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Course Details

The Balancing Act Of Valuing Startup Companies

Webinar: ID# 1023219
Recorded CD
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About This Course:
Startup companies must determine company value for various business reasons and at various stages throughout their development. Startup company founders and their advisors must determine company value in deciding how to divide equity among them, their advisors and their employees.

In addition, startup companies often obtain formal valuation appraisals to comply with tax compliance requirements, meet tax authority safe harbor provisions and protect the companies and their employees from various compliance and litigation hazards. In any event, the fundamental principles and concepts at work are the same.

After attending this webinar, you will be able to: define the six levels of development for startup businesses; discuss the various stages of development for startup businesses and some of the valuation, legal and accounting issues that arise; identify the valuation approaches appropriate for the stage of development; advise company stakeholders to prepare accordingly for common valuation and legal issues that are likely to affect a startup company in the future; and explain how proper valuation planning can contribute to the growth of a business and protect its stakeholders from making avoidable and costly mistakes that could impair the business in the future.

AGENDA

Seed Stage of Development
  • Stage Description: Idea Generated and Early Product Development Started. Incomplete Management Team. Limited Expense History
  • Legal Structure Decision and Implications
  • Founder Decisions
  • Seed Funding Types
  • Valuation Methodologies
  • Issues/Difficulties
First Stage of Development
  • Stage Description: Product Development Continues. Business Challenges Understood. Cash Burn Rate History
  • Seek Angel Investors for Next Financing Round
  • Investor Protections
  • Valuation Methodologies
  • Milestones
  • Brief Accounting and Tax Implications
Second Through Fourth Stage of Development
  • Stage Descriptions
  • Second: Product Development Complete, Management Team Is Likely in Place. Have Shipped Initial Products and Getting Feedback From Market
  • Third: Revenue Growth Is Rapid, May Have Achieved Profitability. Lenders May Finance Fixed Assets and Receivables
  • Fourth: Revenue Growth and Profit Margins Have Reduced Much of the Investment Risk. May Seek Debt Financing to Reduce Equity Dilution
  • Venture Capital Investors and Preferred Stock Nuances
  • Investor Protections
  • Valuation Approaches
  • Issues/Difficulties
About The Presenters

Jeremy Burr
  • Currently manages the equity compensation practice in Valuation Research Corporation’s (VRC) Chicago office
  • VRC completes close to 2,000 engagements a year with approximately 300 related to startup businesses executed in both the San Francisco and Chicago offices
  • Involved in approximately sixty engagements a year where approximately 1/3 are related to startup businesses
  • Practice area includes equity compensation valuations, derivative valuation, and debt valuations
  • Member of Business Valuation Association (in Chicago) and Chicago Council on Global Affairs
  • Currently working towards the CFA and ASA accreditations
  • Two undergraduate degrees in finance and international business from University of Nevada Las Vegas; graduated with a Master’s in finance from Illinois Tech in 2011 and started doing valuation work with VRC
Daniel P. Cooper
  • Partner at Reinhart Boerner Van Deuren s.c.
  • Acts as corporate counsel and trusted advisor to his clients, including innovators that are building startup and growth stage companies
  • Member of Association for Corporate Growth
  • Recognized by Best Lawyers in America
  • Founder of Reinhart Genesis
  • J.D. degree, University of Michigan Law School; LL.M. degree, New York University School of Law
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The Balancing Act Of Valuing Startup Companies
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