Tech Transfer Central

Guide to Valuations for IRC 409A Compliance

Published by Business Valuation Resources, LLC
By Neil J. Beaton
Format: PDF, Print
134 pages

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Price: $199 + S&H
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Guide to Valuations for IRC 409A ComplianceThis resource, authored by expert Neil J. Beaton, focuses on the nuts and bolts of performing valuation and allocation analyses specifically related to Internal Revenue Code 409A.

In these types of valuations, metrics and methodologies differ by the stage of investment and the availability of quantitative and qualitative data. Understanding and identifying the unique variables required to perform a valuation for an early-stage company is critical to a well-supported, and ultimately acceptable, valuation opinion. The Guide will provide readers the foundation they need to perform most of the common 409A valuations over a wide variety of economic conditions.

Your Definitive Guide to
409A Valuations

Here is a sampling of topics covered in this one-of-a-kind reference:

  • Characteristics of Early Stage Companies
  • Security Characteristics
  • Overview of AICPA’s Original Practice Aid
  • Application of Methods
  • Case studies and scenarios
  • Overview of IRC 409A Regulations
  • Discounts and Adjustments to Value
  • Late Stage Valuation
  • Pricing Employee Stock Options
  • Market Trends and Potential Pitfalls

About the Author
As Partner in Charge of Grant Thornton LLP’s Valuation Services Group, Neil J. Beaton, CPA/ABV, CFA, ASA, specializes in the valuation of public and privately-held businesses and intangible assets for purposes of litigation support, acquisitions, sales, buy-sell agreements, ESOPs, incentive stock options, and estate planning and taxation. Mr. Beaton holds a Master of Business Administration in Finance from National University and a Bachelor of Arts Degree in Economics from Stanford University

About the Publisher
Technology Transfer Tactics is proud to partner with Business Valuation Resources (BVR) in bringing this important guide to our customers. Every top business valuation firm depends on BVR for authoritative market data, continuing professional education, and expert opinion. Founded by Dr. Shannon Pratt, BVR‘s market databases and analysis have won in the courtroom-and the boardroom-for over a decade. You can find Pratt’s Stats, newsletters, CPE, research reports, teleconferences, books and more BVR services at:

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