Results For "409A"

What is the Difference between 409A Valuations and Venture Capital Valuations? Blog Post

Clients often come to us with questions about 409A valuations vs. valuations in venture capital financings. They are sometimes concerned that, if they receive a low 409A valuation, that will...

409A

Section 409A of the Internal Revenue Code is a complex and often counterintuitive set of tax rules applicable to deferred compensation.

Underwater? Private Company Stock Option Repricing Basics Blog Post

In a volatile market, companies may see their stock value drop significantly. This can result in employees and other service providers holding stock options that are “underwater” or “out of…

Maximizing QSBS for Entrepreneurs Blog Post

Most entrepreneurs creating high-growth startups in the US form their companies without giving much thought to maximizing their potential tax benefits at the time of sale.

25 Considerations in Preparing for an IPO – for Technology Companies Blog Post

1. Experienced advisors Choose experienced advisors, including lawyers, auditors and financial consultants (if necessary), and get them involved early. Advisors who work routinely with the SEC and investment bankers –…

Secondary Sales of Private Company Stock Blog Post

In years past, a private company stockholder would have expected to wait until the company went public or was acquired to receive any return on investment.  However, over the last…

Choosing the Right Cap Table Platform Blog Post

A company’s cap table is one of its most important records. It shows the ownership of the company’s stock, options, and other securities, and is key to understanding the owners’…

25 Considerations in Preparing for an IPO Blog Post

1. Advisors Choose experienced advisors early, including attorneys and auditors. Advisors who work with the SEC and investment bankers regularly will expedite the process and help avoid glitches and delays…