Aside from 409A, what other valuation services does Carta provide?

Valuation services outside of IRC Section 409A include (but are not limited to) deal structuring, litigation, enterprise valuations, gift and estate valuations, etc.

Carta currently provides the following types of valuations:

  • IRC Section 409A/ASC 718

  • ASC 820

  • Liquidation threshold valuations for profit interest units of LLCs

  • Business Enterprise

  • Gift & Estate Tax

  • Warrant