Valuation Methods – The Income Approach

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…
,

409A Valuation Report Template

There is really no ‘template’ for a 409A valuation. Section 409A came into being in 2007 and a cottage industry has sprung up to satisfy the reporting requirements, but the IRS has not given a lot in the way of definitive guidelines of what…

Valuation Methods – The Market Approach

The Market Approach is one of the three approaches (along with the Income Approach and Asset Approach) used to estimate enterprise and equity value, which is one of the steps in performing a 409A valuation. The market approach employs analysis…

409A Valuation for Technology Startups

In the very first years of a company’s history, it can be difficult to provide a proper business valuation due to the fact that there is little data by which to come to a conclusion regarding that company’s value. Internet and technology…

How to Value a Company for 409A Reporting

Scott Lockhart - Founding Partner Valuing a business is a complicated process, which requires careful research, consideration and documentation. To provide some insight into how to value a company, the following is an overview of our process…