Stock-based compensation under ASC 718, built on 409A valuations I’ve stress-tested the way auditors do: PFI, DLOM, discount rates, and the secondary sales hiding in your board minutes. From cap table to workpaper to audit binder, handled end to end.
Startups issuing options or RSUs. Companies approaching an audit or a 409A refresh. Anyone with secondary sales the auditors want explained. Anyone whose stock-comp spreadsheet has quietly become a liability.
✓ 409A assumption review and finalization: PFI reasonableness, DLOM, discount rates, challenged the way auditors challenge them
✓ Secondary transaction analysis: board minutes and secondary sales reviewed for their impact on fair value and SBC
✓ ASC 718 stock-compensation accounting from finalized valuations
✓ Cap-table administration, reconciliation, and ERP integration
✓ Audit-ready, defensible workpapers
✓ Coordination with your valuation firm and auditors to get 409A and SBC to the finish line.
“15 quarters of 409A valuations, stock compensation, and cap-table work across venture-backed companies.”
Tell me where it hurts. I’ll map your fastest path to clean books and a calm close.
Focus on Growing Your Business,
Trust the Accounting to Us
