Do you still fondly remember the old days when boards of directors could easily set the stock option price for privately-held companies? Well, those days are gone, ever since the introduction of Section 409A of the tax code with its collection of new standards and large penalties.  While it was designed to clarify the way to properly value the underlying common stock, to some degree, it has just made it more difficult and costly.

And that’s where we can help. Join us on Wednesday, June 6th at 2:00 p.m. ET as we present “Straight Talk on Sec. 409A Valuations: Getting It Right the First Time” which will offer best practices and strategies in pursuing and securing a 409A valuation for your organization.

Our expert panelists will review the framework of a Sec. 409A valuation and explain how to be prepared in advance, including:

• Why you should consider getting a 409A valuation and the tax, financial reporting and legal consequences of non-compliance.
• When is the right time to get your first valuation and how often you’ll need an update.
• What information you’ll need to provide to your valuation, legal and audit service providers.
• Common problems and pitfalls you will want to avoid.  
• What do do if you are unsatisfied with your valuation.

Our speakers include:

	David Broadwin, Partner, Foley Hoag	Channing Hamlet, Managing Director, Cabrillo Advisors	Ed Sullivan, Audit Partner, KPMG	Gary Levine, CEO, Corporate Focus

To register for this webinar, please visit http://www.corporatefocus.com/409a-webinar

For questions or more information, contact: info@corporatefocus.com.

SAN DIEGO, CA – April 5, 2012– Cabrillo Advisors, LLC, a national financial services firm, is excited to announce the addition of Kelly Vargas as their new Controller. 

SAN DIEGO, CA – March 27, 2012 – Cabrillo Advisors, LLC, a national financial services firm, is pleased to announce the addition of Nick Fox as General Counsel to its Shareholder Representation team and the engagement of the shareholders of cGate Health Inc., its first post-sale representation client.  cGate is a medical software development company which provides SaaS (Software-as-a-Service)-based mobile and desktop solutions that enable real-time ordering, results management, and collaboration of clinical laboratory information for physicians, nurses and clinicians. 

SAN DIEGO, CA – February 15, 2012– Cabrillo Advisors, LLC, a national financial services firm, is excited to announce the addition of Chris Dougherty as a Director to its Valuation practice.  Chris, formerly with PwC’s Valuation practice in New York, brings significant experience assisting clients with valuation matters relating to intangible assets and equity and debt securities for the purposes of financial and tax reporting…

SAN DIEGO, CA – November 16, 2011– Cabrillo Advisors, LLC, a national financial services firm, announced today that it completed a fairness opinion for a leading enterprise software business in connection with a tender offer to provide liquidity to minority shareholders.

Now is the time to begin the process of complying with the accounting procedures mandated by:

• ASC Topic 350 (Intangibles – Goodwill and Other), as recently amended by ASU 2011-08, ASC Topic 805 (Business Combinations)… ASC…. Topic 805 (Business Combinations), ASC Topic 820 (Fair Value Measurement and Disclosures)

SAN DIEGO, CA – September 15, 2011– Cabrillo Advisors, LLC, a national financial services firm, announced today that it will begin offering shareholder representation services.  Cabrillo currently serves over 400 venture backed companies on matters of M&A and valuation, and sees this new role as a natural extension of its service offering. “We see an opportunity to extend our service to clients from formation through exit and now through closure of escrow and release of funds to the investors” said Wade Hansen, Founder and CEO of Cabrillo. “The venture community has clearly embraced the outsourcing of the shareholder representation function, and in talking with our clients, we heard clearly their desire for another option as to who can perform this critical role.”

As trusted advisors on complex matters for more than a decade, Cabrillo’s team brings to bear highly refined analytical capabilities along with sophisticated transactional perspective in service to the shareholder. In addition to general escrow claims, Cabrillo understands that a significant number of claims made post-closing are generated through a working capital adjustment. Cabrillo works with clients in advance of closing to analyze and project the company’s working capital at closing to reduce the working capital adjustments, safeguard deal escrows, manage post-deal earn-outs and maximize the deal proceeds paid to its clients.

About Cabrillo Advisors, LLC

Cabrillo Advisors provides clients with high quality solutions for business valuation, mergers and acquisitions and post-sale shareholder representation. Our experienced team serves the most dynamic public, venture and private equity-backed companies across the nation. Top attorneys, CPAs, investors and business advisors rely on Cabrillo’s services to fulfill the needs of the companies they represent. With deep expertise in a wide range of industries, Cabrillo is equipped to deliver consistently high quality work to clients at a fair price. For more information, please contact Wade Hansen (whansen@cabrilloadvisors.com) or visit www.cabrilloadvisors.com.