Download a free 409A sample report

Get clarity on what a 409A valuation report includes, so you can make informed choices when selecting providers. This sample report offers a preview of the detailed analysis you can expect when working with Carta. While for informational purposes only, it reflects the quality of our actual reports.

The importance of 409A valuations

A 409A valuation is vital for companies issuing stock options to U.S. tax residents. It helps a company determine the fair market value of a its common stock and avoid tax penalties related to inaccurate stock option pricing.

Choosing a reliable provider

Having an independent 409A valuation helps to ensure compliance and “safe harbor” with the IRS. To receive a detailed valuation report that meets IRS standards, you’ll need to select a reputable provider with industry expertise and a transparent process you can trust.