|409A Valuation for Private Companies||$3,000 to $6,500+Summary Report|
Concept Analytics can help private companies issuing common stock options and related awards as compensation meet the requirements under Internal Revenue Code Section 409A to estimate the Fair Market Value of common stock to support the grant (or exercise) price. The deliverable includes a thoughtful analysis of the company-specific facts and circumstances as of each valuation date summarized in an IRS-compliant report.
- Premium for Expedited Delivery: $1,000 to $2,500 (1-2 days)
|ASC 718 Valuation for Equity Awards||$5,000 to $7,500Summary Report|
Concept Analytics can help private and public companies issuing equity-based compensation awards (options, RSUs, TSR and rTSR awards, etc.) meet the requirements under the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 718 (ASC 718) to estimate the Fair Value of the awards for expensing purposes.
- Complex Awards: $10,000 to $20,000
|ASC 820 Valuation for PE / VC Firms||$2,500 to $10,000Per Investment Co.|
Concept Analytics can help venture capital and private equity firms meet the requirements under the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topics 820 (ASC 820) and 946 (ASC 946) to estimate the Fair Value of private company investments. The deliverable will be tailored to correspond with each client's back-office processes and reporting needs, as well as leverage the expertise and contributions of the investment professionals.
|Gift and Estate Tax Valuation||$5,000 to $25,000IRS-Compliant Report|
Concept Analytics can help meet the Internal Revenue Service (IRS) filing requirements to estimate the Fair Market Value of a privately-held business or specific interests in the business for gift and estate tax reporting and planning. The deliverable will include an IRS-compliant appraisal report ready for submittal with tax filings.