ZimbsTech – Innovative Software Solutions for Modern Businesses
Independent fair market valuations of common stock to support employee stock options, equity compensation, and compliance with IRS Section 409A requirements.
A 409A valuation determines the fair market value (FMV) of a company’s common stock and is required for issuing stock options and other equity compensation in the United States. Our valuations follow IRS safe-harbor guidelines and are designed to withstand scrutiny from auditors, investors, and regulators—giving founders and finance teams confidence at every stage of growth.
A structured, IRS-compliant approach to determining the fair market value of common stock for equity compensation, tax compliance, and audit readiness.
Detailed analysis of company financials, cap table, preferred rights, funding history, and ownership structure as the basis for valuation.
Determination of fair market value (FMV) of common stock in accordance with IRS 409A Safe Harbor guidelines.
Application of accepted valuation methodologies such as OPM, PWERM, Hybrid, or Backsolve based on company stage and data availability.
Valuations prepared to meet IRS Safe Harbor standards, reducing audit risk and protecting companies and employees from tax penalties.
Support for employee stock options, RSUs, and equity grants with defensible valuations suitable for board and investor review.
Clear, well-documented valuation reports designed for auditors, investors, CFOs, and regulatory scrutiny.
A 409A valuation is a critical compliance requirement that ensures equity compensation is priced fairly and defensibly as your company grows.
Establishes the fair market value of common stock before issuing employee stock options or early equity grants.
Updates common stock valuation after priced equity rounds to reflect changes in enterprise value and investor preferences.
Ensures option strike prices meet IRS requirements and protects employees from unexpected tax penalties.
Required when significant events occur, such as acquisitions, revenue inflection points, or major strategic pivots.
A 409A valuation is valid for up to 12 months unless a material event triggers the need for an updated valuation.
Provides Safe Harbor protection and defensible documentation for audits, due diligence, and regulatory review.
A structured snapshot of equity data used in 409A valuations to support fair market value determination, audit defensibility, and regulatory compliance.
Accurate equity inputs ensure stock option pricing is compliant, defensible, and aligned with IRS safe harbor requirements.
Structured equity data reduces friction during audits, due diligence, fundraising, and financial reporting reviews.
Proper valuation data protects employees from unexpected tax exposure and penalties related to equity compensation.
Equity data is refreshed after funding rounds, option grants, or material business events impacting valuation.
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contact@zimbstech.com
ZimbsTech 402, Horizon Trade Center (HTC), Nr. Vaishnodevi Circle, Ahmedabad, Gujarat, India
