June 10, 2026

Private Annuity Valuation in Estate Planning: Structuring Payments Around Fair Market Value (FMV)

Wealthy families face a recurring problem. They hold appreciating assets that keep growing inside their taxable estate, and every dollar of future growth becomes a future […]
May 8, 2026

Understanding the OPM Backsolve Method for 409A Valuation: A Comprehensive Guide for Startups

Valuing equity in a privately held startup is never simple. Multiple preferred share classes, complex liquidation preferences, and evolving capital structures make standard methods fall short […]