Business Valuations

 
Executive Summary

  • Two key things to consider when seeking a professional valuation of your business for 409A purposes
  • Why “material events” should be on every founder’s radar during the COVID-19 pandemic
  • The specific ways COVID-19 could impact a company’s valuation and therefore significantly influence its 409A

Introduction
The business world is going through unprecedented upheaval. The COVID-19 pandemic has

Executive Summary

  • Business owners and their professional advisors should review corporate agreements to ensure buy-sell provisions are not out of date and will work as intended.
  • Common traps related to the valuation process and buy-sell agreement language – which often lead to costly shareholder conflicts – are highlighted in a recent appellate court decision.
  • Using an appropriate valuation date and

An In-Depth Interview with Redwood Valuation Director Tim Montgomery
 
Redwood Valuation’s Director Tim Montgomery recently sat down with the founder of WatchPitch, Trey Scott, to provide a behind-the-scenes look on what goes into the valuation of a venture-backed company. Tim discusses the numbers that matter – revenue growth, funding, cash runway – and also the significantly more subjective

The following interview was conducted with Redwood Valuation’s Tim Iversen, Director (ASA). Tim has nearly 20 years of experience in business valuation during which time he has completed over 700 valuations for both public and private companies.

  • What is a purchase price allocation?
  • It is the process of assigning a fair value to all the assets acquired and liabilities

     
    The teams that manage the finance function of an investment fund have a lot on their plate. And that is especially true around the quarter- and year-end stretch.
    It is enough of a challenge to monitor and communicate with portfolio companies, to prepare for partner meetings, and to properly close-out the books. Adding the task of valuing every portfolio