When selecting your 409A and 123(R) valuation services provider, consider what Enterprise Valuations offers you:
Experience and know-how.
For every valuation, we follow the guidance provided in the relevant AICPA Practice Aid (Valuation of Privately-Held-Company Equity Securities Issued as Compensation”). We bring you in-depth understanding of the relevant tax and accounting rules and apply our knowledge and know-how to help your company comply with them. Among other things:
- We have completed hundreds of 409A valuations.
- We are well-schooled in the written and unwritten accounting firm valuation requirements.
- Our valuations have successfully undergone scrutiny by all of the Big 4 accounting firms.
Efficiency.
We recognize that the 409A/123(R) valuation is, at best, a necessary evil for our clients. It must be done for compliance and risk management purposes but otherwise it adds little value to the business. We take responsibility for the valuation process from beginning to end. Our process is efficient and is designed to minimize the time spent on valuation matters by the client’s organization. The turnaround time for a 409A/123(R) valuation is approximately three weeks.
Valuation expertise, business experience and a real world perspective.
In addition to our valuation expertise, we bring a practical “in the trenches” perspective to assist our clients in determining their valuation strategy and dealing with valuation and stock option issues. We also have extensive senior management experience with the types of companies that require 409A/123(R) valuation services.
Senior involvement, mature judgment.
Senior valuation professionals are actively involved, from beginning to end, in every one of our valuations. Having a sound financial foundation for a valuation is necessary but not sufficient: With their extensive business and financial experience, our valuation team provides the mature perspective and judgment that converts calculations into a realistic, defensible valuation.
Defensibility.
We hope it will never be necessary, but we prepare each valuation report with the expectation that it might need to be defended in an Internal Revenue Service audit or ultimately in litigation. We offer the added dimension that our team members are experienced giving testimony and defending valuations in controversies, including testimony before the Tax Court.