Resources

To better understand 409A Valuations, both technically and historically, you can read our articles on a range of valuation related topics.

Why You Need A 409A Valuation

We know it can be a pain, but this is why you need an appraisal

How a 409A is Performed

An overview of the methodology of an appraisal for IRC Section 409A

The Info You Will Need To Provide

Understand the kind of information you will need to provide for a 409A valuation

Recent Articles

Are there mandatory certifications? Can anyone issue a 409a valuation? There are no mandatory certifications to perform a 409A valuation, but the IRS does require that an appraiser have significant knowledge, experience, education and training. When choosing a 409A provider there are a couple of things you should consider: the first is whether the individual [...]

The asset approach is one of the three approaches (along with the market approach and income approach) used to estimate enterprise and equity value, and is used in IRC 409A valuations.  The asset approach is defined in the International Glossary of Business Valuation Terms as “a general way of determining a value indication of a [...]

The time to complete a 409A valuation can range significantly: from a few days to a few months – mostly depending on the needs and the situation of the client. To get an idea of how the completion time of a 409A appraisal can vary so dramatically, it is important to understand the whole process, [...]

The industry and competitor analysis portions of a 409A report review a company’s current market position and assess the environment in which the company is operating. This allows for the valuation of the company to be considered in the operating environment of the market. Industry Analysis There are several sources to leverage when researching the [...]

The Income Approach is one of the three approaches (along with the Market Approach and Asset Approach) used to estimate enterprise and equity value. The income approach seeks to identify the future economic benefits to be generated by an entity and to compare them with a required rate of return. This numerator/denominator relationship can be [...]