The Balancing Act of Valuing Startup Companies

Lorman Education Services
Training overview
Professional Course
1.5 hours

Course description

The Balancing Act of Valuing Startup Companies

The Balancing Act of Valuing Startup Companies

Gain a better understanding of the valuation process of startup companies in their many stages of development. Startup companies must determine company value for various business reasons and at various stages throughout their development. Startup company founders and their advisors must determine company value in deciding how to divide equity among them, their advisors and their employees. In addition, startup companies often obtain formal valuation appraisals to comply with tax compliance requirements, meet tax authority safe harbor provisions and protect the companies and their employees from various compliance and litigation hazards. In any event, the fundamental principles and concepts at work are the same. After learning this information, you will be able to: define the six levels of development for startup businesses; discuss the various stages of development for startup businesses and some of the valuation, legal and accounting issues that arise; identify the valuation approaches appropriate for the stage of development; advise company stakeholders to prepare accordingly for common valuation and legal issues that are likely to affect a startup company in the future; and explain how proper valuation planning can contribute to the growth of a business and protect its stakeholders from making avoidable and costly mistakes that could impair the business in the future.

Learning Objectives

  • You will be able to discuss the various stages of development for startup businesses and some of the valuation, legal and accounting issues that arise.
  • You will be able to define the six levels of development for startup businesses and be able to identify the valuation approaches appropriate for the stage of development.
  • You will be able to describe common valuation and legal issues that are likely to affect a startup company in the future after it achieves product and revenue growth and advise company stakeholders to prepare accordingly.
  • You will be able to explain how proper valuation planning can contribute to the growth of a business and protect its stakeholders from making avoidable and costly mistakes that could impair the business in the future.

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    Who should attend?

    This live webinar is designed for accountants, CPAs, tax managers, CFOs, controllers, executives, finance directors, business owners and managers, presidents, vice presidents, CEOs, operations managers, tax preparers, financial planners, bookkeepers and attorneys.

    Training content

    • Seed Stage of Development
    • Stage Description: Idea Generated and Early Product Development Started. Incomplete Management Team. Limited Expense History
    • Legal Structure Decision and Implications
    • Founder Decisions
    • Seed Funding Types
    • Valuation Methodologies–Issues/DifficultiesFirst Stage of Development
    • Stage Description: Product Development Continues. Business Challenges Understood. Cash Burn Rate History
    • Seek Angel Investors for Next Financing Round
    • Investor Protections
    • Valuation Methodologies–Milestones
    • Brief Accounting and Tax ImplicationsSecond Through Fourth Stage of Development
    • Stage Descriptions–Second: Product Development Complete, Management Team Is Likely in Place. Have Shipped Initial Products and Getting Feedback From Market–Third: Revenue Growth Is Rapid, May Have Achieved Profitability. Lenders May Finance Fixed Assets and Receivables–Fourth: Revenue Growth and Profit Margins Have Reduced Much of the Investment Risk. May Seek Debt Financing to Reduce Equity Dilution
    • Venture Capital Investors and Preferred Stock Nuances
    • Investor Protections
    • Valuation Approaches–Issues/Difficulties

    Costs

    The cost of this The Balancing Act of Valuing Startup Companies live webinar is $199 per participant.

    About Lorman Education Services

    Lorman Education Services

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    Lorman Education Services

    Lorman Education Services
    2510 Alpine Road
    54702 Eau Claire Wisconsin

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