Our ServicesSycamore Park's valuation services cover a wide range of engagements, from 409A valuations to complex financial instruments. We utilize a collaborative and methodical process during each engagement to ensure all relevant factors are incorporated.
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Financial and Tax Reporting | Strategic Planning | Mergers and Acquisitions
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Our ClientsStart-ups / VC BackedWe have been working with start-ups since the 1990s before IRC Section 409A existed. We have performed thousands of valuations and assisted start-ups ranging from one person with a concept to pre-IPO companies, across a wide variety of industries. The journey from start-up to a successful exit can be challenging and rewarding, and you can rely upon our expertise through every step of the process. Participating preferred, secondary transactions, convertible debt, warrants, phantom equity, SAFEs, etc. – whether simple or highly complex, we can help you understand how these circumstances impact the value of your common stock.
IPO TrackMany of our IPO track and successfully executed IPO companies have been with us since their first round of financing. IPO track companies typically start their IPO readiness 12-24 months prior to an expected IPO. During this time companies need assistance with the following:
Public / Larger Private CompaniesThese companies often have the most diverse set of needs – from valuations for strategic planning purposes, spin-outs, emerging from bankruptcy, estate and gift tax planning to purchase price allocations. Additionally, the interdependent nature of having complex accounting issues, numerous stakeholders involved, and audit / SEC review all increase the demands on the organization. With decades of experience, we bring our expertise and streamlined approach to get your valuation done efficiently while working collaboratively with all parties.
Pass Through EntitiesPass through entities can have more creative capital structures than a typical C-corporation. With greater flexibility around taxation and corporate governance, pass through entities have the ability to create unique, customized rights which can range from simple and straightforward to extremely complex. In the past few years, we have seen an increase in the number of start-ups using a pass through structure and raising investor funding. These type of start-ups typically grant profit interests for employee incentive purposes and use our services to assist with setting threshold values for profit interests, fair value measurements and estate and gift tax.
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Industries We ServeTechnology
Healthcare
Consumer
Industrials
Communication
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