Why is an accurate valuation essential for success?
Whether you’re issuing equity to employees, preparing for a sale, or navigating a partnership dispute, knowing what your business is worth is critical. We provide defensible, detailed valuations that stand up to regulatory and investor scrutiny.
Comprehensive Valuation Expertise
409A Valuations
IRS-compliant equity valuations for issuing stock options to your employees and founders.
Exit Valuations
Detailed analysis to determine your company's market value ahead of a potential acquisition.
Intangible Asset Valuation
Professional appraisal of your brand, patents, and proprietary software technology.
Goodwill Analysis
Assessing the premium value of your business reputation and customer relationships.
Fairness Opinions
Independent valuations to ensure a transaction is fair to all stakeholders involved.
Dispute Resolution
Reliable valuations for legal proceedings, partner buyouts, or shareholder disagreements.
Estate & Gift Tax
Specialized valuations for tax planning and transferring ownership interests.
Purchase Price Allocation
Breaking down the value of acquired assets for accounting and tax purposes.
Get a Defensible Valuation of Your Business
Our Precision Valuation Process
We use multi-method approaches to ensure your valuation is robust and accurate. Our reports are designed to be clear and defensible to any outside party.
Data Intake
Gathering your historical financials, cap tables, and growth projections.
Market Analysis
Benchmarking your performance against competitors and recent industry transactions.
Modeling
Applying DCF, market multiples, and other GAAP-standard valuation methods.
Report Delivery
Providing a detailed valuation report and walking your board through the findings.
Expertise
Our valuation experts hold professional certifications and have completed thousands of valuations across diverse industries. We specialize in the complex equity structures common in venture-backed startups.
Valuations Built on Deep Expertise
Accuracy is paramount when it comes to valuations. Our results are used by top startups for IRS compliance, investor reporting, and high-stakes M&A negotiations. Trust the experts to value your vision.
Frequently Asked Questions
When is the best time to start working with an accounting/finance firm like Graphite?
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. The earlier you do so, the more money you will save in the long run and the cleaner your books will be for fundraising.
How much does it cost?
Our pricing structure is simple and fair. Engagements start at $1,250/mo and grow based on your goals. Because we act as a long-term partner, all of our engagements are custom-tailored to your specific needs.
Can you help us transition to Graphite?
Yes. Most of our clients come from other firms. Every client is staffed with a dedicated onboarding manager who handles the entire data migration and transition process so you don’t have to.
Who will be my point of contact?
Every client is assigned a dedicated team of two to four members. We define a main point of contact and offer communication via Slack instances and dedicated email aliases for your entire Graphite team.
What is the communication cadence like?
We speak with most of our clients on a regular basis—some daily, others via weekly or bi-weekly standing meetings. We operate just like an internal finance team would.
Do you provide tax filings as a stand alone service?
Yes, we do! We can quickly provide stand-alone pricing for your tax filings through our professional tax team.
What does your financial modeling and FP&A service include?
Our Tier 2 support is a fully managed, always-on FP&A service. It includes building your financial model, a real-time financial health dashboard, and strategic CFO support for fundraising and M&A.
What stage company is the best fit for Graphite?
We work with startups at every stage—from founders just starting out to growing companies with hundreds of employees. Our sweet spot is well-capitalized startups that have found product-market fit.
How does your pricing compare to a full-time person?
Fractional work is significantly more efficient. You only pay for the exact effort you need at that moment, without the overhead of benefits, downtime, or vacations associated with a full-time hire.
Do you handle sales tax?
Yes, we handle sales tax end-to-end. We can quickly get you custom pricing for these compliance services.
How long do clients work with Graphite on average?
Most of our clients are with us for years. We aren’t a ‘band-aid’ service; we are a long-term partner that scales with you through fundraising rounds, M&As, and exits.
What are your security protocols?
We have a dedicated internal security team and take data protection extremely seriously, following rigorous industry-standard security protocols.