Transaction Capital LLC

BACKGROUND

Introduce your business and what you do there.

I’m the managing director of an investment management firm specializing in values-led investing. We help clients build disciplined portfolios that align with their impact goals. We also provide services such as impact strategy, measurement, and portfolio construction.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

Our client needed to transfer a non-voting 22% minority membership interest in an operating regional logistics LLC into an irrevocable family trust before the year-end tax statutory deadlines. We needed an independent appraisal that could reliably withstand IRS scrutiny on Form 709.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC performed a detailed fair market value appraisal combining capitalization of earnings and guideline company approaches. They also established empirical discounts for lack of marketability (DLOM) and lack of control (DLOC). The team delivered a written appraisal report.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them on Clutch. We chose them because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together in April 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Transaction Capital LLC defended a 26% DLOM and an 11% DLOC based on empirical restricted stock studies and pre-IPO transaction data. The comprehensive 58-page appraisal gave our estate attorneys full confidence to submit the gift tax return well ahead of the IRS deadline, protecting our client against arbitrary tax adjustments.Defending a 26% marketability discount (DLOM) and 11% minority discount (DLOC) significantly lowered the taxable gift valuation basis, shielding the client from potential IRS audit revaluations and undervaluation penalties. The IRS accepted the return as filed with no inquiries, audit notices, or challenges. The thorough documentation satisfied the IRS adequate disclosure requirements to start the standard statutory limitations period cleanly.

How did Transaction Capital LLC perform from a project management standpoint?

They handled sensitive financial disclosures with absolute discretion. They also stuck strictly to the timeline in the engagement letter and met all target dates. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their citations and court-tested precedents were impressive. Rather than relying on generic discount percentages, every deduction was backed by published academic and market databases.

Are there any areas they could improve?

No, they delivered high-caliber work completely in line with our budget.

BACKGROUND

Introduce your business and what you do there.

I’m the CFO of Nevados Solar, an energy company. We’re transforming utility-scale PV deployment with our tracking solutions and partnership approach. Our mission is to pioneer sustainable solar solutions to preserve the earth for today and tomorrow.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

We had built a solid portfolio of renewable energy assets over the years, including solar installations, wind projects, and long-term energy supply contracts. However, valuing all of them accurately in one place had become a real headache. We needed a proper portfolio valuation to support our next capital raise and give our investors a clear and honest picture of where we stood.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC provided portfolio valuation services. They got into the detail of each asset individually before looking at the portfolio as a whole. They understood the difference between operational assets generating steady returns and projects still in development, and they valued each one accordingly. The final report was thorough, clearly laid out, and backed up with assumptions that our finance and legal teams could follow without needing to ask a dozen follow-up questions.The report covered individual asset valuations for each project, a clear breakdown of key assumptions, risk factors specific to our sector, and financial projections under different market scenarios.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them on Clutch. We chose them because they had high ratings, and their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from October 2025–February 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our investors went through the report and came back satisfied, which isn’t always a given in this space. The capital raise conversation moved forward much more smoothly than our previous round, and we finally had a shared internal view of which assets were performing well and which ones needed attention. That clarity alone changed how our leadership team made decisions going forward.We closed the capital raise at a higher valuation than our previous round, and two internal asset decisions that had been sitting on the table for months were signed off within weeks of the report landing. Investor questions dropped significantly compared to previous rounds, and decisions that used to take weeks were being made in days. The whole team noticed the difference pretty quickly.

How did Transaction Capital LLC perform from a project management standpoint?

They had a clear timeline, gave us consistent updates, and had fast responses whenever we needed something clarified. They handled a fairly complex brief without making it feel complicated on our end, which was exactly what we wanted from an external partner. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Their understanding of renewable energy asset valuation was genuinely impressive. Things like feed-in tariffs, power purchase agreements, and how regulatory changes affect long-term asset values aren’t things every valuation provider picks up on quickly. Transaction Capital LLC came in already knowing the right questions to ask, which made the whole process feel very efficient.

Are there any areas they could improve?

A scenario modeling tool for stress testing assets under different market conditions would be a fantastic addition for clients in our sector. A clearer document checklist at the start would also help speed up the early stages. These were small suggestions, though, as the core work was delivered to a very high standard.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Young Farts RV Parts, an online retailer for new and used RV parts. We offer a wide selection, exclusive deals, and support for RV owners, service shops, and dealers through our dealer program and Near Me RV platform.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

I had been running my RV parts business for years but never really knew what it was worth on paper. Conversations about the future of the business kept coming up, and I needed a proper number to work with, not a guess.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC provided business valuation services. They didn’t just look at my books and call it done. They actually wanted to know how my shop ran day to day, how customers found us, what kept them coming back, and what made us different in a pretty niche market. The report they put together was straightforward enough that I could read it cover to cover without scratching my head. It included the business valuation and recommendations for my business.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

I found them on Clutch. They had high ratings, and their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from January–February 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Walking into any business conversation after the project felt completely different. I finally had a real number to stand behind. I made some decisions about the direction of the business that I had been sitting on for a while, and the valuation gave me the confidence to commit to them. People I spoke to about the future of the shop took the conversations a lot more seriously once I had proper documentation to share.

How did Transaction Capital LLC perform from a project management standpoint?

They were easy to deal with from start to finish. There was no chasing, confusion, or waiting days for a reply. They respected that I was a one-man show with a lot on my plate and worked around that without making me feel like I was slowing things down.

What did you find most impressive about them?

Transaction Capital LLC treated my little RV parts shop with the same level of care I imagine they give much bigger clients. Nobody made me feel like my business was too small or too niche to take seriously. They asked smart questions, paid attention to the answers, and delivered something that genuinely reflected what I had built over the years.

Are there any areas they could improve?

A simple preparation guide at the start would help small business owners know exactly what to dig out before kicking things off. An easy way to check in on progress during the process would also be a handy addition. These are small things, though. The overall experience was a lot better than I expected going in.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of Waystone, a company that provides governance, administration, risk, and compliance services to the asset management industry. We support institutional investors, funds, and asset managers in building and protecting investment structures worldwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

We needed a 409A valuation that could hold up under real scrutiny and a partner who understood what that means inside a large and complex financial services organization.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC handled the entire 409A valuation process. They came in and got up to speed on our business quickly, including fee structures, fund management operations, ownership complexity across multiple entities, and the regulatory landscape we operate in every day. Nothing felt surface level.Transaction Capital LLC delivered a thorough audit-ready 409A valuation report, a practical compliance roadmap, option grant templates our HR and legal teams could use independently, and a proactive schedule for keeping everything current as we continue to grow.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them on Clutch. We chose them because they had high ratings, and their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from January–February 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Transaction Capital LLC’s report was reviewed by our auditors and legal counsel and passed without a single revision or follow-up question, which we didn’t take for granted. We rolled out equity across a large portion of our workforce with full confidence. Several senior-level hires specifically mentioned our equity structure during negotiations as a factor in their decision. Our year-end financial review closed cleanly with nothing raised around the valuation.Our internal finance team mentioned unprompted how clean and well-put-together Transaction Capital LLC’s report was compared to work we had received from other providers before. A couple of board members said the same thing during their review. Our HR team also felt genuinely well-supported throughout the rollout, which honestly didn’t always happen with external providers on something this compliance-heavy.

How did Transaction Capital LLC perform from a project management standpoint?

As COO, I have high standards around how external engagements are run, and Transaction Capital LLC met every one of them. They had a clear timeline from day one, consistent communication without it feeling excessive, and a fast turnaround on every question we sent their way. We mainly communicated through virtual meetings, emails, and messaging apps. Transaction Capital LLC handled coordination across our finance, legal, and HR teams without any friction. They also flagged our next valuation cycle proactively before we even thought to bring it up.

What did you find most impressive about them?

Honestly, it was how prepared they were before the first proper conversation even started. Walking into a financial services organization of our complexity and knowing the right questions to ask from day one wasn’t something every provider could do. Transaction Capital LLC understood fund structures, multi-entity ownership, and the weight of compliance in our industry without needing a lengthy briefing. That level of preparation showed throughout the entire engagement.

Are there any areas they could improve?

For an organization of our size, a dedicated client portal to manage documents, track milestones, and coordinate across internal teams would make the process even smoother.

BACKGROUND

Introduce your business and what you do there.

I’m the head of growth at Devika, a software development agency that helps startups and organizations turn ideas into digital products. We offer end-to-end services in app development, design, business advisory, and venture capital across web, mobile, and emerging technologies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

People were asking about investing in us, but we had no solid number to point to. We needed to know our company's actual worth through a proper analysis.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC provided us with a valuation and financial analysis. They didn't jump straight into the numbers. They actually wanted to understand how we make money, where we're trying to go, and what makes us stand out before writing anything. The report they handed back felt like it was genuinely written about us. It was clear, easy to read, and something we could keep using as the business grows.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them on Clutch. They had high ratings, and their pricing fit our budget.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from March-April 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Two investors who had been sitting on the fence came back to the table pretty quickly once we shared the report. Our internal conversations around pricing and where to double down on growth became a lot sharper. Honestly, the biggest win was that our whole team finally had the same answer when someone asked what our company was worth.Within a month of seeing the report, we made three clear pricing decisions that we'd been putting off for months. One of these investor conversations turned into a committed funding discussion, and the pricing changes we made off the back of the report led to a noticeable bump in our monthly revenue within the first couple of months. We saw roughly a 20% increase in monthly revenue, and the funding discussion we're currently in is the most serious one we've had since starting the business.

How did Transaction Capital LLC perform from a project management standpoint?

They just got on with it quietly and professionally. We never needed to follow up or remind them about anything. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Early-stage tech valuations aren't straightforward, and a lot of providers treat them like any other business. They understood product-led growth, what investors look for at our stage, and how to tell a story with numbers. That made a real difference in the final output.

BACKGROUND

Introduce your business and what you do there.

I'm the VP at a human-centered experience design firm that partners with organizations to deliver immersive learning programs and strategic planning sessions, helping clients drive impact through innovative leadership and experiential solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Transaction Capital LLC?

We had people asking about investing in our firm, but we had no idea what to tell them when they asked what we were worth.

SOLUTION

What was the scope of their involvement?

They took the time to really understand how our consulting business works, who our clients are, how we keep them coming back, and what makes us different. The report they put together felt specific to us, not just a generic set of numbers. The deliverables included a business valuation and financial analysis.

How did you find Transaction Capital LLC?

We found them through the Clutch site.

Why did you select Transaction Capital LLC over others?

We chose them because of their high ratings, pricing that fit our budget, and the good value for cost they offered.

What is the status of this engagement?

The project started and ended in May 2026.

How much have you invested with them?

We spent less than $10,000 on this project.

How many teammates from Transaction Capital LLC were assigned to your project?

There were 2-5 people from their team involved in our project.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Once we had the report, things started moving with investors. One investor who had been undecided came back to us after seeing the report. As a direct result, we secured new investments totaling approximately $500,000.

What was your primary form of communication with Transaction Capital LLC?

We primarily communicated through virtual meetings and email or messaging apps.

How did Transaction Capital LLC perform from a project management standpoint?

They were easy to deal with throughout the process. There was no chasing, no waiting around, and no confusing emails. If something was complex, they explained it in plain, everyday language until it made sense. That made a big difference for us.

What did you find most impressive about them?

They made us feel like our small firm actually mattered to them. They were not rushing to get through our project and move on.

Are there any areas they could improve?

A little heads up at the start on what documents to pull together would have saved us some running around early on. It was just a small thing, nothing serious.

BACKGROUND

Introduce your business and what you do there.

I am the Director at Altis Technology. We are one of Canada's largest independent recruitment firms dedicated to placing IT professionals in contract and permanent roles. We represent specialized talent across disciplines.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish for Altis Technology?

We had not dealt with a 409A before, so we needed someone to manage it for us.

SOLUTION

Can you describe the scope of work Transaction Capital LLC handled for this project? Please include the main deliverables if you can.

They took time to understand how our staffing business makes money before starting anything. They delivered a clean valuation report, a simple compliance checklist, easy-to-use templates, and even booked our next valuation for us without being asked. They handled everything, including compliance guidance, documentation, option grant templates, and the compliance checklist. We barely had to lift a finger.

How did you find Transaction Capital LLC?

I found them through the Clutch site.

Why did you choose Transaction Capital LLC over other options you considered?

We chose them because of their high ratings and pricing that fit our budget.

When did your project with Transaction Capital LLC start and end?

The project started and ended in June 2026.

Roughly how much money have you spent on this project with Transaction Capital LLC?

We spent less than $10,000.

How many teammates from Transaction Capital LLC were assigned to your project?

There were 2-5 people assigned to our project.

RESULTS & FEEDBACK

What were the measurable outcomes from your project with Transaction Capital LLC that showed progress or success?

We did not track formal KPIs, but we kept our best people and two new hires told us directly that our equity package was the reason they chose us.

What was your primary form of communication with Transaction Capital LLC during the project?

Our primary form of communication was virtual meetings.

How would you describe Transaction Capital LLC’s project management? Did they deliver on time?

They finished early and were always quick to reply. Whenever I had a question, I received a clear answer the same day. They even reminded us about our next valuation before we thought to ask.

What did you find most impressive or unique about working with Transaction Capital LLC?

They understood the staffing industry without us having to explain everything. They just got it, and it showed in the report they put together for us.

Is there anything Transaction Capital LLC could have done better or differently during the project?

A simple way to check progress online would be helpful.

BACKGROUND

Introduce your business and what you do there.

I’m the operations head of Walker Logistics, a family-owned UK and European logistics provider offering tailored warehousing, fulfillment, distribution, and supply chain solutions for businesses, focusing on personalized service and operational efficiency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish for Walker Logistics Limited?

We needed help with our first 409A valuation to ensure everything was compliant before rolling out stock options to the team.

SOLUTION

What was the scope of their involvement?

Transaction Capital LLC got a real feel for how our business operates, including contract structures, fleet assets, and revenue streams, before putting anything together. They delivered an audit-ready 409A valuation report, a compliance checklist built around logistics operations, ready-to-use option grant templates, and proactive scheduling for our next valuation cycle.

What is the team composition?

We worked with 2–5 teammates from Transaction Capital LLC.

How did you come to work with Transaction Capital LLC?

We found them through an online search. They had high ratings, their pricing fit our budget, and they offered good value for the cost. Additionally, someone referred them to me.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together in May 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Transaction Capital LLC delivered a valuation approved by auditors with zero revisions. Thanks to their work, we rolled out stock options to 200+ team members with full compliance, achieving an 83% employee participation rate within the first two weeks. Additionally, two senior managers cited our equity setup as a key reason for joining.Moreover, what used to take our HR team hours of back and forth communication was cut down significantly once we had Transaction Capital LLC's templates and checklist in hand. We also cut our internal equity paperwork time by nearly half.

How did Transaction Capital LLC perform from a project management standpoint?

Transaction Capital LLC's project management was really good. They set a clear timeline from day one and stuck to it. We communicated via virtual meetings, emails, and messaging apps. The team answered our questions the same day and flagged our next valuation date without us having to ask, which was a genuine time saver during a busy period for our team.

What did you find most impressive or unique about them?

I was impressed by how well they understood logistics without needing a long explanation from our end.

Are there any areas they could improve?

A simple onboarding checklist at the start and a live progress dashboard would be helpful.

BACKGROUND

Please describe your company and position.

I am the CFO & Finance Director of Datastar

Describe what your company does in a single sentence.

#SomosDatastar, integradores de tecnología con +25 años de experiencia, dedicados a ayudar a nuestros clientes a crecer y mejorar sus negocios. Ofrecemos soluciones tecnológicas a medida y servicios de consultoría integral, gestionando cada etapa del proyecto, desde la planificación hasta el soporte continuo. Nuestro equipo se distingue por su transparencia y honestidad, gestionando proyectos con responsabilidad y agilidad, respaldados por partnerships con líderes tecnológicos como HPE, Oracle, Dell, y Huawei.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We hired Transaction Capital LLC to do a 409A valuation for our IT Company. We needed a report that follows IRS rules so we could set fair price for employee stock options.

SOLUTION

How did you find Transaction Capital LLC?

• Online Search
• Clutch Site

Why did you select Transaction Capital LLC over others?

• High ratings
• Pricing fit our budget

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

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

They looked at our statements, cap table, stock plan and how our business works. They asked us questions about our revenue, custoemrs, growth plans and risks. After that Transaction Capital LLC built a valuation model wrote down their assumptions and gave us a 409A report. In the end we got the report the supporting documents and a shorter summary for our board.

RESULTS & FEEDBACK

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

We got the 409A report on time. Our board approved it with no changes needed. Our legal team confirmed it met IRS rules so we were able to issue stock options based on that valuation. It also gave us a picture of what our company is worth which will help us plan future stock grants too.

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

The team was well organized. Kept us updated regularly. They stuck to the timeline we agreed on. Whenever we had questions or needed changes Transaction Capital LLC replied fast and were happy to help. The only delay was on our end while we gathered documents. They stayed flexible about it.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

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

What we liked most is that Transaction Capitall LLC explain thing in easiet way. No confusing terms. They took time to understand everything and made sure we understood what was driving the valuation. It felt like working with partners not just hiring a vendor.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

At the start we were not sure exactly which documents to prepare. We had to ask Transaction Capital LLC a few times. A simple checklist or guide at the beginning would make things easier. Save time for everyone.

BACKGROUND

Please describe your company and position.

I am the Finance Director of a real estate investment company.

Describe what your company does in a single sentence.

An investment manager with over 35 years’ experience successfully investing in direct UK real estate alongside and on behalf of international high net worth investors and family offices.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transaction Capital LLC to accomplish?

• We needed our contributed assets properly valued before folding everything into a new C-Corp. Getting the Section 351 piece wrong meant a taxable event at incorporation something we really couldn't afford to mess up.

SOLUTION

How did you find Transaction Capital LLC?

Online Search

Why did you select Transaction Capital LLC over others?

Pricing fit our budget

How many teammates from Transaction Capital LLC were assigned to this project?

2-5 Employees

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

TXN Capital came in and reviewed our financial records, the assets being contributed which included proprietary software, existing client contracts, and a registered trademark and our projected revenue model. They applied a combination of the Cost-to-Recreate mtehod for the early-stage tech components and a Relief-form-Royalty apporach for the brand asset. 

Key deliverables included a full fair market value report aligned with USPAP standards, a methodology summary our legal team could reference in the IRS Form 926 documentation, and a clear breakdown of assumptions that our CPA could trace through the numbers. Everything was written in easy way, not just spreadsheet outputs.

RESULTS & FEEDBACK

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

Our attorney used the valuation report directly to complete the Section 351 paperwork without needing any supplementary analysis. Our CPA confirmed the report me the documentation standards required for the tax-defered incorporation to hold. We set our initial equity split based on the values assigned, and when we later had an investor review our cap table during a seed round conversation, they raised no concerns about how the founding equity was structured. The whole incorporation closed cleanly and on schedule.

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

They were organised and responsive throughout. After our initial call, they sent a clear list of what they needed and stayed in touch as we gathered documents. Turnaround on the draft report was within the window they promised around 4 business days. When our attorney came back with a couple of clarifying questions about the methodology, TXN Capital responded the same day with written answers that went directly into our legal file. No chasing, no delays. It felt like working with a team that actually respected our timeline.

What was your primary form of communication with Transaction Capital LLC?

• Virtual Meeting
• Email or Messaging App

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

They didn't treat this as a checkbox exercise. A lot of valuation firms will hand you a report that technically satisfies a requirement but doesn't actually reflect how your business works. TXN Capital took the time to understand what each asset contributed o the company's future value not just what it cost to build. That distinction matters enormously for a Section 351 valuation where the IRS will scrutinize whether the number tell a coherent story. Their credentials (ABV®, ASA, CVA®, MRICS) also gave our legal and accounting team immediate confidence in the sign-off.

Are there any areas for improvement or something Transaction Capital LLC could have done differently?

A slightly more structed onboarding experience would help-specifically, a single reference document at the start that outlines exactly which files to prepare and in what format. We figured it out quickly, but first timers to a Section 351 transaction might feel a bit uncertain about what to pull together before that first call. It's a small gap in an otherwise smooth process. The actual work and the final report were exactly what we needed.