● Business Valuation Services

Business Valuation Services
in San Jose, California

Raise a round, sell the company, hand equity to the next generation, or answer an examiner each one turns on a value someone else will test. CountSure delivers independent, defensible valuations for San Jose businesses, CVA certified and prepared under Licensed US CPA supervision.

● Why It Matters

The moment you need a number you can defend

Almost no one commissions a valuation out of curiosity – there is usually a date on the calendar. These are the moments a number that holds up actually changes what happens next.

Raising capital

A backer wants your 409A before the term sheet is signed

San Jose rounds do not wait around. A clean 409A means you can price options and close the raise without a valuation question becoming the thing that holds everyone up.

Selling or merging

A price is on the table and you need footing

Buyer or seller, sitting across from a number you cannot back is a weak place to be. An independent valuation hands you ground the other side cannot simply wave away.

Transferring ownership

Shares are moving to family or into an estate plan

The IRS reads gift and estate filings closely, and a soft number is where it starts pulling. A supportable valuation shields both the transfer and the people counting on it.

Facing an audit

An auditor or examiner wants to see your work

Once the question lands, the report has to answer it on its own. We write ours for exactly the reader most inclined to push back on the conclusion.

None of these quite fit your situation?

Walk us through what is coming up. We will steer you to the valuation that fits – or tell you plainly if you do not need one at all.

● What We Value

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.

● Inside the Report

A figure is only as good as what sits behind it

A number is easy. The proof under it is the hard part, and that is where most of our hours go.

For a San Jose business, we work past the headline financials to the drivers that actually set value, then pull them into one conclusion you can hold your ground on – whether the reader is a lender, a board, or an examiner.

What you own and owe

A full read of the balance sheet and cap structure - not just the numbers that sit at the top.

How you earn

A forward look at cash flow, margins, and whether the earnings are built to last.

Where you can go

A grounded take on growth, room to scale, and where you stand against the competition.

What the market says

Benchmarking against comparable San Jose and national transactions and the multiples they traded at.

● How We Get to a Number

Three ways to value a business - and the judgment to weight them

There is no one formula that fits every Fort Worth company. We begin with a simpler question – what really drives value here and then lean on the approach, or blend of approaches, the evidence actually supports.

Approach 01

Income Approach

Prices the business on the cash it is likely to throw off, discounting projected flows or capitalizing earnings back to present value. It carries most operating companies with steady, readable results and sits behind the bulk of 409A and M&A work because it pays attention to what a company earns, not just what shows up on its books.

Approach 02

Asset Approach

Works up from the balance sheet assets marked to fair value, liabilities netted out, landing on net asset value. It takes the lead for holding companies, real estate and asset heavy entities, and businesses whose earnings will not carry a going concern number. More often than not it establishes the floor: what the business is worth even when the cash flows run thin.

Approach 03

Market Approach

Ties value to what comparable companies and deals have genuinely sold for, pulling multiples from guideline public companies and private transaction data. It comes into its own where believable comparables exist and Fort Worth, with real aerospace, defense, and middle market deal flow, tends to supply the evidence this approach needs to rest a number on observed behavior rather than theory.

A number worth defending seldom leans on a single method. We run the approaches that fit your business, weight them against the facts, and reconcile them into one conclusion that stands up in front of an investor, a board, or the IRS.

● Why It Holds Up

Built to be defended, not just delivered

A valuation is really tested on the day someone decides to argue with it. Ours are built for that day, not the quiet ones before it.

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.

Recognized methodology

We apply the established income, market, and asset based approaches the same way every time, so the reasoning is transparent and anyone can follow it.

IRS-aware preparation

Every report is written with IRS expectations in view, giving you clean footing for 409A, gift, estate, and ownershi transfer matters.

Documented to the last assumption

Every conclusion traces back to the input it came from, so the report holds through audit, due diligence, and investor review.

Not the same thing as an asset appraisal

People run these two together all the time. Here is where valuing a business parts ways with appraising one asset, like a building.

	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 Jose 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 defined path with nothing hidden in it, so at every step you know where things stand and what is coming.

We set the brief together

We fix the purpose, the standard of value, and the effective date up front, so the engagement is scoped right from the first day.

You send the data over

Financials, the cap table, and the operating and legal documents we need – all collected through secure channels.

We read the market

We work through Charlotte trends, comparable deals, and the benchmarks that actually apply to your sector.

We settle on the approach

Income, market, or asset-based - whichever the facts call for - applied with the reasoning written down.

We build it and write it up

The model plus a clear, standards-aligned report, assumptions and supporting evidence included.

We stand behind it

We take you through the findings and stay reachable for boards, investors, auditors, and the IRS.

● Sector Fluency

Industries We Serve in San Jose

What sets value apart varies sector by sector. We shape each analysis around how these San Jose industries genuinely earn.

Semiconductors & Chip Design

The historic heart of Silicon Valley silicon, home to chip and EDA leaders and hundreds of fabless startups. Patents, licensing revenue, and equity grants all need valuations that survive audit and investor review.

Enterprise Software & SaaS

Anchored by names like Adobe, Cisco, and ServiceNow, these recurring revenue businesses are valued on ARR, retention, and growth for funding rounds, M&A, and equity compensation.

Venture Backed Startups

With more than 6,600 tech companies and one of the densest VC ecosystems on earth, San Jose startups need defensible 409A valuations to issue equity and stay clean through every round.

AI, Cloud & Cybersecurity

The fastest growing corner of the local economy, where value lives in IP, models, and forward pipeline. These high growth firms need valuations that read the intangibles the way an acquirer or examiner will.

Advanced Manufacturing & Hardware

From medical devices to servers and electronic components, these asset heavy producers need careful valuation of equipment, inventory, IP, and enterprise value for deals and transfers.

Clean & Climate Tech

A growing cluster in solar, battery storage, and energy efficiency, often pre revenue and IP driven. These companies need defensible valuations to grant equity and raise across successive rounds.

● Local Ground Truth

What makes a San Jose valuation different

The method is national; the ground it stands on is local. These are the San Jose specific dynamics a generic template quietly skips.

California does not follow the federal QSBS break

This is the trap that catches San Jose founders off guard. California does not conform to the federal QSBS exclusion under Section 1202, so a gain that is fully excluded on a federal return can still be taxed by the state as ordinary income at rates up to 13.3 percent. A valuation and exit plan built here has to price that state exposure in from the start, not discover it at closing.

An IP and equity economy, not a balance sheet one

San Jose value lives in patents, source code, chip designs, ARR, and forward pipeline far more than in hard assets. Pricing a semiconductor or software company here means reading the intangibles the way an examiner or acquirer will, which an asset first template quietly skips.

A venture-priced market with its own comparables

Silicon Valley sets its own benchmarks. Round pricing, preferred stock structures, and one of the densest pools of comparable transactions anywhere shape what a San Jose business is worth, and a defensible 409A or M&A number has to be built from that local deal evidence rather than generic national multiples.

● The CountSure Difference

Why Choose CountSure?

Any number of firms will hand you a valuation. Here is what changes when Charlotte owners pick us to prepare it.

Independent, CPA-supervised

CVA certified through NACVA and run under Licensed US CPA supervision - an impartial conclusion that stands up in front of investors, auditors, and the IRS.

One accountable lead

Parth Shah, US CPA, CVA, and Indian FCA, leads the work himself - it is not passed off down a chain. You always know exactly whose name is behind the number.

A full-service partner

The valuation ties into our broader tax, accounting, and advisory work, so the conclusion sits inside the bigger picture rather than off on its own.

Built for the San Diego market

We build in the local realities from a research driven life sciences base to a border and defense economy that a generic, out of market template would skate right past.

● Who We Work With

The people who come to us in San Jose

HOW FAST

1 to 2 weeks

is the usual draft turnaround on many standard valuations once your data is in. We lock a firm timeline on the first call, and when a deal, a round, or a filing deadline is setting the pace, we can move faster.

● Where We Work

Across San Jose and the metro area

We work with businesses throughout San Jose and the surrounding Santa Clara County and Silicon Valley region:

● Questions

Valuation questions San Jose owners ask us

What usually sends a San Jose business looking for a valuation?

Nine times out of ten there is a deal or a date behind it – an acquisition, a raise that needs a 409A, or a gift or estate filing. Bank financing and succession planning bring owners in just as often.

Does California's tax treatment change how my exit gets valued?

It shapes the after-tax picture more than the enterprise value itself. California does not conform to the federal QSBS exclusion, so a gain that is fully excluded on your federal return can still be taxed by the state as ordinary income at rates up to 13.3 percent. We build valuations that hold up, and we flag the state tax exposure so it is not a surprise at closing.

Will the report survive the IRS and outside auditors?

That is exactly the bar we write to. Reports are CVA certified, prepared under Licensed US CPA supervision using recognized methodology, with every assumption documented so the work holds up when it is reviewed.

How often should a San Jose startup refresh its 409A?

The working rule is once every twelve months – or sooner if something material happens, like a new round or a real shift in the business or its market.

What is the turnaround?

On many standard valuations, a draft lands within a few weeks of your data arriving and we can compress that when a deadline is setting the pace.

Who actually does the work?

Parth Shah, US CPA and Indian FCA, leads every engagement. 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 San Jose business

Bring us the deadline, the deal, or the filing and we will hand back an independent, audit-ready valuation, prepared under Licensed US CPA supervision, that holds when it actually matters.

Business Valuation Services in San Jose, California