Early Growth / What We Do / 409A Valuation

Equity Management

409A valuations and cap table management solutions to manage your equity & stock options.

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Equity Management Solutions

Your equity is important to you, your employees, and your investors, but managing it can be complicated. Let us simplify.
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409A Valuations

When you issue stock or stock options to yourself or your employees, if you do it at a value other than "fair market value" then you are likely creating compensation and income. And we all know... where's there's income, there's tax.

In order to avoid unnecessary taxes, the IRS provides a "safe harbor" as long as you have a 3rd party determine the fair market value. That's what a 409A valuation is, and why you need Early Growth to help you.

Stock options are the most common case for 409A valuation, but there are situations where it's required. How do you know if you need one? If you answer “yes” to any of the following questions, it’s time to contact Early Growth for a 409A valuation:

– Are you trying to value the common stock of a company?
– Do you plan to issue stock options and set your strike price?
– Have you raised a new round of funding since your last grant date?
– Are you looking to sell IP from one company to another?
– Has it been 12 months since your last 409A?

Have more questions about 409A Valuations?
Read our article on Everything About... 409A Valuations
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Cap Table Management

As your company grows and its capital structure evolves, it is critical that your capitalization table is being managed properly and with complete transparency. Different fundraising and exit scenarios are complex but our modeling tools will provide absolute clarity as you evaluate decisions that will impact your company's equity.

Our cap table management services also allow you to provide customized access to shareholders, potential investors, attorneys or anyone who needs to monitor your cap table in real-time. Early Growth can also help reduce expensive legal bills by electronically issuing shares and related agreements using our templates or legal documents already created by your attorneys.

Your cap table is only going to grow in complexity as your business scales; it’s time to graduate from spreadsheets to a comprehensive, compliant platform for the months and years ahead.
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What We Do
Early Growth is the largest national firm in the venture capital space
 Finance & Accounting
Finance & Accounting
An experienced financial team providing monthly accounting for founders who want to get back to focusing on their business.
Domestic & international tax compliance, including income & sales taxes and R&D credit studies.
Equity Management
Equity Management
409A Valuations and Cap Table Management solutions to manage your equity & stock options.
Fund Accounting
Fund Accounting
Helping GPs address monthly accounting, reporting, deal management, and LP communication.