409A valuation opinions from a professional third-party on the fair market value of your private company's common stock.
SVB Analytics understands the unique challenges private companies face in complying with tax and financial reporting requirements. Private companies are required by the IRS (Section 409A) to show that their common stock options are issued at fair market value, and therefore must conduct a formal valuation opinion at least once every 12 months to avoid potential tax penalties. They also must use the fair-value method of accounting for stock-based compensation such as stock options to comply with the Financial Accounting Standards Board rules (ASC 505 and 718).
Our commitment to quality provides clients with a well-documented, auditable valuation report that can be used for both tax and financial reporting purposes. Our understanding of a client's business and its position in the industry, as well as strict adherence to industry-standard valuation and allocation techniques, enables clients to rest assured that their third-party valuation opinion is audit-defensible.
SVB Analytics, an affiliate of Silicon Valley Bank, has
performed more than 7,000 valuation opinions for venture-backed private
companies since 2006. We use this deep experience to provide the most informed value indicators to help private companies efficiently comply with regulations and requirements.
Stay in compliance with accounting rules for mergers and acquisitions. New regulations approved by the Financial Accounting Standards Board include significant changes in reporting requirements for acquired assets and liabilities. SVB Analytics offers expert ASC 805, ASC 350 and ASC 360 analyses to ease the valuation and reporting processes and minimize potential challenges by external auditors or the SEC.
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Rapid Micro Biosystems has been using the SVB Analytics
Valuation service for a number of years now. The reports we received for our
409A and warrant valuations keep us in line with regulations, helped us
complete our audit and are consistently excellent – the valuation team does an
409A Select Clients
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