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.
$2450
Everything in the Select package, plus:
Opportunity and market analysis
Cash flow and risk model review
Scorecard Valuation Method
Venture Capital Method
Risk probability assessment
Industry products & success factors
Risk Factor Summation
Capital Investment Review
Scalability Analysis
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:
$1050
Also Included:
Complete financial statements
5 or 10-year forecast to maturity
Comprehensive financial analysis
Discounted Cash Flow Method
Terminal Value Method
Funding Guidelines Method
Industry review and outlook
Industry ratios
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 409(a) purposes. This valuation reviews your company’s current operations, expected cash flows, and three valuation methods.
$795
Features Include:
Startup cash flow cycles
Analysis of key cash drivers
5-year forecasted income statements
5-year forecasted net cash flows
Cost of Capital calculation
Terminal Value Method
Allocation for Fair Market Value
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:
Asset, Income, and Market Approaches to determine value.
Recast income statements to calculate true operating income.
Cost of capital analysis to measure risk and required return.
Clear, concise, and IRS-compliant reporting. Turnaround: 3–5 business days.
Select Valuation
$1050
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, and near-term cash flo
Capital investment, cost analysis, and cash management review for optimal performance. Turnaround: 5 business days.
Courtroom Ready Package
Expert Witness Testimony
Most Popular
Premium Valuation
$2450
For clients who require an in-depth review of both the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features from the Standard and Enhanced Valuations, plus:
Also Included:
Team collaboration tools
Priority customer support
Liquidity, working capital, and near-term cash flow risk assessment.
Qualitative Value Drivers and Rating impacting value - Turnaround: 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.
$2450
Everything in the Select package, plus:
Opportunity and market analysis
Cash flow and risk model review
Scorecard Valuation Method
Venture Capital Method
Risk probability assessment
Industry products & success factors
Risk Factor Summation
Capital Investment Review
Scalability Analysis
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:
$1050
Also Included:
Complete financial statements
5 or 10-year forecast to maturity
Comprehensive financial analysis
Discounted Cash Flow Method
Terminal Value Method
Funding Guidelines Method
Industry review and outlook
Industry ratios
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 409(a) purposes. This valuation reviews your company’s current operations, expected cash flows, and three valuation methods.
$795
Features Include:
Startup cash flow cycles
Analysis of key cash drivers
5-year forecasted income statements
5-year forecasted net cash flows
Cost of Capital calculation
Terminal Value Method
Allocation for Fair Market Value
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:
Asset, Income, and Market Approaches to determine value.
Recast income statements to calculate true operating income.
Cost of capital analysis to measure risk and required return.
Clear, concise, and IRS-compliant reporting. Turnaround: 3–5 business days.
Select Valuation
$1050
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, and near-term cash flo
Capital investment, cost analysis, and cash management review for optimal performance. Turnaround: 5 business days.
Courtroom Ready Package
Expert Witness Testimony
Most Popular
Premium Valuation
$2450
For clients who require an in-depth review of both the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features from the Standard and Enhanced Valuations, plus:
Also Included:
Team collaboration tools
Priority customer support
Liquidity, working capital, and near-term cash flow risk assessment.
Qualitative Value Drivers and Rating impacting value - Turnaround: 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
At Stonebridge, we are committed to professionalism, expertise, accuracy, reliability, timeliness, and independence—all while adhering to the highest professional standards and ethics. Our certified valuations are clear, well-reasoned, and based on thorough research, analysis, and sound methodology.
We treat all client information with the utmost confidentiality. Depending on the package selected, valuations are typically completed within 3 to 10 business days.
Please don’t hesitate to call us with any questions.
At Stonebridge, we are committed to professionalism, expertise, accuracy, reliability, timeliness, and independence—all while adhering to the highest professional standards and ethics. Our certified valuations are clear, well-reasoned, and based on thorough research, analysis, and sound methodology.
We treat all client information with the utmost confidentiality. Depending on the package selected, valuations are typically completed within 3 to 10 business days.
Please don’t hesitate to call us with any questions.
At Stonebridge, we are committed to professionalism, expertise, accuracy, reliability, timeliness, and independence—all while adhering to the highest professional standards and ethics. Our certified valuations are clear, well-reasoned, and based on thorough research, analysis, and sound methodology.
We treat all client information with the utmost confidentiality. Depending on the package selected, valuations are typically completed within 3 to 10 business days.
Please don’t hesitate to call us with any questions.
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.
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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.
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.