SYCAMORE PARK LLC
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Our Services

Sycamore Park's valuation services cover a wide range of engagements, from 409A valuations to complex financial instruments. We utilize a collaborative and methodical process during each engagement to ensure all relevant factors are incorporated. 

Financial and Tax Reporting  |  Strategic Planning  |  Mergers and Acquisitions

  • ​Purchase Price Allocations 
  • ​Intangible Asset Valuations
  • Impairment Testing 
  • Fair Value Measurements
  • 409A Valuations - Common, RSUs, Profits Interest
  • Equity Awards and Share-Based Compensation
  • Portfolio Company Valuations
  • ​Complex Financial Instruments 
  • Convertible Debt​
  • Embedded Derivatives   ​​
  • Estate and Gift Tax Reporting 

Our Clients 

Start-ups / VC Backed

We have been working with start-ups since the 1990s before IRC Section 409A existed. We have performed thousands of valuations and assisted start-ups ranging from one person with a concept to pre-IPO companies, across a wide variety of industries. The journey from start-up to a successful exit can be challenging and rewarding, and you can rely upon our expertise through every step of the process. Participating preferred, secondary transactions, convertible debt, warrants, phantom equity, SAFEs, etc. – whether simple or highly complex, we can help you understand how these circumstances impact the value of your common stock.  

IPO Track

Many of our IPO track and successfully executed IPO companies have been with us since their first round of financing. IPO track companies typically start their IPO readiness 12-24 months prior to an expected IPO. During this time companies need assistance with the following: 
  • Performing quarterly (or more frequent) valuations.
  • Implementing a Probability-Weighted Expected Return Model ("PWERM") in their 409A analyses. 
  • Drafting an S-1 and going through the SEC review process. 
We understand the dynamics facing IPO track companies. You can rely on our thorough, well documented reports and timely response to auditor and SEC questions. During this time of heightened scrutiny we know how to successfully navigate the review process.

Public / Larger Private Companies

These companies often have the most diverse set of needs – from valuations for strategic planning purposes, spin-outs, emerging from bankruptcy, estate and gift tax planning to purchase price allocations. Additionally, the interdependent nature of having complex accounting issues, numerous stakeholders involved, and audit / SEC review all increase the demands on the organization. With decades of experience, we bring our expertise and streamlined approach to get your valuation done efficiently while working collaboratively with all parties.

Pass Through Entities

Pass through entities can have more creative capital structures than a typical C-corporation. With greater flexibility around taxation and corporate governance, pass through entities have the ability to create unique, customized rights which can range from simple and straightforward to extremely complex. In the past few years, we have seen an increase in the number of start-ups using a pass through structure and raising investor funding. These type of start-ups typically grant profit interests for employee incentive purposes and use our services to assist with setting threshold values for profit interests, fair value measurements and estate and gift tax.

Industries We Serve

Technology

  • FinTech
  • Clean Tech
  • Social, Mobile and Cloud
  • Big Data
  • Semiconductors
  • Artificial Intelligence and Machine Learning 

Healthcare

  • Medical Devices
  • Biotechnology
  • Pharma

Consumer

  • Travel and Tourism Services
  • E-Commerce
  • Retail

Industrials

  • Aerospace and Defense
  • Automotive

Communication

  • Telecommunications
  • Networking
  • Media and Entertainment  
Have a question or want to get started?
Sycamore Park LLC | 415-295-2220 | 100 Pine Street, Suite 1250, San Francisco, CA 94111
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