Programs Special One-Day Events

Thursday, June 12, 11:45am-2pm

WeWork South Station

745 Atlantic Ave, Boston, MA (map)
If you are planning to offer anyone stock options - including employees and consultants - then you NEED to understand how to value your company correctly. If you run afoul of the 409A rules, you and your employees could have a very unpleasant tax surprise.

In this workshop, we will cover:

• The difference between valuation for 409A and valuation for raising money
• The difference between ISOs and non-ISOs
• General valuation concepts and approaches that the IRS has outlined, especially as they apply to early-stage companies
• If and when you need to engage an outside expert to assist with a valuation

This is a limited-seat workshop for a deep discussion on the topic, so that you may ask specific questions about your company and get personalized answers.

Experts:

- Alicia Amaral, Scalar Analytics

- Scott Goodwin, Wolf & Company