Tag: Tax

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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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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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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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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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