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.

  • Private Company Equity Statistics Report 2018

    Private Company Equity Statistics Report 2018

    Making intelligent decisions about your company’s equity may be the most important thing you do as private company CFO, CEO, or founder. You and your team’s payout for all of your hard work depends...

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  • 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.

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

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  • Crypto and Your 409A Valuation

    Crypto and Your 409A Valuation

    Back in 2017 when my mom called me out of the blue to ask about “the Bitcoin trend” after hearing it mentioned on a Chinese talk radio show, I knew just how hot cryptocurrencies had become. Fast...

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  • 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...

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  • 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...

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

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  • 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.

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

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  • 3 Ways to Issue Paperless, or Electronic, Stock Certificates (Including a Free Option)

    3 Ways to Issue Paperless, or Electronic, Stock Certificates (Including a Free Option)

    If you own shares in the Walt Disney 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:...

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  • Finding Early Liquidity: 6 Things Founders Should Consider Before Selling Their Shares

    Finding Early Liquidity: 6 Things Founders Should Consider Before Selling Their Shares

    Five years ago, finding buyers for the shares of a private startup was basically impossible. Now electronic platforms and an entire cottage industry of buyers have emerged, but what are the risks...

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  • Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?

    Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?

    409A valuations are vital if you want to offer employees stock options. But for many startups, the cost is high. Thankfully, you can get a free 409A valuation and satisfy compliance requirements.

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  • 409A Valuations vs Venture Valuations

    409A Valuations vs Venture Valuations

    In my career, there is one question I’ve answered more than any other. What is the difference between a 409A valuation and a venture capital (VC) valuation? I’d wager I’m one of the world’s top...

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  • 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.

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  • 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.

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • Carta Pricing (Formerly eShares) vs Shareworks Startup Edition Pricing

    Carta Pricing (Formerly eShares) vs Shareworks Startup Edition Pricing

    Updated 9/7/2018 Pricing Transparency One of the main differences between Carta pricing (formerly eShares) and Capshare pricing is transparency. While Carta’s sales reps might be able to charge...

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  • 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...

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  • 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...

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  • 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,...

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