Press Room

March 20, 2014

Montgomery and Willbur Present on Deal Terms

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. 

Tim Montgomery and Chad Willbur will discuss what deal terms mean to founders and early employees on Monday, March 24th at the offices of Davis Wright Tremaine LLP. Topics will include typical deal terms and how they affect founders and equity holders, 409A, stock options, and the characteristics investors and founders are each looking for in one another.

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. 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. Chad's prior experience includes a boutique consulting firm in the Pacific Northwest.

Seattle, WA
March 24, 2014

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