Which valuation do I need?
Answer a couple of quick questions and 409.AI will point you to the right report (409A, SMB, ASC 718, EMI, CSOP, PPA, and more) with pricing and next steps.
Valuation selector guide
| If you need to… | You likely need |
|---|---|
| Issuing employee stock options in the United States | a 409A valuation |
| Issuing employee share options in the UK, within the EMI limits | an EMI valuation |
| Issuing UK share options when too large for EMI or in an excluded trade | a CSOP valuation |
| Reporting employee stock-comp expense under US GAAP | an ASC 718 valuation |
| Reporting share-based payment expense under IFRS | an IFRS 2 valuation |
| Valuing fund holdings, including Level 3 positions, under US GAAP | an ASC 820 / portfolio valuation |
| Testing goodwill or intangibles from a past acquisition | impairment testing |
| Allocating the purchase price after acquiring a company | a purchase price allocation (ASC 805) |
| Valuing the whole business for a loan, sale, or new partner | an SMB valuation |
| Transferring or gifting private company shares | a gift & estate tax valuation |
| Running or setting up an ESOP | an ESOP valuation |
| Valuing a specific patent, trademark, or software asset | an IP / intangible asset valuation |
| Documenting QSBS eligibility | a QSBS attestation letter |