Scalar Partners
- Founded
- 2009-01-01
- Headquarters
- 874 Pioneer Rd, Draper, UT 84020, US
Scalar is a leading independent valuation and transfer pricing firm headquartered in Draper, Utah. Founded in 2009, the company provides CFOs and business leaders with clarity through financial reporting, tax compliance, transaction advisory, and litigation support. Scalar has completed over 25,000 business valuations and draws on experience in more than 30,000 engagements, serving venture capital-backed startups, private equity-backed businesses, and publicly traded companies. The firm’s services include 409A valuations, stock option and incentive equity grants, gift and estate appraisals, transfer pricing planning and disputes, portfolio valuation (ASC 820), purchase price allocation (ASC 805), goodwill and intangible asset impairment (ASC 350/360), derivatives and complex financial instruments (ASC 815), fairness opinions, solvency opinions, and litigation support. Scalar emphasizes accuracy through a multi-tiered review system, timely delivery, and close client communication, earning a net promoter score reported to be double the industry average. The company has grown organically and through acquisitions, including the valuation division of GuideCap Partners in 2022 and JLC, a transfer pricing firm, in 2024. Scalar is privately held and maintains a team of 51-200 employees.
Detailed Review
Scalar positions itself as the 'world’s easiest valuation and transfer pricing firm to work with,' a claim supported by client testimonials from executives at companies such as eLearning Brothers, Sierra Oncology, WorkMarket, Alchemista, Fortress Biotech, and Salient Systems. The firm serves as a trusted advisor for compliance with IRS, SEC, and Big 4 standards. In August 2024, Scalar announced it had completed 25,000 business valuations, highlighting its scale and depth of experience. The company also publishes a monthly State of the Market newsletter. Scalar’s process is described as collaborative, with a dedicated team that adapts methodologies to each client’s unique situation. Key differentiators include timeliness (meeting tight deadlines), communication (keeping clients informed throughout), and accuracy (multi-tiered review system). The company has expanded its service offerings through strategic acquisitions. In October 2022, Scalar acquired the valuation division of GuideCap Partners, adding expertise and client relationships. In July 2024, Scalar announced the acquisition of JLC, a leading transfer pricing firm, and brought on Jonathan Lubick as Managing Director of Transfer Pricing Services. The firm’s leadership is led by CEO Zak Nugent, who joined in 2009 and has been involved in all phases of development. Other key executives include Matthew Tillotson as Managing Partner, and Jeff Wald as Co-Founder and President. The company is privately held with headquarters at 874 Pioneer Rd, Draper, UT 84020. The firm's LinkedIn page lists company size as 51-200 employees.
Key Products
409A Valuations
Common stock valuation for startups and private companies to comply with IRS Section 409A.
Transfer Pricing Services
Planning, documentation, and dispute resolution for intercompany transactions.
ASC 805 - Purchase Price Allocation
Allocation of purchase price in business combinations for financial reporting.
ASC 820 - Portfolio Valuation
Fair value measurement of investment portfolios for private equity and venture capital firms.
ASC 350/360 - Goodwill & Impairment Analysis
Testing for impairment of goodwill and long-lived assets.
ASC 815 - Derivative Valuation
Valuation of complex financial instruments and derivatives.
Fairness Opinions
Opinions on the fairness of transaction terms from a financial point of view.
Solvency Opinions
Assessments of a company's ability to meet its financial obligations after a transaction.
Litigation Support
Expert valuation services for legal disputes, including shareholder litigation and divorce.
Gift & Estate Appraisals
Valuation of business interests for estate planning and gift tax purposes.
Offices & Headcount
125 employees (approx.)
Key Persons
- Guga Júnior
Speaker
- Zak Nugent
CEO