Deal terms can mean the difference between founders and employees receiving millions upon the sale of a company or walking away with nothing. Without an understanding of the effects of the rights and preferences of different shares classes, founders and employees can find themselves disappointed with the return they receive for the hard work needed to grow a startup company. This event will cover the aspects of valuation that effect founders and employees the most. Topics we will cover include:

• A brief look at what investors look for when considering investing in a startup and what founders should look for in an investor.
• An explanation of typical deal terms and how they affect founders and equity holders.
• What is section 409A of the IRS tax code and why should you care? How to shield founders and employees from the tax consequences associated with granting employee stock options.

Join us at Icogenex Bioincubator on February 20 and hear what Tim Montgomery and Chad Willbut have to say about The Pitfalls of Startup Valuation.

Date: Thursday, February 20, 2014

• 12:00-12:30 PM: Lunch and Networking
• 12:30-1:30 PM: Presentation

About the Presenters: 

Tim Montgomery has worked in business valuation since 2006. He currently specializes in working with venture backed companies and venture capital firms. During his tenure in business valuation, Tim has compiled a diverse skill set having worked with small private companies as well as Fortune 500 public companies across a wide range of industries including: aerospace, alternative energy, biotechnology, chemicals, consumer discretionary, financials, medical devices, oil and gas, pharmaceuticals, semiconductors, software and services, technology hardware, telecommunications, transportation, and utilities. Prior to joining WTAS, Tim worked in business valuation for Deloitte Financial Advisory Services, Duff & Phelps, and Quist Valuation.

Chad Willbur has specialized in the valuation of venture-backed securities for financial reporting according to from the Financial Accounting Standards Board (FASB) guidance and tax planning under Section 409A of the Internal Revenue Code since 2004.  During this time, he has served large public and private companies, middle-market firms and early-stage enterprises. Chad’s prior experience includes a boutique consulting firm in the Pacific Northwest.

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