I've done a 409A elsewhere before or never completed one before, is that okay?
Of course! During the onboarding flow it will ask you to submit previous valuations so we can continue where you left off! First-time valuations are also welcome and you can skip this question.
What if I am not happy with my valuation or report?
We aim to avoid any surprises by sharing the expected range upfront before payment. If the valuation expert determines the valuation to be outside the given range, the business will be notified before the report is produced and the business is given the option of a 100% refund.
If you have any concerns once you receive the report, you will be given the option to book a call with our team to discuss. We pride ourselves on fairness and will not adjust the valuation unless there is a clear, supported reason why. As these reports must be IRS defensible, we reserve the right to withhold from making any changes.
How do I know if I'm too early or too large for 409.ai?
There is no stage too early for 409.ai. We look at a variety of valuation methods and choose which is right based on the information provided. As you the companies grow, different valuations are used ensuring there is no company too large or too small.
I'm not sure if my information in my accounting software or cap table is accurate, should I still complete this?
No, definitely not. Just like submitting any other legal document, the onus for ensuring the information provided is accurate is on you. If our team sees incorrect or misleading information has been provided, we will not complete the valuation for your company. Integrity and fairness are at the core of our values.
What if I need audit defence?
Audit defence is often available for an hourly fee of USD $175/hr. In this scenario, you would work directly with one our of our valuation experts to complete the audit components together.
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