For emerging growth companies who are setting their stock option strike prices or valuing the options themselves, we provide independent valuation opinions backed by extensive experience. Our team has valued a wide range of high-growth, early-stage firms, including bio-tech and high-tech, software, new media, e-commerce, and telecommunications, among others. We also develop option-related valuations for more established businesses as they approach various liquidity events, including potential IPOs.
Restricted stock (Rule 144) and shares that are subject to lock-up or performance agreements frequently require valuations for gifting, financial reporting or matrimonial actions. There are many cases where lock-up restrictions may impact the value paid for an acquisition. We can help ensure that clients do not over-report the value of these securities, or the price paid for an acquisition, in either a financial or tax reporting environment.
For more information, please contact any of our Directors for your option pricing & restricted stock needs