Mar 162 minWhy Fair Market Value Matters for StartupsExecutive Summary: In order to attract and retain leading talent, early-stage venture-backed companies need to offer equity incentives in...
Mar 164 minHow and Why a Preferred Financing Impacts a 409A ValuationExecutive summary: The article emphasizes the importance of understanding how a preferred stock financing can impact the 409A valuation...
Mar 164 minThe Importance of a 409A Valuation for Startups: A Must-Have for SuccessExecutive Summary: This article highlights the importance of obtaining a 409A valuation for startups, regardless of their stage of...
Feb 54 minMaterial Changes and Subsequent Events that Affect 409A ValuationsAn Internal Revenue Code Section 409A (IRC 409A) fair market value report is used to determine the fair market value of privately held...
Feb 57 minImpact of a Tender Offer on 409A FMV - Understanding Material ChangesExecutive Summary: The article explores the impact of a tender offer on the 409A Fair Market Value (FMV) and the criteria used to assess...
Jul 27, 20192 minWhat happens when you fail to comply with Section 409A? Short answer: THE COMPANY GETS SUED!The long answer is perhaps not best for a blog entry but some additional color here may be of use. Founders and executives often ask us...
Apr 1, 20152 minWhy Do We Need a 409A Valuation?Since the mid-2000s, private companies have engaged outside valuation firms to determine the fair market value (FMV) for their common...