409A Valuations

Is It Time for a 409A Valuation?

Take this brief quiz to assess whether a new valuation may be needed.

Frequently Asked Questions

A 409A valuation is an independent appraisal used to determine the fair market value of a private company’s common stock for equity compensation purposes.

Many companies obtain a new 409A valuation at least annually or after material events such as a fundraising, liquidity event or significant business change.

Many companies obtain a new 409A valuation at least annually or after material events such as a fundraising, liquidity event or significant business change.

No. This quiz is informational only. Companies should consult their legal or tax advisors to determine whether a 409A valuation is required.

Insights for a Modern Workplace

Disclosures

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice.  You should always consult with and rely on your own legal and/or tax advisors.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

CRC 5227989 (03/26)

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