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Know Your Valuation for Equity Compensation (And Avoid the Perils of 409A)

June 4, 2015 @ 12:00 pm - 2:00 pm


If you are a CEO or a CFO of a high growth startup, it is vital to understand how to value your company correctly.

Here is a quick list of questions this lunch will help you answer:

Do you offer or are you planning to offer your employees stock options? Do you know the difference between ISOs and non-ISOs? Do you understand the general valuation concepts and approaches that the IRS has outlined, especially as they apply to early-stage companies? Did you know that if you run afoul of the 409A rules, your employees could have an unpleasant tax surprise and that some of that responsibility could revert back to you as the employer? Do you know if and when you need to engage an outside expert to assist with a valuation?

This is a limited seat lunch to teach issues of valuation for equity compensation and ask specific questions about your company.


– Alicia Amaral, Scalar Analytics

– Scott Goodwin, Wolf & Company


45 Prospect St., Central Square
Cambridge, MA 02139 United States


The Capital Network
(781) 591-0291

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