Technical insights, methodology deep dives, and audit preparation guides from our team of industry-leading valuation experts.
The received wisdom is that private company valuations are normalizing after the 2021 bubble. What the data actually says is more complicated: late-stage AI rounds are blowing past 2021 peaks while non-AI companies face a very different reality.
A step-by-step walkthrough of how CPA firms and founders configure share classes, option plans, and preferred stock terms inside Zimbs Valetex, from day-one equity through a late-stage funding round.
Why leading CPA firms are replacing spreadsheets with purpose-built valuation platforms to deliver faster, audit-defensible 409A and ASC 820 reports.
Discover how S&P Capital IQ powers business valuations with verified financial data, comparable company analysis, and M&A benchmarks — all in one platform.
A practical guide to the timing, triggers, and compliance deadlines that determine when your startup needs an independent 409A valuation — and what happens if you wait too long.
ASC 820 provides a clear framework for fair value measurement under U.S. GAAP. Learn about the fair value hierarchy, valuation approaches, and why compliance matters.
Cap tables are the foundation of ownership, valuation, and investor trust. Learn why accurate cap table management is critical and how modern platforms simplify the process.
Comparing income-based and market-based valuation methods — choosing the right framework based on company maturity, data availability, and audit defensibility.
Discover the 7 key situations when a business valuation is essential — from fundraising and M&A to ESOP planning, 409A compliance, exit strategy, and strategic growth.
Learn the four most commonly used startup valuation methods — Backsolve, GPC, M&A, and Post-Money. Understand how each works, when to use it, and its trade-offs for fundraising and 409A compliance.
A clear, jargon-free breakdown of what a 409A valuation is, why it matters, how it works, and what happens if you skip it — written for startup founders.
