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Startup Valuation & More

Deal terms can mean the difference between founders and employees receiving millions upon the sale of a company or walking away with nothing. Without an understanding of the effects of the rights and preferences of different share classes, founders and employees can find themselves disappointed with the return they receive for the hard work needed to grow a startup company.

Topics will include:

• A brief look at what investors look for when considering investing in a startup and what founders should look for in an investor.
• An explanation of typical deal terms and how they affect founders and equity holders.
• What is section 409A of the IRS tax code and why should you care? What steps are needed to shield founders and employees from the tax consequences associated with granting employee stock options.


Register now for early bird pricing, just $15 (or pay $25/door, the night of the event). Seating is limited.


Event includes food and beverages.


Tim Montgomery has worked in business valuation since 2006. He currently specializes in working with venture backed companies and venture capital firms. During his tenure in business valuation, Tim has compiled a diverse skill set having worked with small private companies as well as Fortune 500 public companies across a wide range of industries. Prior to joining WTAS, Tim worked in business valuation for Deloitte Financial Advisory Services, Duff & Phelps, and Quist Valuation.

Chad Willbur has specialized in the valuation of venture-backed securities for financial reporting according to from the Financial Accounting Standards Board (FASB) guidance and tax planning under Section 409A of the Internal Revenue Code since 2004. During this time, he has served large public and private companies, middle-market firms and early-stage enterprises. Chad's prior experience includes a boutique consulting firm in the Pacific Northwest.


SCHEDULE (approximate times): Food/Drinks/Mingling (5:30pm-6pm), Speaker Presentation (6pm-7:30pm), Mingling (7:30pm-8pm)

NOTE: Please arrive as close to 5:30pm as possible. (The building's lobby elevators are locked after 7pm, so no one will be allowed to arrive after 7pm!)



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  • Ed

    I just noticed the RSVP is closed. Is it full? Are we able to attend without rsvp?

    March 24, 2014

    • Peter F.

      Hi, Ed. There's plenty of room. You can just show up and pay at the door ($25).

      March 24, 2014

  • Peter F.

    Don't miss this, there's still plenty of room ($25/door)

    March 24, 2014

  • Debra

    sounds interesting, sorry I will miss it.

    March 18, 2014

28 went

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