409A Valuations

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

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...

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...

“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...

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.

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:...

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...

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.

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...

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.

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.

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...

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...

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...

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...

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...

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...

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...

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,...