409.ai

BACKGROUND

Please describe your company and position.

I am the Founder, Chairman of Weekly Accounting, Inc.

Describe what your company does in a single sentence.

Weekly Accounting provides World Class Fractional CFO Services for founder run small businesses with $1m to $50m in revenue.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 409.ai to accomplish?

• Complete a 409a valuation for a client
• Stay consistent with last years valuation
• Maintain the confidence of the board.

SOLUTION

How did you find 409.ai?

Referral

Why did you select 409.ai over others?

• High ratings
• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Complete a valuation of the company to set a legitimate strike price under 409A of the tax code.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Completed the valuation reducing the price by 80%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They provide a simple interface, efficient communication, and address all issues quickly.

What was your primary form of communication with 409.ai?

Email or Messaging App

What did you find most impressive or unique about this company?

I believe 409A valuations are a worthless tax on a small business.
By offering these valuations at the industry's lowest price, 409.AI makes this useless exercise less taxing :)

Are there any areas for improvement or something 409.ai could have done differently?

One little bug in the interface that they could fix but a quick email solved the problem in a few hours.

BACKGROUND

Please describe your company and position.

 I am the CEO of an other industries company 

Describe what your company does in a single sentence.

We provide AI revenue agents for enterprise

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 409.ai to accomplish?

• Complete our yearly 409a valuation

SOLUTION

How did you find 409.ai?

Other

Why did you select 409.ai over others?

Pricing fit our budget

How many teammates from 409.ai were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

They conducted a valuation based on our company's growth and esop options

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We received a high-quality, audit-defensible report within 48 hours

Describe their project management. Did they deliver items on time? How did they respond to your needs?

their team was responsive throughout the process. The report was professionally reviewed, clearly explained, and significantly more affordable than other 409A valuation providers we considered. We also appreciated being able to speak directly with a valuation professional when questions came up.

What was your primary form of communication with 409.ai?

Virtual Meeting

What did you find most impressive or unique about this company?

Low prices, great support

Are there any areas for improvement or something 409.ai could have done differently?

having a self-serve option would have been good