Cover Image for Ask the Expert: Valuations, Grants & QSBS
Cover Image for Ask the Expert: Valuations, Grants & QSBS
Private Event

Ask the Expert: Valuations, Grants & QSBS

Hosted by Pando & Colin McCarthy
Zoom
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About Event

Valuation tools and tradeoffs for maximizing the wealth created by your startup

In this 60‑minute online session, Isaac Salem, VP at Teknos Associates, will share how to think strategically about valuations and the tradeoffs that can have real financial consequences down the road.

Isaac will kick off with a brief overview, then dive into a live “Ask the Expert” conversation, where your questions will guide the discussion.

Expect a candid, tactical session exploring:

  • The implications of common startup valuations — from 409A valuations for stock‑based compensation to fair market value of contributed assets, and how they affect future financial returns

  • Grant, exercise, and transfer earlier rather than later — why earlier option grants can mean lower exercise prices, what to know about 83(b) elections, and how to weigh optionality against tax savings

  • Qualified Small Business Stock (QSBS) — how it can significantly reduce (or even eliminate) capital gains taxes, plus what qualifies in terms of business type, company size, and holding period

Bring your questions and get direct, practical guidance from someone who’s helped founders at every stage.


​About Teknos

​Teknos Associates is a Valuation Advisory & Consulting firm focused on early-stage, venture backed, emerging technology companies covering valuation for Tax, Financial Reporting, Transactions, and Litigation. Our expert team stands out for our responsiveness, flexibility, and in-depth industry expertise.


​About Pando

​Pando offers a one-stop shop for founders to get the peer community and support they need to be successful. We match you with a cohort of 8–10 impressive founders interested in building enduring relationships with brilliant and ambitious peers.

​We have a network of 300+ extraordinary founders and business leaders, who have raised from 750+ unique investors. Our founders have raised $3.6B and run companies valued at ~$8B.