The fair market value of a company’s share provides you with a rough estimate of certain stocks in the open market. 

Note: the FMV of a company’s 409a valuation is applicable for 12 months after the valuation date unless there is a significant material event. 

The uniqueness of Eqvista is that you can add fair market value. It also keeps track of all your records and previous valuation results. Check out our support guide to learn how to add fair market value on Eqvista. 

The FMV of your company’s shares can be changed and deleted by you. Still unsure how?

Here are the steps to follow:

Step 1: Log into your Eqvista account and select the company account to edit the fair market value. 

Eqvista login

From the dashboard, click on “409A Valuation” on the left-hand side of the menu. 

409a valuation

Step 2: Once you do this, you will be redirected to the following page. 

Manage FMV

Here, click on “Manage Fair Market Value (FMV)” on the right-hand side of the page.  

Step 3: Once you do this, you will be redirected to the next page where you can edit the fair market value.

Note: The fair market value can be added by clicking the Add Fair Market Value“. To further understand about adding fair market value, check out our support article.

Previous valuation

Step 4: To edit the values, click on “Action” on the right-hand side to get the mini drop-up menu as shown below.

Edit valuation

Here, you will see two options – edit and delete. Edit is for changing the details, and the delete option will delete the valuation.

To edit, click on “Edit”.

Step 5: By doing this, you can change the fair market value, total valuation, source, expiration date, and select share FMV as shown below. 

Note: The fair market value can be shared with shareholders who are given shareholder access by selecting “Yes” in share FMV

Once you have done this, click on “Save”.

D:\Eqvista\Publish\Screenshots\FMV Addition\FMV Addition-6.JPG

For more information about Eqvista’s other features, check out our support articles and knowledge base. To get started, contact us right now!

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