Tag: Tax

M&A

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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IRC 409a/ASC 718

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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IRC 409a/ASC 718

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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Tax

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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M&A

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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IRC 409a/ASC 718

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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