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

Name: WEBINAR | Know Your Valuation for Equity Compensation (And Avoid the Perils of 409A)
Start: 2021-12-01T13:00:00-05:00
End: 2021-12-01T14:30:00-05:00
Location: Online via Zoom Conferencing

December 1 @ 1:00 pm - 2:30 pm

Free – $20

We’re running this workshop as a live webinar via Zoom. We’ll email the Zoom link and the workshop materials to all the registrants shortly before the event starts.

Any questions, please email [email protected]

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.

Lynn Haddad Sommer

Cabrillo Advisors

Lynn is the Managing Director at Cabrillo Advisors. Cabrillo provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals. Valuation services include IRC 409a and ASC 718, ASC 820 Fair Value, ASC 350 Goodwill Impairment Testing, ASC 805 Business Combinations, Advisory and Fairness and Solvency Opinions.
Lynn also sits on the board of ACG, an organization helping middle market M&A professionals build and maintain trusted networks in the Boston community since 1979. They help support and facilitate relationship building and provide deal related content to the middle market M&A community.

Cecilia Frerotte

Principal at Wolf & Company

Cecilia is a Principal in Wolf’s Commercial Audit Group and has over ten years of experience in public accounting delivering audit services. She has worked with a variety of organizations including start-ups, service businesses, software developers, medical device companies, distributors, franchisees, and not-for-profits.

Cecilia’s experience includes providing internal control and accounting guidance to start-ups, family-owned and closely-held businesses throughout New England. She is a member of Wolf’s Technology Services Team, which provides guidance on accounting for complex debt, equity and revenue transactions to our technology clients.

Thanks to our sponsors

Please note:

By joining any of The Capital Network’s (“TCN”) webinar events, you are agreeing to TCN’s Webinar Recording Disclaimer and Restrictions, which can be found HERE.
TCN events are open to entrepreneurs and investors only, or approved guests of TCN. Service providers of any type must join TCN as a Sponsor. Email [email protected] for details.