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Know Your Valuation for Equity Compensation (And Avoid the Perils of 409A)

January 16 @ 11:30 am - 2:00 pm

Free – $35
The Capital Network (TCN) Presents:
If you are a CEO or a CFO of a high growth startup, it is vital to understand how to value your company correctly. An IRS Section 409A valuation is an independent appraisal of the fair market value (FMV) of a private company’s common stock that determines the “strike price” for equity. If your company is planning to offer options, you’ll need a 409A valuation. Here is a quick list of questions this workshop will help you answer:
  • Do you offer or are you planning to offer your employees stock options?
  • Do you know the difference between ISOs and non-ISOs?
  • Do you understand the general valuation concepts and approaches that the IRS has outlined, especially as they apply to early-stage companies?
  • Did you know that if you run afoul of the 409A rules, your employees could have an unpleasant tax surprise and that some of that responsibility could revert back to you as the employer?
  • Do you know if and when you need to engage an outside expert to assist with a valuation?

If you need answers to any of these questions, join us for our workshop where a comprehensive document will also be provided to guide you through this process.

Scott Goodwin

Scott Goodwin

Wolf & Company

Scott Goodwin serves as an engagement leader in our Commercial Audit group where he is responsible for providing audit and advisory services to rapidly growing, entrepreneurial technology companies and consulting on complex accounting matters. Scott provides audit and advisory services to entrepreneurs, executives and boards of directors. He leads Wolf’s Technology Services Team and also serves as an engagement Partner. including revenue recognition, equity instruments, business combinations, internal control best practices and corporate governance. Scott also has significant expertise with employee benefit plan audits, ERISA and the Department of Labor regulations related to such plans. Scott joined Wolf in 2002 and has over twenty five years of experience as a Certified Public Accountant. His technology sector expertise includes software, life sciences, biotech, medical devices, cleantech, fintech and mobile. Scott writes and speaks frequently on key business issues in the entrepreneurial community and serves on Wolf’s Accounting & Auditing Committee.


John O'Brien

John O’Brien

The Business Valuation & Consulting Group

John O’Brien is a seasoned business valuation professional accomplished in performing valuations for financial reporting, estate and gift tax reporting, business planning, exit strategies, succession planning and charitable gift tax reporting. With more than 20 years of business management experience, he brings a unique perspective to the valuation process. Having been a consumer of these types of services himself, he understands the issues from both sides of the desk. This unique perspective enables him to provide a high level of service and understanding to the process. His pecialties include: 409A/FAS 123R Common Stock Valuations, ASC 805-10 (FAS141R), Impairment Testing under ASC 350-20 to 30 and ASC 360-10 (FAS 142 & 144). Valuations for Estate and Gift Tax Reporting, Estate Planning, Succession Planning and Exit Planning.


Wolf & Company, P. C
99 High St
Boston, MA 02110 United States
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