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Eqvista 409a Valuation Reviews & Provider Details

Robert B.
RB
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

The service and support from the Eqvista team in preparing and finalizing a report that is compliant with industry and tax expectations. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

No downside that I experienced at this time. I expect to see some as we expand our needs however no more than what others will experience. Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

Cost effective 409a valuations for a startup that has limited capital or is self funded by Founders. Review collected by and hosted on G2.com.

Eqvista 409a Valuation Overview

What is Eqvista 409a Valuation?

Eqvista is a nationally recognized expert in offering 409A valuations for a wide range of companies of every size, industry, and stage. A startup begins with an idea, and with hard work and determination, take steps to grow and become a functioning company. Each of these steps means that the company has reached a new value and stage of growth. For each company stage, 409A valuation providers like Eqvista can help you get your company’s value. We are NACVA certified and have a team of highly experienced specialists that handle each case dedicatedly. Our team has the needed certifications, knowledge, and experience to give you the best and most accurate valuation report. Clients come to us when they need high-quality appraisal and business valuation services that are accurate and offer safe harbor status. Eqvista has performed business valuations for many companies in various sectors and industries. Our specialized team uses the best methodologies and has a proven approach to get your company’s valuation. It works for all business structures, including sole proprietorships, partnerships, LLCs, S corporations, and C corporations. Why Choose Eqvista for 409a Valuations? - Unlimited 409A valuations for 12 months with no extra charges - Highly-trained and experienced team of analysts - NACVA certified valuation team that provides you support throughout the process - Worked with a multitude of companies across various sectors and industries - Affordable pricing for high-quality valuation reports Eqvista is one of the leading providers of 409A valuation services and we are more than happy to assist you and your company. For more contact us: Email: info@eqvista.com Phone: (415) 375-4963

Eqvista 409a Valuation Details
Languages Supported
English
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Provider Description

Get your company’s valuation performed by Eqvista, one of the leading 409A valuations providers.


Seller Details
Seller
Eqvista
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@eqvista
344 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®

Sarath C.
SC
Overview Provided by:
Digital Strategist & Growth Consultant at IncParadise & Eqvista

Recent Eqvista 409a Valuation Reviews

Verified User
G
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Fantastic 409a service, great team, highly recommend"
The Eqvista team (shoutouts to Brayton and Jeff especially!) was super helpful, fast at responding, and very knowledgeable. They were a pleasure to...
Verified User
E
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Great experience"
Personal service with a professional output
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Fast response on expedited 409A valuation, great access to analyst"
Response time on expedited valuation. Pricing is extremely competitive. We felt we got a very good value.

Eqvista 409a Valuation Media

Eqvista 409a Valuation Demo - 409a Valuation Service
Our valuation experts will handle your 409A valuation in an effective and audit ready way. Your valuation will be seamless.
Eqvista 409a Valuation Demo - Get your company’s valuation performed by Eqvista, one of the leading 409A valuations providers.
All clients will be given unlimited 409A valuations for 12 months performed by NACVA certified valuation analysts.
Answer a few questions to help the Eqvista 409a Valuation community
Have you used Eqvista 409a Valuation before?
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53 out of 54 Total Reviews for Eqvista 409a Valuation

5.0 out of 5
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Overall Review Sentiment for Eqvista 409a ValuationQuestion

Communication
0 (Worst)
10 (Best)
Responsiveness
0 (Worst)
10 (Best)
Execution Ability
0 (Worst)
10 (Best)
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G2 reviews are authentic and verified.
Verified User in Information Technology and Services
CI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Response time on expedited valuation. Pricing is extremely competitive. We felt we got a very good value. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

Minor issue: detailed communication was a little "in the weeds". It helps you to keep up with the valuation analyst if you have some finance in your background / experience. We had no issue, but someone without a finance background might struggle a bit. Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

Consider the value of the complete solution. Eqvista has a very compelling package including cap table and many other reporting / task automation services. Pricing is very, very competitive. Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

We needed a 409A valuation done on a very tight timeline. We explained the situation and Eqvista was very, very responsive. Got a draft valuation 1 business day after submitting the requested content. Got a debrief meeting with analyst the same day draft report was delivered. Got a final copy of the valuation report the next day. Less than three business days from start to finish. Discussion with valuation analyst was collaborative and informative. Review collected by and hosted on G2.com.

Rebecca-Kay F.
RF
Founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

They've been very responsive, quick turnaround times whilst still ensuring nothing is missed and everything is perfectly executed. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

Literally nothing, I can not fault them, they were amazing. I'll be praising them and using them from here on out, they've got me as a lifetime customer! Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

Do it, before going to anyone else, be very careful, I was stung by an alternative that did an awful job, no preparation, quick turnaround but they gave me a valuation that was not only extremely inaccurate but the team themselves were rude also. Eqvista is the hero I needed after the nightmare of my last 'valuation'. Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

I used Eqvista for my 409A valuation, I'm at a pre-revenue stage so it makes things more complicated, but they were extremely thorough, very professional, friendly and they far exceeded expectations! Review collected by and hosted on G2.com.

Verified User in Food & Beverages
GF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

The Eqvista team (shoutouts to Brayton and Jeff especially!) was super helpful, fast at responding, and very knowledgeable. They were a pleasure to work with and replied promptly to any questions that arose. Their turn around time was very fast and they were accomodating to a few changes from our end throughout the valuation process. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

Nothing to comment here, the team and service were exceptional. Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

We looked around at a few options but they all seemed more involved. Eqvista was straight forward, clear pricing, and fast moving. Highly recommend - 10/10! Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

We needed a quick turn 409a valuation to finalize option documents for team members. We were not sure where to start but Review collected by and hosted on G2.com.

Verified User in Computer Games
EC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Good customer service and communication. Whenever we reached out or needed assistance, we could rely on them. Especially nice was the no-hassle refund we received when we noticed a discrepency with billing. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

The Enterprise account management situation was not very good. We had no where to login and track our account status and/or billing status in regards to the Enterprise subscription. We had to contact a person to find out anything about the subscription. Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

Straightforward valuation service with good customer service. If you need easy to use subscription management, you may want to consider using a different service. Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

We needed a 409a valuation and we were already using a captable management service from them so it made sense to use them for this. Review collected by and hosted on G2.com.

Keith L.
KL
Founder and CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Their service was excellent- I wasn't just a project, I was a client they were serving. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

I have nothing but positive things to say! Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

They specialize in 409a valuations so have this process dialed-in! I will be using them for all of our periodic 409as. Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

We needed a 409a for stock options, and Eqvista performed this with with a high degree of professionalism, communicated well, and were very prompt. Review collected by and hosted on G2.com.

Ben L.
BL
Co-Founder/CTO
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Reliable data, prompt customer service. They got our vision very fast and help us achieve it with valuation provided Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

Haven`t found any dislike in Eqvista yet. Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

I will recommend them to everyone. Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

The 409a valuation Eqvista provided is of great value with has landed our company alot of deals and investments Review collected by and hosted on G2.com.

Evgeniy A.
EA
Chief Technology Officer / Founder at Cleveroad
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Their communication, project management and the way they worked. It was one of the best time we had with them while working with the project. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

Nothing major we found. They were outstanding. Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

Top Rated Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

We want more investors in our company so we have to get valuation from Eqvista that will reflect our business. Review collected by and hosted on G2.com.

AK
Chief Executive Officer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Their ability to help solve issues I was facing with ESOP program Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

Eqvista has done good for me so I have no hate on them Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

I promis you will enjoy working with Eqvista Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

I have been facing issues setting up ESOP program for my employees in US, Eqvista provided 409a valuation and the issue was solved. Review collected by and hosted on G2.com.

Julian M.
JM
CEO/Founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Great customer service. They always responded quickly and professionally. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

I don't know anything they could have done better. Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

i support Eqvista Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

409a valuation for our head company within the fastest hours Review collected by and hosted on G2.com.

Gunnar S.
GS
COO
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Eqvista 409a Valuation?

Friendly, responsive team that delivers great work/value quickly. Review collected by and hosted on G2.com.

What do you dislike about Eqvista 409a Valuation?

I can`t think of any improvement/ dislike as far as I'm concerned Review collected by and hosted on G2.com.

Recommendations to others considering Eqvista 409a Valuation:

Eqvista is very responsive and keeps things moving in a timely fashion Review collected by and hosted on G2.com.

What problems is Eqvista 409a Valuation solving and how is that benefiting you?

409a valuation project included securing a validated fair market value for our common stock, ensuring compliance with IRS regulations, enabling accurate equity compensation decisions, and providing transparency for our employees. Review collected by and hosted on G2.com.