Essential 409A Valuation Compliance Checklist for Startup Founders

Startup founders must follow a 409A compliance checklist to avoid legal and tax pitfalls. Key steps include: obtaining an independent valuation, documenting valuation methodology, reviewing financials and projections, considering market comparables, updating valuations at least annually or after material events, maintaining board approval records, and ensuring proper equity grant pricing.

https://www.searchdirect.ca/blog/essential-409a-valuation-compliance-checklist-for-startup-founders