409A Valuations

Getting a 409A valuation is essential for companies granting equity compensation. Learn more about the ins and outs of valuations from our experts.

  • How to Increase Participation in a Private Company Equity Plan

    How to Increase Participation in a Private Company Equity Plan

    See how to increase participation with equity compensation plans at private companies by educating employees.

    Read
  • The Pragmatic Guide to Startup Valuation

    The Pragmatic Guide to Startup Valuation

    Startup valuation is a very nuanced topic. Everybody says it’s both an art and a science, and many smart people have written posts to try and articulate the method behind the madness. But at the...

    Read
  • ×

    How low can you go? Learn your lowest strike price with our downloadable checklist.

    First Name
    Last Name
    Number of Employees?
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you! Your checklist is ready.
    Error - something went wrong!
  • 409A Early-Stage Valuations: The Value Proposition

    409A Early-Stage Valuations: The Value Proposition

    “Price, timeliness, and quality, I always tell the client that you can pick two of the three.”  These were the words of wisdom a Deloitte partner passed down to me as a first year valuation...

    Read
  • Your First External Audit:  Avoid 3 “Gotchas” Almost Every Company Misses

    Your First External Audit: Avoid 3 “Gotchas” Almost Every Company Misses

    Avoid these three pitfalls when preparing for your first audit. The post Your First External Audit: Avoid 3 “Gotchas” Almost Every Company Misses appeared first on Capshare Blog.

    Read
  • 2 Ways to Issue Paperless or Electronic Stock Certificates Including a Free Option

    2 Ways to Issue Paperless or Electronic Stock Certificates Including a Free Option

    If you own shares in a company, you can spend an extra $50 to buy a fancy paper stock certificate. But there is an important disclaimer on the website where you buy the certificate: “Please note..."

    Read
  • ×

    Schedule a free demo to learn how to confidently comply with IRC 409A valuation requirements.

    First Name
    Last Name
    Company Name
    Phone Number
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you for reaching out!
    Error - something went wrong!
  • 409A Made Simple: Understanding Your Company’s Valuation

    409A Made Simple: Understanding Your Company’s Valuation

    Explore Shareworks Valuation Services If you’re a startup that grants stock options to its employees, chances are you’ve heard of 409A, a section of the US tax code that’s been around since 2004.

    Read
  • Get your 409A valuation done right with Shareworks Valuation Services.

    Learn More
  • The Basics of Convertible Notes: Convertible Note Terms

    The Basics of Convertible Notes: Convertible Note Terms

    A convertible note is short-term debt that converts into equity, which doesn't force investors to determine the value of the company. Curious? Learn convertible notes basics and terms in this blog.

    Read
  • Why Experience Matters in Your 409A Provider

    Why Experience Matters in Your 409A Provider

    Experience. It’s what you’re paying for when you hire an attorney, your accountant, or even a plumber. And it’s no different when it comes to choosing a 409A provider for your company’s 409A...

    Read
  • How to Find the Right 409A Provider…and Why It Really Matters

    How to Find the Right 409A Provider…and Why It Really Matters

    So, you’re a new startup and you want to attract the best talent – the crème de la crème of the industry. How do you convince them to join your company in a competitive hiring market? Why not...

    Read
  • Independent 409A Valuations – How to Choose a Firm

    Independent 409A Valuations – How to Choose a Firm

    Finding a good independent 409A valuation firm can be difficult, especially with all the misinformation out there. Although we have written the definitive guide to protecting yourself through safe...

    Read
  • 409A Process:  Best Practices and What to Expect

    409A Process: Best Practices and What to Expect

    So you are looking to get a 409A valuation and you are wondering about the 409A process?  You’ve come to the right place. We have been performing 409A valuations for the better part of a decade...

    Read
  • 4 Key Insights from Analyzing 5,000+ Cap Tables

    4 Key Insights from Analyzing 5,000+ Cap Tables

    Capshare recently published the 2016 Private Company Equity Statistics Report. In it, we analyzed a significant subset of the 5,000+ cap tables on our system. We identified 4 big insights in our...

    Read
  • 409A Valuation Safe Harbor: How to Legally Guarantee That You Are Protected in the Case of an Audit

    409A Valuation Safe Harbor: How to Legally Guarantee That You Are Protected in the Case of an Audit

    Safe harbor for your 409A valuation is a beautiful thing. It’s your source of protection in the case that the IRS chooses to audit your 409A, and, in contrast, can be a major headache if you don’t...

    Read
  • 409A Valuation Reports: The Data Driven Guide

    409A Valuation Reports: The Data Driven Guide

    We recently analyzed 409A valuation data for 147 companies to answer the question: How do you check the 409A compliance box, get your strike price as low as possible, and spend as little time,...

    Read
  • Will Cap Table Transparency Help Your Startup?

    Will Cap Table Transparency Help Your Startup?

    Startups have typically shared very little cap table information with employees outside the core management team, but a trend toward greater transparency has been gaining momentum. Should you jump...

    Read
  • Can Privately Held Companies Issue Stock? How Stocks are Issued at Private Companies

    Can Privately Held Companies Issue Stock? How Stocks are Issued at Private Companies

    Learn how to issue shares in a private company without using stock certificates. See how to switch to electronic uncertificated shares and the benefits.

    Read
  • What Is Founder-Friendly Stock and Should I Use It in My Startup?

    What Is Founder-Friendly Stock and Should I Use It in My Startup?

    These heady, entrepreneur-friendly times have led to a resurgence of companies issuing founder-friendly stock to their founders. What is founder-friendly stock? Should you consider issuing it to...

    Read
  • The Best Cap Table Template VS Shareworks Startup Edition

    The Best Cap Table Template VS Shareworks Startup Edition

    OK, I’ll be honest here, the best cap table template in the world actually isn’t a template. It’s Capshare. If you are dead set on using a “template”, this is one of the best here but… Using a...

    Read
  • Get the most out of your cap table

    Get the most out of your cap table

    Building a great company is an entrepreneur’s top priority. But they should also know how to manage their cap table in order to maximize and retain the value they work so hard to create. Cap...

    Read
  • 10 Cap Table Mistakes That Could Cost You Money

    10 Cap Table Mistakes That Could Cost You Money

    Your cap table holds the key to a big payoff for all your hard work, but there’s a few mistakes that can really cost you. Avoid these pitfalls to help maximize your equity value. We help manage...

    Read
  • loading
    Loading More...