Quality 409A Valuations For Businesses
Our expert analysts simplify the 409A process and deliver a fast and affordable 409A valuation at the highest quality in the industry. Fill out the fields to the right and our valuation experts will be in touch shortly.
What is a 409A Valuation
IRC 409A valuation became part of the tax code in January 2005. It broadly applies to deferred compensation and, for companies issuing standard employee stock options, an option grant creates compliance needs. Economics Partners (EP) is a qualified third party who leads the industry in performing 409A valuations.
Why Get A Valuation from Economics Partners
As a top 409A valuation provider, Economics Partners takes pride in delivering high-quality reports at competitive prices to our clients.
Industry Experts You Can Trust
EP performs more 409A valuations than any other provider in the U.S., making us the most experienced valuation firm in the country.
Save Time and Money
EP works on your timeline and with your budget to deliver a quality report both when you need it and at a great value.
Ongoing Support
EP’s team of experts will be there for you throughout the valuation process, including audit support.
When to get a 409A
A 409A valuation is required every year or when a taxable event occurs which triggers the need for a 409A valuation. Your first valuation should generally be before common stock options are issued.
IRC 409A valuation became part of the tax code in January 2005. It broadly applies to deferred compensation and, for companies issuing standard employee stock options, an option grant creates compliance needs. It’s best practice to have a qualified third-party perform the valuation.
The 409A Process
Once EP is engaged for your 409A valuation, our team of analysts start the process off with a kick-off call. This outlines the entire process and creates full transparency between you and the analyst team.
The documentation required for analysis is usually readily available, with a few minor exceptions. Once documents are received, our team works at your pace to deliver a report when you need it.