Early Stage Company Valuation (IRC 409A)

Early Stage Company Valuation (IRC 409A)

Adams Capital’s extensive experience working with early stage companies enables us to deliver extraordinary results in a short time frame.  We are entrepreneurs and support entrepreneurs.  Our early stage company valuation is a value priced product that specifically addresses IRC 409A reporting requirements for pre revenue companies.  The Adams Capital IRC 409A valuation process considers all classes of equity including warrants, options, and preferences.  We also consider debt and the impact of future capital raises.

Our process is beneficial to management as we highlight strategic milestones important to investors.  Frequently these valuation milestones are not well addressed in existing business planning documents.  After working with Adams Capital, business planning will be improved and operations should be more directly focused on achieving investment outcomes.  These benefits will enhance overall valuation and improve relationships with investors, bankers, and auditors.  Adams Capital’s clients include many investors, venture capital firms, and private equity firms.   The knowledge and insights gained from working with these investors can provide a significant advantage to any early stage company.

Stock option valuations are complex problems requiring critical expert decisions. Every situation is unique, so every valuation should be treated with a fresh perspective using the latest market data. Adams Capital has the experience and credentials to make defensible assertions on the value of any type of stock option or bonus share.

What They Say

"We have used David several times now and I can tell you he is the most thorough and thoughtful person I have used in the field of valuation...and he gives you his assessment without the BS."