Tag Archives: CFO

Everything About… 409A Valuations

As an entrepreneur, the valuation of your company is something that you’re always thinking about. However, you may have heard something about a 409A valuation and are wondering…

  • What is a 409A valuation?
  • Why do startups need a fair market value analysis?
  • When do you need a 409A analysis?
  • How is a 409A valuation calculated?
  • Who can help provide 409A valuation services?

We’ll help you sort through all those questions and more.  In addition to the basics of a 409A valuation, we’ll also address questions about if and how the current COVID-19 pandemic might affect whether you need to update your existing valuation (spoiler: you might not need to, but it could be beneficial to update it now).

To view the full article visit here.

About Early Growth Financial Services 
Experienced at every stage from startup to exit, EGFS outsourced CFOs understand your needs when building a company. For over 10 years Early Growth has helped thousands of startups. From your first round of funding to your exit, they’re there every step of the way. Early Growth is the largest national firm in the venture capital space providing finance & accounting, taxes, equity management, and fund accounting.

To view more articles from Preccelerator mentors, visit here. 

SAM Preccelerator Program Presents: CFO Bootcamp with Peter Trepp – February 21, 2013

Join Stubbs Alderton & Markiles, LLP
for this exclusive event!

 

 CFO Bootcamp

 February 21, 2013
5:30pm-7:30pm
**Networking to follow!**

Register

Emerging growth businesses are running fast to achieve their goals.  An experienced CFO, even on an interim-basis, can create enormous value including spearheading a capital raise, being a strategic executive partner, and serving as cash flow watchdog.  Additionally, an experienced CFO wears many hats ensuring that key activities from hiring to lawyers to customers to investors are all properly managed.  These are just a few topics we’ll cover in the CFO Boot Camp :

  • What are the expectations of a quality CFO?
  • When do I hire a CFO and how do I find this person?
  • What is the best approach to properly capitalizing my company?
  •  How much equity should I give away and how do I set the valuation?
  • What do I need to prepare for prospective investors?
  • How do I present financial and non-financial data?
  •  How can I leverage the relationship with my new investors?

Featuring


Peter Trepp

Bio

Peter Trepp has over 20 years of experience as a CFO, COO and investment banker having built, financed and sold companies primarily in the technology sector. His areas of expertise include building ventures, raising capital, hiring/managing teams, and positioning companies for sale. Most recently, Peter was the founding CFO/COO of ServiceMesh, Inc., an award-winning enterprise cloud software company serving Global 1000 clients. Prior to joining ServiceMesh, he was Managing Director for Verdant Venture Partners, LLC, a Cleantech venture capital firm. Prior to that, he headed up Barrington Associates’ technology practice. Earlier in his career, Peter was a management consultant with KPMG Consulting (currently BearingPoint). He also served as President of the UCLA Anderson Alumni Association and was a member of the UCLA Anderson Board of Visitors. He earned a BA from UC Irvine and his MBA from the UCLA Anderson School of Management.

 Sponsored by

Stubbs Alderton & Markiles, LLP

1453 3rd Street Promenade, Suite 310

Santa Monica, CA 90401

 

Parking

4th Street/Broadway ramp or in the Santa Monica Place Mall

Hope to see you there!