What data will I need to provide to complete a 409A valuation?

There are some variations, but at a minimum, we need structural information, financial information, and some qualitative information. 

For examples:

Structural:

• Most Recent Capitalization Table
• Articles of Incorporation
• Debt Agreements (if any)

Financial:

• Most Recent Balance Sheet
• Trailing-Twelve-Month Income Statement Ending the same date as the Balance Sheet
• Projections (If Available)

Qualitative:

• Marketing / Pitch Deck
• Management Bios

In the event that the Preferred Return Valuation Analyst requires additional files or clarity, they will reach out to you to discuss next steps.