Sample Artifacts

Proof of work.

Anonymized samples showing what audit-ready actually looks like. These are representative excerpts from actual client deliverables.

Sample Deliverables

Representative previews of our deliverable structure and documentation standard — one for each engagement type we serve. Request a full anonymized sample for your engagement type below.

IRC §409A VALUATION
Common Stock FMV: $X.XX / share
Method: Market / Income Approach
OPM Allocation — Backsolve
Safe harbor compliant...
22-section audit binder...
Sensitivity analysis...
409A Valuation — IRC §409A

Common stock fair market value with full OPM/PWERM equity allocation, backsolve calibration, and a 22-section IRC §409A audit binder. Board-ready.

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ASC 718 — EQUITY AWARD FV
Grant Date [Date]
Model Black-Scholes
Expected Term X.X yrs
FV per Option $X.XX
ASC 718 Equity Compensation

Grant-date fair value for stock options and RSUs — Black-Scholes / binomial, expected term analysis, volatility documentation, and board-ready memo under ASC 718 / IFRS 2.

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ASC 820 PORTFOLIO MARK
Portfolio Co: [Redacted]
Valuation Date: Q4 20XX
Level 3 FV $XX.Xm
Method Market / Income
LP-Defensible ✓ Exhibit I-1
ASC 820 Portfolio Mark (PE Fund)

Quarterly Level 3 portfolio valuation with LP-auditor-defensible documentation. Quarter-over-quarter consistency framework and period-over-period bridge included.

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EXHIBIT A-1 — PPA
Intangible Asset Summary
Customer Relationships $XXX
Developed Technology $XXX
Trade Name $XXX
M&A / Purchase Price Allocation (ASC 805)

Complete intangible asset identification, useful life analysis, and audit-ready PPA exhibits for post-acquisition financial statement compliance under ASC 805.

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ERISA §3(18) OPINION
Plan: [Redacted] ESOP
Valuation Date: [Annual]
FMV per share: $XX.XX
DOL-defensible method...
Trustee-ready binder...
ERISA / ESOP Valuation

ERISA §3(18) independent valuation for annual plan compliance and ESOP transactions. DOL-defensible methodology, adequate consideration determination, and trustee-ready audit binder.

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AUDIT Q&A PACK
Q: Discount rate support?
A: WACC of X.X% based on...
See Exhibit B-3 for build-up.
Q: Revenue growth basis?
A: Management forecast validated...
Auditor Q&A Pack — all engagement types

Pre-answered audit questions with evidence references, included with every engagement. Accelerates audit review by anticipating common auditor inquiries across 409A, ASC 718, ASC 820, and ASC 805.

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Documentation Standard

Audit-ready by design.

Every deliverable is structured to satisfy audit review before the auditor opens a single question.

Structured to survive audit review, regulator scrutiny, board challenge, and transaction diligence.

Defensibility Checklist

Method selection rationale documented
All inputs sourced and timestamped
Reliability tier classification applied
Key judgments explicitly stated
Sensitivity analysis included
Cross-checks performed and documented
Narrative aligns with quantitative output
Audit trail complete and accessible
No hidden judgment
No black boxes
Reproducibility snapshot included
Evidence Transformation

Before/After: Messy inputs → Clean defensible output

How the methodology converts weak input conditions into a controlled evidence trail.

BEFORE: Typical Client Inputs

❌ Revenue forecast in email thread
❌ "We usually use 15% DLOM"
❌ Customer list in undated Excel file
❌ "Our discount rate is around 12-14%"
❌ No version control on financials

AFTER: Controlled Evidence Trail

✅ Forecast locked 2024-03-15, v2.1, MD signoff
✅ DLOM 18.2% via Finnerty model, Exhibit C-2
✅ Customer data as of VD, source: CRM export
✅ WACC 13.4%, build-up documented Exhibit B-3
✅ Reproducibility snapshot, hash: a7f3b2...
Sample Materials

Request a sample deliverable.

We share representative, anonymized samples with qualified contacts — one for your specific engagement type.

What you'll receive:
  • Relevant redacted sample within one business day
  • Anonymized to protect client confidentiality
  • Full methodology structure intact — nothing omitted
  • Format representative of a production-grade deliverable

Every sample reflects our full documentation standard — the same structure an auditor will examine.

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