Topic: General Posts

Subject: 409A Recomendation
Cathy Conaty
Member: 2002
Posts:2
Submitted on 04-18-17 2:55 pm
Message:

All,


 


I am looking to engage an outside firm for a 409A valuation for a client and would like to get feedback from those members who have used CapShare, eShares or Preferred Return in the past.  Previously I have utilized the services of the standard firms that do this type of work but do like the option for a lower cost option that also offers Cap Table management.


Any feedback anyone is able to offer is most appreciated.


 


Thanks,


Cathy Conaty


conaty.catherine@gmail.com

 
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Replies
Jim Scott
Member: 2011
Posts: 9

Subject: Re:409A Recomendation

Submitted on 05-03-17 11:12 am.
Message:

I have used both EShares and CapShare, and find CapShare easier to use and less expensive, so prefer that. Although both are excellent for managing cap tables. You might find this link useful in costing out 409a providers. https://www.capshare.com/409a-valuation-report  The price of these things is all over the board, but there is little value from my experience in paying any more than you have to. 

 
Dan Jensen
Member: 2017
Posts: 1

Subject: Re:409A Recomendation

Submitted on 05-13-17 4:10 pm.
Message:

I haver used eShares and found their valuation team to be easy to work with.

 
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