How the Connelly Decision Is Reshaping Business Valuations
The Connelly ruling redefines how life insurance affects valuation. Learn what it means for buy-sell agreements, estate planning, and business owners.
Estate Planning and Valuation Shifts You Can’t Ignore
Discover the latest shifts in estate planning and valuation in this overview from the 59th Heckerling Insitute conference. Learn how legal rulings, trust structures, and new tax laws are reshaping strategies for business owners, trustees, and advisors.
How to Navigate Portfolio Company Valuation Like a Pro
Navigating ASC 820 and ASC 946 can be complex—but ensuring portfolio company valuations are accurate and defensible doesn’t have to be. Discover the biggest pain points and how outsourcing to the experts strengthens valuation credibility, streamlines audits, and builds trust with auditors, investors, and stakeholders.
How a Valuation Expert Helped Resolve a High-Stakes Shareholder Buyout Dispute
Learn how a strategic valuation expert from Redwood helped resolve a shareholder buyout dispute in this case study. Discover the critical role of expert valuation, negotiation, and third-party mediation in achieving a fair buyout dispute.
Navigating Gift and Estate Tax Planning Amid Post-Election Uncertainty
Navigate the uncertainty of gift and estate tax changes with strategic planning. Learn how high-net-worth individuals can maximize tax advantages before exclusions drop in 2025.
Beyond the Exit: How Continuation Vehicles Are Changing Private Equity
Discover how continuation vehicles (CVs) are reshaping private equity, offering liquidity and growth for GPs and LPs. Learn why independent valuations from experts like Redwood ensure fairness, transparency, and regulatory compliance in high-stakes CV transactions.
Convertible Notes: Best Practices and Trends for Today's Valuation Experts
Learn how valuation professionals navigate the complexities of convertible notes in early-stage financing, from managing evolving accounting standards to best practices and market trends for accurate assessments.
Webinar Replay: Planning Your Token Launch
Redwood Valuation partner Kris Day recently sat down with Fenwick corporate partner Ryan McRobert and Toku chairman Michael Carter to share tips that can make or break your token launch.
The Evolving Role of Purchase Price Allocation in M&A: A Look into AICPA’s New Guidelines
Learn about the AICPA’s new guidelines for Purchase Price Allocation (PPA) and how they enhance the accuracy of intangible asset valuation, financial reporting, and tax planning.
The Fundamentals of Token Valuation
Learn the fundamentals of token valuation and its importance for Web3 entities. Understand key factors, including utility, market demand, and compliance, that influence token value and investor interest.
Common Valuation Issues in Buy-Sell Agreements and Buyout Disputes
Explore common valuation disputes in buy-sell agreements, including technical and nontechnical issues, and discover the critical roles valuation experts play in resolving conflicts and ensuring accurate business valuations.
Carta Valuations Questioned as Carta Is Accused of Misusing Its Clients’ Data
Learn about the allegations against Carta for misusing client data in 409A valuations and discover why switching to an independent provider like Redwood ensures secure, confidential, and defensible valuations.
Will the IRS Accept Carta 409A Valuations Amid Quality Concerns?
Discover the concerns surrounding the quality and reliability of Carta's 409A valuations, and learn why issues like missing key details, lack of transparency, and limited audit support could impact IRS acceptance and financial reporting compliance.
Valuation Considerations for Cryptocurrency and Tokens in Tax Reporting
The use of carried interests for wealth transfer planning by GPs can produce impressively successful results in shifting their wealth to future generations.
Complex Carried Interest Valuation Gets Additional Scrutiny by IRS
The use of carried interests for wealth transfer planning by GPs can produce impressively successful results in shifting their wealth to future generations.
The Changing Landscape for Portfolio Valuations
Even during a unique market dynamic involving when every new twist and turn seems “unprecedented”, the capabilities of the third-party appraiser makes the valuation process more digestible and the end-result more defensible.
Estate and Gift Valuation Planning in the 2020 Election Year
Planning for the possibility of increased tax rates, whether income, capital gains, or estate and gift taxes, is prudent
How a Sloppy 409A Valuation Nearly Cost This CFO $600,000
When selecting a 409A valuation provider, the cost of the analysis as well as the potential opportunity cost to the option recipients should be considered. The upfront cost of the valuation may be insignificant compared to the loss of future payout that results from hiring the wrong valuation provider.
Valuations for Estate and Gift Tax Returns: Why You Should Think About a GRAT Today
Any non-publicly traded asset that will be contributed to the GRAT would need to be valued by a valuation specialist. The IRS can – and will – take issue with taxpayers over the “correct” value of the reported assets. Therefore, being able to establish and support the value of these assets is essential.