Our clients

409A valuations

When you issue stock or stock options to employees or yourself, they need to be valued at “Fair Market Value” (FMV) or you may be creating compensation and income. And when there’s income, there’s taxes.

Having a third party determine your company’s fair market value through a 409A valuation provides a “safe harbor” that can help ease or eliminate the tax burden.

Stock options are the most common case of 409A valuation. But there are situations where it’s required. How do you know if you need one?

Are you trying to value the common stock of a company?
Do you plan to issue stock options and set your strike price?
Have you raised a new round of funding since your last grant date?
Have you had a material event (e.g. coming from seed stage to series A)?
Are you looking to sell IP from one company to another?
Has it been 12 months since your last 409a

Quick turnaround

AICPA compliant

Audit support

Common stock fair market value

Talk to a valuation expert

We deliver:

Quick and easy introduction and onboarding
10 business day turnaround, with free revisions
Exhaustive, AICPA-compliant valuations that withstand big 4 and acquisition scrutiny
Seamless transfer of your financials into the valuation process
Draft released prior to final to ensure all questions are addressed
Secure, painless online diligence and document transfer

Talk to a valuation expert

The bottom line is I would have been even willing to pay a little more because now that I realized the confidence I have in the accounting procedures and in the accuracy of data I’m receiving. This is just worth its weight in gold really.

Frank LaGrotteria, Bridgeport International Academy Director & Head Master