Congratulations! You’re a newly minted CFO and have reached a career milestone that many dream of. However, if you think now is the time to rest on your laurels, think again. The hardest part is about to begin. Before you step into the role, spend some time outlining what success looks like for your role, […]
4 Rules of Thumb for Valuing Your Company
It’s never been easier to access the tools you need to value your company. From fintech platforms to regional merchant banks, it seems as though everywhere you look there is someone offering valuation services. However, just because it’s easily accessible, doesn’t mean that they are all created equal. Soon, you can become swamped in […]
3 Hidden Risks of 409A Non-Compliance
These days, it seems like everyone is offering some kind of valuation service. From well-known fintech brands, to local merchant banks, firms have been quick to capitalize on this growing opportunity to supplement sales with complementary 409A valuation esrvices as firms continue to stay private longer. However, as we have discussed in previous series, not […]
Why Get a Professional 409a Valuation?
Venture First supports entrepreneurs, VC Portfolios, Family Offices and Estates with the many facets that go into their valuation. Many of the companies Venture First works with use equity as a form of compensation. Doing so has tax ramifications for both the Company and the employee. Internal Revenue Code (IRC) 409a requires that equity-based compensation, […]