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.
QSBS: How Qualified Small Business Stock Affects Your Valuation Strategy
What most people don't realize is that valuation plays a central role in nearly every aspect of QSBS planning. From determining whether a company qualifies to issue QSBS in the first place, to maximizing the exclusion through gift-based stacking strategies, to documenting eligibility in case of an IRS audit—the quality, timing, and methodology of your valuations can make or break millions of dollars in tax savings.