Through our preferred partner, obtaining an independent 409A valuation is easy and cost-effective
Why work with an independent provider?
Minimize exposure to these risks and maximize your internal resources by working with an independent provider.
What is a 409A valuation?
Simply put, a 409A valuation is an independent appraisal of your private company stock that establishes how much the stock is worth. A 409A valuation is a legal requirement that applies to businesses issuing traditional or non-traditional deferred compensation to its employees. Section 409A of the Internal Revenue Code (IRC) ensures that appropriate federal income taxes are paid on these compensation plans and covers the company options under the IRC safe harbor rule. An independent 409A valuation ensures that a company is complying with the federal tax code. Using your internal finance resources or cap table information to determine your own valuation does not meet the safe harbor standards.