Valuations I/O

What Valuations I/O does

Valuations I/O (VIO) is a San Francisco-based business valuation services firm founded in 2022 by CFA-credentialed partners Dave Ribando and Chris Orndorff. The firm delivers independent, audit-defensible valuation opinions across three service categories: financial reporting (purchase price allocations under ASC 805, 409A/share-based payments, goodwill and intangible asset impairment testing, convertible debt and embedded derivatives, and portfolio company valuations), tax reporting (estate/gift tax valuations, family limited partnership discount studies, tax restructuring), and dispute resolution (litigation, shareholder disputes, bankruptcy). Underlying methodology relies on established quantitative finance techniques including the Option Pricing Model, Black-Scholes-Merton, Monte Carlo simulations, and DCF analysis, executed through custom Excel-based and proprietary valuation models rather than a software product.

The firm operates as a boutique professional services practice with a team of 1-10 employees, where both founders actively deliver client work. Its core technology stack consists of proprietary valuation models and simulation frameworks rather than a packaged software platform or API. Revenue is generated through project-based professional service fees, with custom pricing per engagement and a free initial consultation model. The firm does not publicly disclose pricing or revenue figures.

The go-to-market approach is sales-led and relationship-driven. VIO acquires customers through direct outreach, free consultations, and a strong referral network from Big 4 auditors, technical accounting advisors, and CFOs in the Silicon Valley venture and life sciences ecosystems. Marketing efforts center on a business valuation blog and LinkedIn presence. The client base spans startups to Fortune 10 companies across technology, life sciences, financial services, cannabis, and AI verticals. The firm emphasizes white-glove delivery, direct access to senior CFA-certified professionals, 24/7 responsiveness, and audit-ready work product as its primary differentiation against larger valuation practices.

Name

Valuations I/O

Legal name

Valuations I/O, LLC

Website

https://valuationsio.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Valuations I/O is a San Francisco-based boutique valuation firm founded in 2022 by CFA-credentialed partners, providing audit-defensible business valuation services including 409A valuations, purchase price allocations, goodwill impairment testing, and Monte Carlo simulations to startups through Fortune 10 companies across technology, life sciences, and financial services verticals.

Ownership category

akta.pro rank

Product category

Business Valuation Services

akta.pro primary industry

Business Valuation (Private Company & Enterprise) (FSAEAHAA)

akta.pro secondary industries

Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB), ESOP & Equity Compensation Valuation (ESOP, options, warrants) (FSAEAHAN), Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Business valuation services
• 409A valuation
• Purchase price allocation
• Goodwill impairment testing
• Share-based payment valuation

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Valuation Services: B2B professional services firm providing business valuation services on a project/engagement basis. Services include purchase price allocations, 409A valuations, impairment testing, convertible debt valuation, tax restructuring, and dispute resolution. Revenue generated through professional service fees for each engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Valuations I/O is a full-service business valuation firm that delivers audit-defensible valuation opinions and written reports to companies ranging from startups to Fortune 10. Core services include 409A and share-based payment valuations, purchase price allocations under ASC 805, goodwill and intangible asset impairment testing, convertible debt and embedded derivatives valuation, Monte Carlo simulations, tax restructuring valuations, portfolio company mark-to-market, intellectual property valuation, and dispute resolution valuation support.

Product overview

Valuations I/O (VIO) is a full-service business valuation services firm offering a comprehensive portfolio of valuation opinions and advisory services. The firm provides white-glove, expert-level valuation services organized into three primary categories: Financial Reporting (purchase price allocations, 409A/share-based payments, goodwill impairment, convertible debt, portfolio company valuations, IP valuation, derivatives), Tax Reporting (transactions, planning, compliance), and Dispute Resolution (litigation, shareholder disputes, bankruptcy). Key specific services include Purchase Price Allocations, 409A & Share-Based Payments, Goodwill & Intangible Asset Impairment Testing, Convertible Debt & Embedded Derivatives, Monte Carlo Simulations, Tax Restructuring, Portfolio Company Valuations, IP Valuation, and Derivatives Valuation. The firm is not a software product company; it delivers premium written valuation reports and professional expertise directly to clients through a structured engagement process culminating in audit-defensible narrative reports.

Differentiator

Problem solved

Functional benefit

Products and services

• Purchase Price Allocations Valuation of acquired intangible assets, goodwill, tangible assets, and liabilities under ASC 805, IFRS 3, and IAS 38; includes calculation of contingent consideration and earnouts. For companies undergoing M&A transactions requiring independent fair value opinions.
• 409A & Share-Based Payments Valuation of common stock and employee stock options for private companies under IRC 409A, ASC 718, and IFRS 2; includes market-based performance share awards (PSU), TSR awards, and profit interest units (PIU). For private companies issuing equity compensation.
• Goodwill & Intangible Asset Impairment Testing Valuation of reporting units and intangible assets with Step 0 qualitative and Step 1 and Step 2 quantitative impairment testing under ASC 350, ASC 360, IFRS 3, and IAS 36. For public and private companies testing goodwill or intangibles for impairment.
• Convertible Debt & Embedded Derivatives Valuation Valuation of convertible debt instruments and individual conversion features under ASC 470 and ASC 815; includes bifurcation of embedded derivatives, effective yield estimation, synthetic credit ratings, and Monte Carlo simulations. For companies with convertible debt or complex debt instruments.
• Monte Carlo Simulations & Complex Securities Custom simulations and valuation models for complex securities, assets, and liabilities with unique features and situations. For clients requiring probability-weighted valuation of securities with path-dependent or contingent payoffs.
• Tax Restructuring & Reorganization Valuation Fair market value calculations of equity, intangible assets, and goodwill by legal entity and tax jurisdiction; includes estate and gift tax valuations and family limited partnership (FLP) discount studies. For companies, estates, and family-owned entities undergoing tax-driven reorganizations.
• Portfolio Company Valuation Valuation of illiquid private investments from seed stage to unicorns; includes mark-to-market of portfolio securities and creation of valuation policies under ASC 820 and IFRS 13. For VC firms, asset managers, angel investors, and financial institutions with portfolio companies.
• Intellectual Property Valuation Valuation of copyrights, patents, unpatented know-how, trademarks, trade names, domain names, and clinical stage molecules and compounds. For technology, life sciences, and brand-driven companies requiring IP fair value opinions for financial reporting, transactions, or licensing.
• Derivatives Valuation Valuation of derivatives, warrants, and options using Black-Scholes-Merton models and Monte Carlo simulations. For companies with equity-linked or stand-alone derivative instruments requiring independent fair value opinions.
• Dispute Resolution Valuation Expert valuation support for legal disputes including commercial litigation, shareholder disputes, and bankruptcy matters. For law firms, corporate counsel, and parties involved in valuation-related disputes.

Quantifiable outcome

• 24/7 responsiveness and urgent deadline fulfillment
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/valuationsio

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valuations I/O