I am looking to engage an outside firm for a 409A valuation for a client and would like to get feedback from those members who have used CapShare, eShares or Preferred Return in the past. Previously I have utilized the services of the standard firms that do this type of work but do like the option for a lower cost option that also offers Cap Table management.
Any feedback anyone is able to offer is most appreciated.
I have used both EShares and CapShare, and find CapShare easier to use and less expensive, so prefer that. Although both are excellent for managing cap tables. You might find this link useful in costing out 409a providers. https://www.capshare.com/409a-valuation-report The price of these things is all over the board, but there is little value from my experience in paying any more than you have to.