Auto Retail M&A: 2025 Review and 2026 Outlook
Auto dealership M&A remains active but increasingly complex. Read this to learn more about consolidation trends, valuation dispersion, and shifting buyer expectations.
The Biotech Reset: Capital Returns with Conditions
Biotech funding is returning, but on different terms. Larger late-stage rounds, a cautiously reopening IPO window, and more disciplined investors are reshaping how biotech companies raise capital and what it takes to support a defensible valuation.
The Impact of AI on SaaS
Artificial intelligence is reshaping the SaaS model. Venture capital is concentrating around AI-enabled platforms with proprietary data, outcome-based pricing, and defensible advantages that influence how software companies grow and are valued.
409A PWERM Method Explained: When Probability-Weighted Valuations Make Sense
Understand when PWERM is appropriate for 409A valuations, how it compares to OPM, and what assumptions must be defensible under audit scrutiny.
409A Valuation After a Down Round: What Founders Need to Know
After a down round, your 409A needs updating. Learn what the IRS requires, how equity value changes, and how to protect employees from tax risk.
Why Your SaaS Company's 409A Valuation Is Not Like Other Businesses
High-growth SaaS companies require a different 409A valuation approach. Learn how recurring revenue models, growth dynamics, and safe harbor affect compliance and equity value.
Tokenizing Real-World Assets: What It Means for Valuation
Tokenized real-world assets are changing the way assets are owned and valued. As finance moves on-chain, valuation professionals must adapt with modern tools, broader perspective, and flexible frameworks.
Adequate Disclosure of Gifts and Transfers of Business Interests: Why Documentation Matters
Ensure business ownership transfers are IRS-defensible. Learn what adequate disclosure requires on Form 709, and other related forms, and how a well-supported valuation reduces audit risk.
Key Updates Founders Should Know About QSBS in 2025
New QSBS rules under the One Big Beautiful Bill Act expand eligibility, raise exclusion caps, and shorten holding periods. Learn what founders need to know in 2025 and how Redwood can help document eligibility through defensible valuation.
There’s Been a Major Update to QSBS and Here’s How Founders Can Benefit
New 2025 QSBS rules mean more founders can save millions in taxes. See what changed and how Redwood can help document eligibility through your 409A valuation or as a standalone engagement.
What Triggers a Goodwill Impairment Test? A Practical Guide for CFOs and Controllers
Discover the key triggers for goodwill impairment testing under ASC 350. Learn how CFOs and controllers can spot issues early, meet compliance, and avoid audit risk.
Why Fund Managers Should Reconsider Their Valuation Approach in Today’s Market
A changing market requires a recalibrated approach. With fewer financing rounds, increased audit scrutiny, and longer hold periods, fund managers can no longer rely solely on last-round pricing. Here’s why robust third-party valuations are more essential than ever for financial reporting.
Washington State’s New Estate Tax Law Effective July 2025: Key Provisions and Implications
Learn how Washington’s new estate tax law—effective July 2025—raises the exclusion threshold, increases top tax rates to 35%, and expands deductions for family businesses and farms. A must-read for estate planners, attorneys, and high-net-worth individuals navigating the changing landscape.
Intellectual Property Valuation: Methods and Approaches for Strategic Decision-Making
Understand IP valuation methods, when valuations are required, and how to ensure audit-defensible results in M&A, tax, and strategic planning contexts.
Estate vs. Gift Tax: What Advisors Need to Know About Valuation, Strategy, and Compliance
Estate and gift taxes may share an exemption, but they differ in timing, reporting, and strategy. This guide breaks down the key distinctions and explains why accurate valuation is essential for compliance and audit readiness.
Valuing Illiquid and Pre-Launch Tokens: A Guide for Law Firms and Their Clients
Learn how law firms can protect clients launching crypto tokens from costly tax exposure and regulatory missteps. This guide breaks down pre-launch token valuation, 83(b) elections, IRS/SEC compliance, and Redwood’s defensible methods.
Step-Up in Basis Rules: What Really Happens When a Partner Dies and Why Valuation Matters
Step-up in basis plays a key role in effective estate planning, but in partnerships, it can get complicated fast. Learn what impacts step up, why valuation matters, and what valuation professionals and advisors need to know.
Trust Modifications: How They Impact Business Valuation and Tax Planning
Trust modifications are on the rise, but changes to irrevocable trusts can impact business valuations and trigger tax exposure. Learn how tools like NJSAs and decanting affect fair market value and how to protect your strategy.
Will the IRS Have Less Power? Understanding the Supreme Court’s Anti-Regulatory Shift
Explore how recent Supreme Court rulings may limit IRS authority and what estate planners, tax attorneys, and valuation professionals need to know to stay compliant.
Purpose Trusts: The Future of Business Succession Planning?
Explore how purpose trusts are reshaping succession planning and the valuation challenges advisors must navigate to support mission-driven ownership.