Carta Collective

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409A Valuation Prep Checklist 

04-25-2023 11:43

This step-by-step guide gives you a checklist of items that need to be completed in order to prepare for an upcoming 409A valuation. This includes preparing historical finances, cap tables, forecasts, and comparable companies. 

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Carta_409A_Checklist.pdf   1.57 MB   1 version
Uploaded - 04-25-2023