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  • All
  • ASC 820
  • Biotech
  • Consulting
  • COVID
  • Crypto & Blockchain
  • Esports & Gaming
  • Fairness Opinions
  • Investment
  • IRC 409a/ASC 718
  • M&A
  • Modeling
  • Tax
  • Valuation
White Paper

Valuation for Corporate Spin-Offs

Companies use spin-offs for a lot of reasons:  to enhance shareholder value, to move a new technology into a better environment for development, or to …

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White Paper

How Changes in Regulation Have Driven Stock Option Prices

If you are an executive or a director of a private company, then you probably have heard about IRC 409A.[1]  And you probably also know …

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White Paper

Acquirer Challenges Early IRC 409A Report

A venture backed company received an attractive acquisition offer from a well known Silicon Valley acquirer.  But partway through the due diligence review the acquirer …

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White Paper

Complex Securities Demand Sophisticated Valuation Techniques

A venture backed company had several series of redeemable preferred stock in its capitalization, plus some warrants exercisable into those series of preferred.  The company’s …

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White Paper

Merger of Two Private Companies Enabled by Independent Valuations

A venture capital firm with investments in two companies believed that it made sense to merge them. But, the firm needed assistance in overcoming concerns …

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White Paper

Revised Valuation Allows Completion of IPO

Because of SEC questions about stock option grants made in the year before an IPO filing, a Silicon Valley company was unable to complete its …

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White Paper

Valuation Team Helps Management Plan Technology Acquisition

An acquiring company wanted to know the balance sheet and income statement effects of a planned acquisition.  The new accounting standard about the valuation of …

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Commentary

The Effect of Convertible Notes on IRC 409A Valuations

During the past few years, many young companies have used convertible notes instead of preferred stock to raise money from angel investors and even venture …

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Commentary

California Lowers Penalty Tax for IRC §409A Violations

The California income tax law largely conforms to federal income tax law and California routinely uses the federal definitions of taxable income or tax deductions. …

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