Alternative Investment

409A Valuation: When and Why it Pays to Assess Your Fund’s Income

Anyone running a fund structure needs to know that valuation is a critical aspect of the job, from both an audit and tax perspective. Skip this process and you risk potentially serious tax consequences.

To give you deeper insights on the topic, we tapped our friends at Houlihan Capital, a leading valuation, financial advisory and investment banking firm based in Chicago. Download the guide below to find out what you need to know about 409A valuations from the experts, including information about how 409A valuation is determined, who it applies to, and when you need one.

To learn more about the services Richey May provides to the alternative investments industry, visit our webpage or contact Steve Vlasak.