Preferred Return

Partner Category: Valuation

Preferred Return

Preferred Return provides valuation compliance, valuation advisory, and financial modeling services to a diverse set of investors and companies.  By augmenting decades of experience with our modern technology, we provide audit-proof, high-quality services whenever they’re needed, and deliver reports in days, not weeks.  We provide our 409A valuation services (valuation of private stock granted as compensation) in compliance with IRS section 409A and provide portfolio valuation reporting in compliance with ASC 820.

Contact Info:

View Website

Get Started!

We know you have choices when it comes to managing your equity. But we offer the most comprehensive way to manage your stock plan, stay current with your cap table, handle your financial reporting and provide the right tools to your employees (and investors) via the Astrella App so they can go on and see their information and do some planning.