The Pitfalls of Startup Valuation
Hosted by WTAS and Icogenex Bioincubator, The Pitfalls of Startup Valuation will take place Thursday, February 20, 2014 at the Icogenex Bioincubator in Seattle, Washington from 12PM to 1:30PM.
WTAS speakers Chad Willbur and Tim Montgomery will cover the aspects of valuation that effect founders and employees the most. Topics will 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.
Since 2002 Icogenex has subleased to over 45 companies. To accommodate a growing need for plug-and-play lab space and to allow companies access to affordable lab space, Icogenex expanded its footprint in the facility in 2003 and again in 2005. The facility now has a total of 13,400 square feet of office and wet lab space. Icogenex Bioincubator is designed to meet the needs of startup and small companies in the life science sector with a focus on molecular and cellular biology and chemistry activities, allowing your business to be successful without the concerns of facility management, safety program oversight and equipment needs.
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. ChadÕs prior experience includes a boutique consulting firm in the Pacific Northwest.
Thursday, February 20, 2014