NEXT Partner Webinar: Intro to 409A Valuations by Morgan Stanley at Work

Join NEXT Partner Morgan Stanley at Work to learn everything you need to know about a 409A Valuation. What is a 409A Valuation? When does it come into play? What are the common methodologies used and how are they applied? How do preferred rights and preferences play a role?

Join NEXT and Morgan Stanley at Work to learn all this and more.

Presented by Steve Liu, Co-Head of Shareworks Valuation Services Steve is responsible for leading the valuation practice and executing valuation opinions for private companies.

Steve previously was the valuation practice leader at SVB Analytics. Prior to that, Steve worked with Deloitte and KPMG for more than a decade in New York and San Francisco respectively, managing both domestic and international clients that ranged from startup to Fortune 100 companies. Steve has a master’s in business administration from the Stern School of Business (NYU), and master’s and bachelor’s degrees in engineering from The Cooper Union for the Advancement of Art and Science. He has received the designation, Accredited Senior Appraiser (ASA), from the American Society of Appraisers in Business Valuation.

This webinar is presented by MS at Work and not NEXT powered by Shulman Rogers.