Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  The post Valuations appeared first on Carson Wealth.

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Valuation CFP Wealth Advisor Taxes 52

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Darrow Wealth Management

AUGUST 28, 2023

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Sellers also need to work with a broker and their advisors to understand a typical deal structure so that they can maximize their cash at closing.”

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Darrow Wealth Management

OCTOBER 21, 2024

For example, in the Takeda acquisition of Shire, awards were converted on a predetermined valuation outlined in the terms of the deal. Since there are many different types of potential outcomes and considerations for professionals when a company is sold, it’s important to review your specific situation with a financial advisor.

Taxes 116

Taxes Wealth Management Planning Media 116

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

FEBRUARY 24, 2025

The reason is simple: if the valuation keeps going up, so does the spread above your strike price. The spread between the fair market value (FMV) of the stock at exercise (typically the 409a valuation) and the strike price is income for AMT purposes. Stock price/valuations decline.

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Taxes Startup Valuation Wealth Management 67