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.
Strategic Planning Valuations — Using Fair Value for Internal Decisions
Most companies encounter valuation in the context of compliance. The highest-performing companies do something different — they use it proactively as a strategic tool for capital allocation, portfolio management, and board-level governance.