Clarity on the processes that
guide corporate valuation.
Insights to business valuation for founders, CFOs, investors, and advisors.
Overviews and explanations of important valuation standards — 409A, ASC 820, ASC 718, estate planning, and more. Learn how each one works, when they are needed, and what to watch out for.
Founders preparing for their first 409A. CFOs preparing for audit season. Attorneys and CPAs navigating estate planning for clients. Investors setting up or managing a fund. Individuals and private entities working on strategic financial planning.
ASC 820 Portfolio Valuation:
For funds whose portfolios consist primarily of illiquid, privately-held investments, ASC 820 compliance is one of the most complex and judgment-intensive areas of financial reporting. The valuation of a single portfolio company can require multiple methodologies, significant assumptions about future outcomes, and detailed documentation that satisfies auditors, LPs, and regulators.