Can I do the valuation myself / have my ex-banker-friend do it?

Yes. Just make sure to follow the guidance set out in the Practice Aid titled Valuation of Privately-Held-Company Equity Securities Issued as Compensation. The valuation, value allocation, and necessary adjustments will be different than a valuation prepared for M&A purposes, for liquidation purposes, for trust planning, etc. Or you can leave it to us and go do much better things with your time. Shoot us a note to info@preferredreturn.com, or schedule a time to talk here.

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