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I will prepare audit ready 409a valuation report
Expert financial consulting, wherever you are!
I’m a CA, CPA, and CFA with experience in strengthening the financial hold of a company over its results & projections. I've Communication and Interpersonal abilities with the capacity to establish ra...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
As a CFA Charterholder specializing in IRC 409A valuations, I assist businesses, particularly startups, in obtaining accurate 409A valuations.
Founders bear a paramount responsibility for their employees' welfare. Beyond merely issuing ESOPs, founders must safeguard their employees from potential legal ramifications and penalties. To this end, I furnish founders with comprehensive 409A valuation reports, thereby significantly shielding their employees from IRS penalties through the Safe Harbor provision.
My expertise aids founders in achieving corporate compliance by determining their company's fair market value. This ensures that founders refrain from setting option strike prices below this established fair market value.
Moreover, I stand behind the valuations we conduct. Adhering strictly to AICPA guidelines, my meticulously researched reports offer robust evidence to substantiate my valuations. Consequently, I possess the capability to defend these valuations against any challenges, such as those initiated by auditors.
Valuation type:
Business
Valuation purpose:
409A
Target country:
United States
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FAQ
What is 409A Valuation?
A 409A valuation determines the fair market value of a company’s common stock as of the date of valuation. The valuation is complex and is therefore performed only by experts who have in-depth knowledge & experience of the subject.
Who needs a 409A valuation?
Any private company in the US which needs to issue non-qualified deferred compensation e.g. stock options, stock appreciation rights, etc. will need a 409A Valuation.
When is it needed?
A new 409A valuation must be performed whenever there is a material corporate event : 1. Issuing employee stock options for the first time 2. Raising a round of funding 3. Turnover of significant employees in leadership positions
What is the purpose of a 409A Valuation?
The 409A report is used to determine the strike price of the options. There are severe penalties imposed by the IRS in case of non-compliance with 409A regulations.
What are the penalties or consequences for not performing a 409A Valuation?
Penalties for violations of Section 409A may include: 1. Income inclusion at the time of vesting even if the benefit has not yet been paid and increased interest rate on the tax due on the income added. 2. A 20% penalty tax on the deferred amounts.
