Valuing Barrels in a Declining Market
In a previous post, we introduced the mechanics of American Whiskey barrel valuation: a commodity-like asset that appreciates with age but trades in a market with little public price transparency. Venture First’s proprietary transaction database remains among the strongest resources available for pricing a barrel on secondary market transactions. Over the past two years the […]
409A Valuation vs. Fair Market Value: What’s the Difference?
Fair Market Value (FMV) is the estimated value of an asset based on what a willing buyer would pay and a willing seller would accept in an open market transaction. A 409A valuation is a specific valuation performed to determine the fair market value of a private company’s common stock for stock option purposes under […]
Why Every Family Office Needs a Valuation Before 2026
With the future of the Tax Cuts and Jobs Act (TCJA) still up in the air and several major provisions set to expire after 2025, family offices need to stay ahead of the curve. Getting valuations done before the end of 2025 can help families make smart decisions, fine-tune their tax strategies, and possibly reduce […]
Company Valuation Requirements: A Comprehensive Guide
The Ultimate Checklist for Business Valuation Preparing for a company valuation requires gathering a comprehensive set of documents that provide insight into your business’s financial health, ownership structure, and growth potential. Whether you’re seeking investment, planning an exit, or simply assessing your company’s worth, having the right information readily available can streamline the process and […]
Seven Questions to Ask Yourself Before Using Carta for a Company Valuation
Seven Questions to Ask Yourself Before Using Carta for a Company Valuation In the world of venture-backed companies, valuations are a critical piece of the puzzle—impacting fundraising, stock options, financial reporting, and long-term strategy. When it comes to valuations, many businesses turn to Carta, a well-known platform that allows companies to electronically manage equity, perform […]