Annual Valuation Updates

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April 06, 2026

by a searcher from Columbia University in New York, NY, USA

For those who are in the seat on one or more businesses -- how do you go about updating the company EV for tax and stock reasons? Is it mandatory to run a formal 409A each year? Interested in efficient, inexpensive people who can bang out a value update each year for the portcos. Will gladly take references too.
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Reply by an intermediary
in New York, NY, USA
Vik - we do 409A valuations at FE International, where we have completed over 1,500 transactions and work regularly with PE firms on their annual portco valuations. Happy to chat - redacted
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