Compliance

Guides

How to prepare for a 409A valuation

9 min
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409A Valuation safe harbor: what it means and how to qualify

8 min
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How to choose 409A valuation provider

10 min
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What happens if you skip getting a 409A valuation?

8 min read
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ASC 718: Stock-based compensation reporting for founders

5 min read
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BOI Reporting: A Startup's Guide to Beneficial Ownership Information

3 mins
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Qualified Small Business Stock (QSBS), explained

5 mins
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Understanding the real cost of 409A valuation

5 mins
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83(b) elections: A guide for startup teams

5 mins
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409A Valuation, explained: the essential guide for startups

8 mins
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Frequently asked Questions

• What tools help manage board and shareholder resolutions for equity actions?
• How do startups keep equity records compliant for audits?
• What does Cake handle, and what do I still need a lawyer for?
• Is Cake ready for a Series A audit?
• Does Cake track NSO and ISO splits automatically for compliance?
• Does Cake include 83(b) election reminders for early equity holders?
• What makes Cake's 409A different from other providers?
• Do I need a new 409A every year?
• Does Cake's 409A follow IRS safe harbor requirements?
• Is a 409A required before issuing stock options?
• How much does a 409A cost on Cake and how long does it take?
• What happens to my 409A history when I migrate from Carta to Cake?