Startup
Ideal for startups seeking a strong indication of value for early funding and 409A purposes. This valuation reviews your company’s current operations, expected cash flows, and three valuation methods. The Standard report is IRS Compliant and Certified.
$795
Features Include:
5-Year Forecasted Income Statements.
5-Year Forecasted Net Cash Flows.
Cost of Capital Calculation.
Asset Approach.
Terminal Value Method.
Discounted Cash Flow Method.
Allocation for Fair Market Value. Turnaround: 3-5 Business Days.
Every valuation includes a consultation to help you interpret the report and maximize its value.
With over 30 years of experience in mergers and acquisitions, Dan has advised companies on improving cash flow, increasing enterprise value, and preparing professional business valuations. Each appraisal engagement is unique, and Dan applies a customized approach—drawing on his expertise to determine the most appropriate assessments, methods, and valuation techniques for every client.
Startup Valuation Service Tiers
Valuations
Startup Valuation
Perfect for trying out the core features and seeing quick results.
Standard Valuation
$795
For clients seeking a simplified process without sacrificing quality, our 32-page professional business valuation includes over 25 detailed financial exhibits and tables to support the valuation.
Features Include:
Market, Income, and Asset Approaches to Determine Value.
Recast Income Statements to Calculate True Earning Capacity.
Cost of Capital Analysis to Measure Risk and Required Return.
Clear, Concise, and IRS-Compliant Reporting. Turnaround: 3–5 business days.
Select Valuation
$1,050
For clients seeking added financial analysis to better understand value and optimize cash flow. This 48-page report includes everything in the Standard Valuation, plus:
Also Included:
Advanced analytics & insights
Customizations & automation
Liquidity, Working Capital, Capital Investment, Cost Analysis & Cash Flow.
Historic Review vs. Optimal Performance.
Operating Cash Flow Detail.
Expert Witness Testimony Available. Turnaround 3-5 Business Days.
Most Popular
Premium Valuation
$2,450
For clients seeking an in-depth review of the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features in the Standard & Select Valuations, with options such as:
Also Included:
Team collaboration tools
Priority customer support
Asset Purchase Price Allocation & Patent and IP Appraisals.
Qualitative Value Drivers Rating. Turnaround: 5-10 Business Days.
Every valuation includes a consultation to help you interpret the report and maximize its value.
With over 30 years of experience in mergers and acquisitions, Dan has advised companies on improving cash flow, increasing enterprise value, and preparing professional business valuations. Each appraisal engagement is unique, and Dan applies a customized approach—drawing on his expertise to determine the most appropriate assessments, methods, and valuation techniques for every client.
Startup Valuation Service Tiers
Valuations
Startup Valuation
Premium Startup
Built for startups actively raising capital, the Premium Startup Valuation develops the full story, incorporating market and risk analysis to substantiate value.
$2,450
Everything in the Select package, plus:
Opportunity and Market Analysis.
Cash Flow and Risk Model Review.
Scorecard Valuation Method.
Scalability Analysis.
Risk Probability Assessment.
Industry Products & Success Factors.
Risk Factor Summation.
Capital Investment Review.
Turnaround: 5-10 Business Days.
Select Startup
Designed for startups preparing for post–family and friends funding rounds and potentially a Series A raise. The Select Startup builds on the Standard package, adding deeper analysis and longer-term forecasting, including:
$1,050
Also Included:
5 or 10-Year Forecast.
Discounted Cash Flow Detail.
Funding Guideline Method.
Waterfall Method.
Industry Review & Outlook.
Industry Ratios.
Industry Multiples.
Turnaround: 3-5 Business Days.
Most Popular
Perfect for trying out the core features and seeing quick results.
Standard Startup
Ideal for startups seeking a strong indication of value for early funding and 409A purposes. This valuation reviews your company’s current operations, expected cash flows, and three valuation methods. The Standard report is IRS Compliant and Certified.
$795
Features Include:
5-Year Forecasted Income Statements.
5-Year Forecasted Net Cash Flows.
Cost of Capital Calculation.
Asset Approach.
Terminal Value Method.
Discounted Cash Flow Method.
Allocation for Fair Market Value. Turnaround: 3-5 Business Days.
Every valuation includes a consultation to help you interpret the report and maximize its value.
With over 30 years of experience in mergers and acquisitions, Dan has advised companies on improving cash flow, increasing enterprise value, and preparing professional business valuations. Each appraisal engagement is unique, and Dan applies a customized approach—drawing on his expertise to determine the most appropriate assessments, methods, and valuation techniques for every client.
Startup Valuation Service Tiers
Valuations
Startup Valuation
Perfect for trying out the core features and seeing quick results.
Standard Valuation
$795
For clients seeking a simplified process without sacrificing quality, our 32-page professional business valuation includes over 25 detailed financial exhibits and tables to support the valuation.
Features Include:
Market, Income, and Asset Approaches to Determine Value.
Recast Income Statements to Calculate True Earning Capacity.
Cost of Capital Analysis to Measure Risk and Required Return.
Clear, Concise, and IRS-Compliant Reporting. Turnaround: 3–5 business days.
Select Valuation
$1,050
For clients seeking added financial analysis to better understand value and optimize cash flow. This 48-page report includes everything in the Standard Valuation, plus:
Also Included:
Advanced analytics & insights
Customizations & automation
Liquidity, Working Capital, Capital Investment, Cost Analysis & Cash Flow.
Historic Review vs. Optimal Performance.
Operating Cash Flow Detail.
Expert Witness Testimony Available. Turnaround 3-5 Business Days.
Most Popular
Premium Valuation
$2,450
For clients seeking an in-depth review of the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features in the Standard & Select Valuations, with options such as:
Also Included:
Team collaboration tools
Priority customer support
Asset Purchase Price Allocation & Patent and IP Appraisals.
Qualitative Value Drivers Rating. Turnaround: 5-10 Business Days.
Every valuation includes a consultation to help you interpret the report and maximize its value.
With over 30 years of experience in mergers and acquisitions, Dan has advised companies on improving cash flow, increasing enterprise value, and preparing professional business valuations. Each appraisal engagement is unique, and Dan applies a customized approach—drawing on his expertise to determine the most appropriate assessments, methods, and valuation techniques for every client.
Delivering Confidence, Accuracy & Value
Delivering Confidence, Accuracy & Value
Delivering Confidence, Accuracy & Value
Call to Discuss Your Valuation Needs
Call to Discuss Your Valuation Needs
Call to Discuss Your Valuation Needs
We pride ourselves on professionalism, expertise, accuracy, reliability, timeliness, and independence. Our certified valuations are thoughtful, straightforward, and fully compliant with professional standards and ethical guidelines. We deliver accurate and dependable appraisals grounded in thorough research, detailed analysis, and proven methodology. All client data is kept strictly private and confidential. Valuations are typically completed within 3 to 10 business days, depending on the selected package.
We pride ourselves on professionalism, expertise, accuracy, reliability, timeliness, and independence. Our certified valuations are thoughtful, straightforward, and fully compliant with professional standards and ethical guidelines. We deliver accurate and dependable appraisals grounded in thorough research, detailed analysis, and proven methodology. All client data is kept strictly private and confidential. Valuations are typically completed within 3 to 10 business days, depending on the selected package.
We pride ourselves on professionalism, expertise, accuracy, reliability, timeliness, and independence. Our certified valuations are thoughtful, straightforward, and fully compliant with professional standards and ethical guidelines. We deliver accurate and dependable appraisals grounded in thorough research, detailed analysis, and proven methodology. All client data is kept strictly private and confidential. Valuations are typically completed within 3 to 10 business days, depending on the selected package.
Daniel P. O’Connell, AM, BV
Stonebridge Advisory, Inc.
Daniel P. O’Connell, AM, BV
Stonebridge Advisory, Inc.
Daniel P. O’Connell, AM, BV
Stonebridge Advisory, Inc.
Our Reviews
Our Reviews
Our Reviews
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We consider all the drivers of change gives you the blocks & you need professional website of client.
Let’s Get Started!
We consider all the drivers of change gives you the blocks & you need professional website of client.
Let’s Get Started!
We consider all the drivers of change gives you the blocks & you need professional website of client.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Valuation Reports Prepared by Certified Valuation Experts
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.