Workshop

Upcoming Events

The Pitfalls of Startup Valuation

Join us for lunch and learn about company valuation.

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 share 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.

Sponsored By:

WTAS Icogenex Bioincubator

Thursday, February 20, 2014

Icogenex Bioincubator
454 North 34th Street
Seattle, WA 98013

Lunch and Networking:
12:00-12:30 p.m.
Presentation and Q&A:
12:30-1:30 p.m.

Speakers:

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. ChadŐs prior experience includes a boutique consulting firm in the Pacific Northwest.

Past Events

January 22, 2014 Creating Your Business Plan: The Roadmap to Success
December 6, 2013 Copyright and Trademark Strategies for Startups
October 24, 2013 Playing By The Numbers
September 25, 2013 How Choice of Entity Affects Equity Fundraising
June 27, 2013 Intellectual Property Presentation and Meetings
January 15, 2013 Free Lab Supply Giveaway
April 17, 2012 WBBA Resources to Help Your Company Succeed