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I’m Ready To Get a 409A Valuation. What Documents Do I Need to Provide?

You will need to provide a fairly extensive list of documents. The following is an overview of what you will be expected to provide to fullfill 409A valuation requirements. It is not necessarily an exhaustive list, as your appraiser may ask…

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…
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What Information is Required for a 409A Valuation?

To perform a 409A valuation, it is important that we get a full and complete picture of your company. We are calculating how much someone would pay for 1 share of common stock, so we seek to understand all the key facts that an investor would. To…

Why Do I Need To Get An IRC Section 409A Valuation?

Business owners often think they have a very good idea of the value of their company – after all, they live it on a daily basis. However, a business owner (public or private) is required to go beyond his own best guess of the company’s…

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…

Where Did IRC Section 409A Come From?

Internal Revenue Section 409A was the government’s response to events that happened over a decade ago leading up to the collapse of Enron, an energy and commodities company headquartered in Houston, Texas. Enron’s name has been immortalized…

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…
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How Many Classes of Shares Do I Have?

All corporations will have at least one class of shares: common stock. Common stock is the most basic class of shares, with one share giving you one vote for important matters such as selling the company or removing management, and the right…
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Classes of Common Stock

ommon stock, also referred to as voting shares or ordinary shares, are the most basic form of ownership in a C-Corporation. Publicly traded shares, for example, are common stock, and unless other special rights are associated with certain shares…

409A valuation by specialists – save time and money!

Our IRC 409A qualified and experienced business appraisers have worked with over 70 clients from more than a dozen states. Ranging in size from a company weeks after inception to mature, decades old businesses, the clients of Simple409A have…