Tag: Valuation

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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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 ยง409A 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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