Blog: 409A / ASC820 Compliance

The Times They Are A-Changin’ (Even in 409A Business!)

Valuation work is a highly specialized process. It’s for this reason that the work should be done by both the valuation expert and valuation technology tools. In the last few years, valuation practice work has gradually changed due to advances in technology. Financial valuations are now typically performed by an independent third party expert, such … Continue reading The Times They Are A-Changin’ (Even in 409A Business!)

Test Case: Warrants on Preferred Shares vs. Options on Common Shares

Many startups at the stage of raising capital from large investors issue preferred shares with warrants on the same share class. Recent market data shows that in the last few years, a large majority of preferred shares are non-participating preferred (CAP X1). With this type of share class and the company value reflecting conversion to … Continue reading Test Case: Warrants on Preferred Shares vs. Options on Common Shares

AlgoValue: Providing Valuable 409A Audit Support

Audit Support As you all know, Audit Support is a critical part of any formal valuation workflow. At a minimum, Audit Support  advises audit teams of a firm’s clients, regarding accounting issues that are often based on financial valuations. Financial valuations are typically performed by an independent third party expert, such as a business valuation … Continue reading AlgoValue: Providing Valuable 409A Audit Support