ESOP Valuation for a Digital Travel Services Platform
Background: The client had recently closed a Series D funding round and was preparing for year-end financial reporting and upcoming stock option grants. As a fast-growing company operating in a highly seasonal industry, time and budget were critical constraints. They needed a defensible 409A valuation, fast—and without compromising audit readiness.
Challenge: Tight 2-week deadline, limited client bandwidth, budget constraints
Our Approach
Pre-Planning Discussions
Aligned on timelines with the CFO and audit team. Agreed upon valuation methodology and data requirements.
Task Allocation
Minimized strain on the client and leveraged existing data from recent round.
Proactive Communication
Maintained bi-weekly communication with the client and audit team
Efficiency Without Compromise
Leveraged existing templates and experience in travel tech.
Results
- Delivery Time: Final report delivered in 12 days from project kickoff, 2 days earlier than planned
- Audit Outcome: The valuation was reviewed by a national audit firm and their valuation experts. The report passed without any adjustments after a single review.
- Client Impact: The company was able to finalize year-end reporting, and issue stock options on schedule, with full confidence in compliance.