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Valuation Date Survey

The goal of the survey is to assist valuation clients in selecting a valuation date. Valuation date issues are more prevalent in common stock valuations (a.k.a. 409A valuation) because it requires strict coordination with equity-based compensation dates.

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Secondary Transactions and Valuations

Stock pickers believe they can value assets better than the market. The research shows otherwise. The financial accounting rules don’t play around and require observable transaction values to be the primary indicators. This topic is relevant for most privately held security valuations, including broad fair value issues, IRC 409A valuations, portfolio valuations, and tax.

Navigating SAFE Valuations

Neither “Safe” nor “Simple,” these Simple Agreements for Future Equity are convertible debt instruments that are often misunderstood and hard to value.

7 Areas to Transform Your Financial Reporting Valuation

Creating shareholder value is the goal of most for-profit entities, where value is viewed in a strictly financial sense.  In the world of startups and VCs, this means maximizing exit valuations. That exit valuation number is of fundamental importance. Exit valuations are built over time. Thus, tracking valuations is critical.  Companies have many opportunities to track their valuations, from upgraded

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