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Know Your Valuation for Equity Compensation (And Avoid the Perils of 409A)
For the more detailed presentation, click here:
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
Experts:
- Alicia Amaral, Scalar Analytics
- Scott Goodwin, Wolf & Company
Let’s Talk About Sales: Understanding the Five Customer-Funded Business Models
A widely accepted notion in entrepreneurship circles is that the way to start and grow a thriving business is to come up with a great “idea”, write a great business plan, raise capital from angels or VCs, flawlessly execute the plan, and (Voila!) get rich! But it hardly ever happens this way.
The most cash-efficient entrepreneurs sometimes get their growth funding not from investors, but from their customers. Angel or venture capital can come later, once some customer traction is in hand. By doing it this way, they (and often their early investors) will end up owning more of their companies.
Professor Mullins is coming across the pond to teach entrepreneurs and investors alike the five customer-funded business models to put to work to fund their start-ups or grow their companies with some local rock star exemplars as case studies.
His book, The Customer Funded Business, is available here.
Speakers:
John Mullins, London Business School
Brendan Latrell, Grapevine Logic
Calculate Financial Projections for Investment Presentations
Join our experts in an overview discussion of financial projections. Learn the key metrics that will get investors to notice you, as well as those that will get you rejected. If you have no idea where to begin with your financial projections, this program is for you.
Experts -
Heather Onstott, Launch Capital
Heather Shanahan, Venture Advisors
Click here for a sample spreadsheet
Come to Terms with Angel and Venture Term Sheets
This limited-seat luncheon brings some of Boston’s most experienced attorneys to provide two hours of deep instruction to entrepreneurs struggling to understand the complexity of high growth investments. Sample terms sheets will be provided and analyzed.
Working lunch programs are hosted by TCN’s professional service sponsors to provide tactical level information designed to accelerate the fundraising process.
Experts:
Will Perkins - Bingham McCutchen
Everything You Were Told about How to Build a Board was Wrong
Your Board is one of the most valuable parts of your company. They help you steer, make decisions, and could get you that first investment. Or they can push you off a cliff, vote incorrectly, and cost you your company. We will help you get to Plan A.
The revered Professor Les Charm will talk you through how to know who to put on (and keep off) of your Boards, and much more.
Beyond the Crowd: The Whole JOBS Act Implications for Entrepreneurs and Investors
Beyond the Crowd: The Whole JOBS Act Implications for Entrepreneurs and Investors from The Capital Network
The JOBS Act is here, and now investors, entrepreneurs, and the rest of the startup community have to figure out what this means. There are a lot of unanswered questions and a lot more to the JOBS Act than just crowdfunding. With some of these new regulations, it’s important for both investors and entrepreneurs to understand how the new law affects what they do, say, and present and how it could impact future investments (both positive and negative).
Topics addressed:
Solicitation - what is it? What does it mean, and why does this matter to me?
Crowdfunding - is this going to change the world?
What do the new state level rules mean?
Hear from an angel, entrepreneur, and Boston’s experts on the law about how the JOBS Act is affecting the funding landscape - both long and short term.
Speakers:
Apply for Angel Funding with an Investor’s Perspective
Not all angel groups are created equal. Hear from the leaders of the top angel groups in Boston on where to begin when you are approaching angel groups. Learn what to expect when you approach angel groups and how to make your application and pitch stand out.
Questions answered will include:
How do you approach angel groups?
What are the most important parts of the application?
What is the best way to prepare for your pitch to an angel group?
What about the JOBs act and the new solicitation rules, how does that change the landscape?
What about the JOBs act and the new solicitation rules, how does that change the landscape?
Experts:
Know Your Valuation for Equity Compensation (And Avoid the Perils of 409A)
If you are a CEO or a CFO of a high growth startup, it is vital to understand how to value your company correctly.
Here is a quick list of questions this lunch 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?
This is a limited seat lunch to teach issues of valuation for equity compensation and ask specific questions about your company.
Experts:
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