Videos August 05, 2022 When Do I Need to Get an IRC Sec. 409A Valuation for My Stock Options or Stock Grants?

A 409A valuation is used by private companies to assess the fair market value of their stock. In this video, you’ll learn when a 409A valuation is necessary, the length of time in which it is valid, and which events trigger the need for an update

Videos June 22, 2022 How to Align Your Company with ESG Ratings

What does it take to get real value out of your ESG framework and how to properly integrate it into your company's business operations for maximum impact.

Videos June 01, 2022 Capital Raising: What Are My Options—and How Do I Approach Investors?

In this video, you’ll learn about various options for raising capital, tips for creating your potential investor list, and how to approach investors.

Videos May 10, 2022 Beating the Odds – Achieving Post-Transaction Satisfaction

Lisë Stewart and Alan Wink discuss some of the important steps—such as conducting prior planning and having the best transaction team possible—to achieve that selling some or all of your business is a positive experience.

Videos April 22, 2022 Beyond the Magic Number – What to Plan for When Anticipating an M&A

Lisë Stewart and Alan Wink will share some of the important elements of making sure the transaction is successful, for all parties involved.

Videos April 22, 2022 What Technology and Life Sciences Companies Need to Know about being Acquired by a SPAC

Becoming a public company through an acquisition by a SPAC is an alternative to the traditional initial public offering (IPO). In this video, you’ll learn some key considerations that a technology or life sciences company should keep in mind before b…

Videos April 13, 2022 Hitting the Right Number on an M&A Deal

All owners of private companies want to maximize the value of their equity. Understanding the key elements of value creation will certainly help a company achieve the right number upon exit. Appropriate planning and execution will achieve superior re…

Videos April 01, 2022 Going Global: How to Report Your Foreign Operations for Tax Purposes

In this video, we’ll examine why reporting on foreign operations for tax purposes is an important matter for technology and life sciences start-ups doing business abroad.

Videos March 16, 2022 SAS 136: What It Means for Plan Sponsors

What are the key components of SAS 136, which is effective for December 31, 2021, plan year-ends, and its impact on 401(k) and other ERISA plans and their corresponding plan sponsors.