409A Valuation
AICPA-Compliant IRC 409A Valuations Provided to Private Companies since 2006.
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AICPA-Compliant IRC 409A Valuations Provided to Private Companies since 2006.
Our 409A valuation services are tailored to ensure full compliance with IRC 409A standards, catering to a diverse range of private companies from emerging startups to established middle market companies. With a track record of maintaining client relationships and completing highly complex assignments, our expertise in 409A valuations is unparalleled.
We provide comprehensive 409A valuation analysis and reports that adhere strictly to AICPA Guidelines and IRS mandates. Our pricing model is transparent, offering flat-fee engagements that deliver exceptional value, including audit support without additional fees.
Each 409A valuation is meticulously conducted by a seasoned valuation expert, emphasizing our commitment to streamlining the process for our clients. By choosing our services, you benefit from our dedication to efficiency, quality, and compliance in the realm of 409A valuations.
Our 409A valuation engagement process is designed for efficiency and clarity. It begins with the execution of an Engagement Agreement, followed by your provision of essential documents as requested in our Initial Information Request. Once we receive your documents, we'll acknowledge receipt and commit to a timeline, aiming to deliver a draft valuation analysis within 10 business days.
We encourage you to review this draft and provide any feedback or raise questions, enabling us to refine the analysis and address your concerns. The process culminates with the delivery of the final valuation report, ensuring a comprehensive and accurate reflection of your company's value in compliance with 409A standards.
Descriptive summary of the nature, history, and background of the Subject Company (“Company”), including (but not limited to):
Most recently amended version of Articles of Incorporation or LLC Operating Agreement. If additional documents are needed to understand the rights and preferences of existing shareholders, please provide those also.
Audited, reviewed, or compiled financial statements and corresponding notes for the two fiscal years most recently ended, including balance sheets, income statements, and statement of cash flows.
Monthly financial statements for the 12-month period immediately prior to the date of valuation, including balance sheets, income statements, and statement of cash flows, in as much detail as possible. PLEASE PROVIDE IN EXCEL.
Current capitalization table for the Company, including detail of options and warrants outstanding (including exercise prices), by individual/entity. – PLEASE PROVIDE IN EXCEL.
Projected income statements for minimum 12 months beyond the Valuation Date. – PLEASE PROVIDE IN EXCEL
Summary of third-party debt obligations.