Teaming Up

We’re excited to announce that we have teamed with Plan Management Corp to provide our 409A valuation services to users of their OptionTrax Cap Table module. Many private companies opt to track their cap tables and option ledger using cap table management software rather than deal with managing it in Excel or a homegrown database. [...]

Teaming Up 2018-03-06T00:15:54+00:00

Extend Your Team Through Due Diligence Support

Due Diligence requires extensive company and industry analysis, in-depth financial statement analyses, determining possible strategic synergies realizable between companies, and performing an array of valuation analyses. I can imagine that some of those Due Diligence tasks may be outside of your time constraint, especially considering that a thorough analysis is extremely important when considering an [...]

Extend Your Team Through Due Diligence Support 2018-02-20T18:36:47+00:00

3 Keys to Selling Your Business: Lessons From Surfing

Perfect waves are what surfers all around the globe dream of. But even if you travel to Queensland, Australia and paddle out to the break with a freshly-waxed board, your experience could be very different than the guy next to you. Professional surfers are set apart by their ability to align themselves perfectly with [...]

3 Keys to Selling Your Business: Lessons From Surfing 2018-02-20T22:19:45+00:00

Secondary Purchase Impact on Your Next 409A

How does founder liquidity impact the 409a price? I regularly receive phone calls from entrepreneurs, who are in discussions with investors, asking how an early partial cash-out will impact the price of common stock in their next common stock valuation (think 409a valuation). Oft times, the institutional venture capitalist (VC) is willing to either [...]

Secondary Purchase Impact on Your Next 409A 2018-02-20T18:00:24+00:00

Debunking the Myth of Twenty Percent

The 409A valuation is one of the many analyses Economics Partners offers to clients. IRC 409A governs deferred compensation and our valuation work in this area is to help private companies establish a strike price for stock options. This is primarily done for venture-backed and emerging growth companies. In conducting this valuation, the rule of [...]

Debunking the Myth of Twenty Percent 2018-02-20T18:06:33+00:00

Fairness Opinions: WHAT and WHO are they for?

Afairness opinion brings an independent third party to the table to offer an opinion on the fairness of a transaction to all shareholders. Fiduciaries (Boards and Trustees) face a difficult responsibility made more difficult by the risk of shareholder lawsuits. Fairness Opinions demonstrate due diligence. A fairness opinion is more than a valuation, it goes far [...]

Fairness Opinions: WHAT and WHO are they for? 2018-02-20T18:30:35+00:00