When Should a Company Get a 409A Valuation? Key Triggers to Know A company should get a 409A valuation during key triggers like issuing stock options, raising a funding round, experiencing major financial changes, or approaching year-end. Startups must refresh valuations every 12 months or after significant events to stay IRS-compliant, ensure accurate pricing, and avoid potential tax penalties for employees. https://allventurehub.com/when-should-a-company-get-a-409a-valuation-key-triggers-to-know/