Glossary
409A Valuation
409A valuations provide fast-growing private companies with an independent and defensible fair market value for common stock, helping ensure IRS compliance, avoid tax penalties, set fair option strike prices, and build confidence among new hires and investors.


Composite Price
Composite pricing provides private equity firms with a market-reflective valuation for illiquid securities by aggregating prices from multiple data points, helping ensure accurate fair value reporting, increased transparency, reduced bias, and stronger credibility in quarterly portfolio updates.

Valuation Services
Third-party valuation services provide private equity firms with credible and defensible assessments of company or asset value, supporting quarterly reporting, fundraising, regulatory compliance, and improved transparency while reducing potential conflicts of interest.

Fair Value/Fair Market Value
Fair Market Value reporting provides private equity firms with a transparent and defensible estimate of a portfolio company’s market price, helping ensure regulatory compliance, accurate performance reporting to LPs, and stronger positioning for future exits and secondary transactions.

409A Valuation
409A valuations provide fast-growing private companies with an independent and defensible fair market value for common stock, helping ensure IRS compliance, avoid tax penalties, set fair option strike prices, and build confidence among new hires and investors.
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