Key Considerations for your 409A Equity Valuation

If your start-up is planning to offer options to your employees, you’ll need a 409A valuation as well as the right technology to manage and administer your equity plan. An IRS Section 409A valuation is an independent appraisal of the fair market value (FMV) of a private company’s common stock that determines the “strike price” for equity. If you’re a CFO or CEO of a high growth start-up, it is vital to understand how to value your company correctly. Dean Colvin, Managing Director, Cabrillo Advisors, has 20 years of valuation and transaction advisory service experience, and he will share with you some of the key things you need to prepare for. So, join our upcoming webinar, “Key Considerations for your 409A Equity Valuation,” to learn:

• The 409A Valuation Process. Key insights into the overall valuation process and how to manage risks.

• Key Factors that Influence your Valuation. Takeaways of what goes into a valuation.

• What to Look for in Your Valuation and Equity Plan Provider. Discuss the differences between basic and white glove providers - not all are created equal.

• The Tax Impact of 409A on your Equity Plan. Understand the regulations as they apply to all equity vehicles.