⬤ Business Valuation Services

Business Valuation Services
in New York

Business Valuation Services in
New York

When a board, a buyer, an investor, or the IRS asks what your company is worth, the answer has to hold. CountSure delivers independent, defensible valuations for New York businesses, CVA certified and prepared under Licensed US CPA supervision.

The moment you need a number you can defend

Most New York valuations start with a deadline, not curiosity. Here is where a defensible figure changes the outcome.

Raising capital

An investor wants your 409A before the term sheet

Venture and growth-stage rounds move fast. A defensible 409A lets you issue equity and close without a valuation question stalling the deal.

Selling or merging

You are negotiating a price and need leverage

Whether you are the buyer or the seller, an independent valuation gives you objective ground to negotiate from instead of a number someone can dispute.

Transferring ownership

You are gifting shares or planning your estate

Gift and estate filings invite IRS scrutiny. A supportable valuation protects the transfer and the people who depend on it.

Facing an audit

An auditor or examiner is asking how you got there

When the question comes, the answer is the documentation. Our reports are built to be read by the people most likely to challenge them.

Not sure which one applies to you yet?

Tell us what is coming up and we will point you to the right valuation, or tell you honestly if you do not need one.

Valuation Services We Offer

Eight focused services, each matched to a specific purpose, stage, and standard of value.

Startup Valuation

Defensible valuations for early-stage and venture-backed companies raising capital or issuing equity.

409A Valuation

IRS-compliant fair market value reports for common stock and employee equity grants.

Purchase Price Allocation

Allocation of acquisition consideration across tangible and intangible assets for reporting.

Portfolio Valuation

Audit-ready fair value marks for funds, GPs, and institutional investors.

Intangible Asset Valuation

Valuation of patents, trademarks, customer relationships, and other intangibles.

Merger & Acquisition Valuation

Transaction support and fairness analysis for buy-side and sell-side deals.

Gift & Estate Tax Valuation

IRS-compliant valuations for
wealth transfer, gifting, and estate planning.

Compliance Service Valuation

Ongoing valuation support to keep your business audit-ready and compliant.

A figure is only as good as what sits behind it

Anyone can produce a number. What makes it hold up is the evidence underneath, and that is where we spend our time.

A CountSure valuation looks past the headline financials to the things that actually move value for a New York business, then ties them together into one conclusion you can stand behind in front of an investor, a board, or an examiner

What you own and owe

A full read of the balance sheet and capital structure, not just the top-line numbers.

How you earn

Forward-looking analysis of cash flow, margins, and the durability of the earnings.

Where you can go

Realistic assessment of growth, scalability, and competitive position in your market.

What the market says

Benchmarking against comparable New York and national transactions and multiples.

Built to be defended, not just delivered

The real test of a valuation is the day someone pushes back on it. Ours are prepared for that day.

Documented to the last assumption

Each conclusion is traceable to its inputs, so the report survives audit, due diligence, and investor review.

IRS-aware preparation

Reports are prepared with IRS expectations in mind, giving you clean support for 409A, gift, estate, and transfer matters.

Recognized methodology

We apply established income, market, and asset-based approaches consistently, so the logic is transparent and repeatable.

Credentialed oversight

Led by Parth Shah, US CPA and Indian FCA. Our valuation practice is CVA certified through NACVA, and every engagement runs under Licensed US CPA supervision, with work credentialed under IBBI and ICAI on the India side.

Not the same thing as an asset appraisal

A common mix-up. Here is how a business valuation differs from appraising a single asset like real estate.

	Business Valuation	Asset Appraisal (e.g. Real Estate)
What's valued	The whole operating business — cash flow, intangibles, and where it is headed.	One physical asset, such as a building or a piece of office property.
How	Income (DCF), market (comparable San Diego transactions), and asset-based approaches.	Sales comparison, cost, and property-specific income approaches.
Result	A single fair market value for the equity or the enterprise.	An estimated value for the one property or tangible asset in question.

From first call to a report you can use

A clear path with no surprises, so you always know what is happening and what comes next.

We agree on the brief

We pin down the purpose, the standard of value, and the effective date, so the engagement is scoped correctly from day one.

You hand over the data

Financials, cap table, and the operational and legal documents we need, collected securely.

We read the market

We analyze Los Angeles trends, comparable transactions, and the benchmarks relevant to your sector.

We choose the approach

Income, market, or asset-based, whichever fits your situation, applied with documented reasoning.

We build and write it up

The model and a clear, standards-aligned report, complete with assumptions and support.

We stand behind it

We walk you through the findings and stay on call for boards, investors, auditors, and the IRS.

Industries We Serve in New York

Value drivers differ by sector. We tailor the analysis to how each of these New York industries actually makes money.

Financial Services & Asset Management

Banks, hedge funds, and private equity firms rely on audit-ready portfolio and fair value marks that hold up to regulators and LPs.

Technology & Venture-Backed Startups

Silicon Alley companies need defensible 409A valuations to issue equity and stay clean through every round.

Media, Advertising & Creative

Agencies and studios lean on intangible and brand valuations through acquisitions, restructurings, and ownership changes.

Real Estate & Development

Sponsors and developers need precise entity and asset valuations for partnership transfers, estates, and deals.

Healthcare & Life Sciences

Providers, biotech, and health startups require rigorous valuations for funding, estate planning, and transactions.

Professional Services

Law, consulting, and advisory firms value goodwill and earnings for partner buyouts, mergers, and succession.

What makes a New York valuation different

National method, local reality. These are the dynamics we factor in that a generic template would miss.

Real estate that dominates the balance sheet

Premium leases and property values across the five boroughs weigh on costs and net worth in ways that materially shift a conclusion of value.

A startup market that prices on potential

From Flatiron to DUMBO, venture-backed companies carry heavy intangible value and fast-moving rounds that demand investor-ready, defensible methodology.

Tax complexity stacked three deep

New York State and New York City regimes layer onto federal rules, and a credible valuation has to account for all of it.

Why Choose CountSure?

Plenty of firms can produce a valuation. Here is what you get when New York owners choose us to do it.

Independent, CPA-supervised

CVA certified through NACVA and run under Licensed US CPA supervision, so you get an impartial conclusion that holds up to investors, auditors, and the IRS.

One accountable lead

Your work is led by Parth Shah, US CPA, CVA, and Indian FCA, not handed off to a faceless team. You always know who stands behind the number.

A full-service partner

Valuation connects to our wider tax, accounting, and advisory work, so the conclusion fits the bigger picture instead of sitting in isolation.

Built for the New York market

We factor in the local realities, from dense real estate to layered NYC tax, that a generic, out-of-market template would miss.

The people who come to us in New York

How fast

1 to 2 weeks

is the typical draft turnaround for many standard valuations once we have your data. We confirm a firm timeline at the first call, and we offer expedited delivery when a transaction, round, or filing deadline is driving the clock.

Across New York and the metro area

We serve businesses throughout New York City and the surrounding region:

Frequently asked questions

What usually triggers a valuation for a New York business?

Most often it is a deal or a deadline: an M&A transaction, a funding round that requires a 409A, or an estate or gift filing. Strategic planning and lender requirements come up regularly too.

Does New York real estate change how my business is valued?

It can, significantly. In a high-cost market, property values and lease obligations affect the balance sheet and operating costs, so we account for those location-specific dynamics rather than treating them as an afterthought.

Will the report hold up to the IRS and to auditors?

That is the standard we build to. Reports are CVA certified and prepared under Licensed US CPA supervision using recognized methodology, with every assumption documented so the work withstands review.

How often should a New York startup refresh its 409A?

As a rule of thumb, once a year, or sooner after a material event such as a new round or a meaningful change in the business or market.

Can you value a company with operations outside the US?

Yes. With US CPA supervision and IBBI/ICAI-credentialed valuation expertise on the India side, we are set up for businesses with cross-border or multi-jurisdictional operations.

How long will it take?

For many standard valuations, a draft within a few weeks of receiving your data, with expedited options when a deadline is driving the timeline.

Who actually does the work?

Engagements are led by Parth Shah, US CPA, CVA, and Indian FCA. Our valuation practice is CVA (Certified Valuation Analyst) certified through NACVA, with US valuations performed under US CPA supervision and work credentialed under IBBI and ICAI on the India side.

Get Started

Put a number you can defend on your New York business

Bring us the deadline, the deal, or the filing. We will give you an independent, audit-ready valuation, prepared under Licensed US CPA supervision, that holds up when it counts.