Pulley’s shutdown could complicate year-end ASC 718 audits for companies that relied on its stock-based compensation reporting. This guide explains which records finance teams should save before Pulley becomes inaccessible, how Pulley calculated stock compensation expense, what to reconcile after migrating platforms, and where 409A valuations fit into the audit trail. 

With Pulley shutting down, companies need to decide who will handle their next 409A valuation. This guide compares common 409A valuation provider models, outlines five questions to ask when evaluating alternatives, and explains where Redwood fits for companies moving their valuation work from Pulley.

Pulley’s shutdown does not automatically require a new 409A valuation. Learn the four situations that may require a refresh, how the 12-month window applies, and how to plan your next 409A valuation as you transition from Pulley.

Pulley’s migration path points customers toward Carta for future 409A valuations, but companies can still use an outside valuation firm. This article explains how non-Carta 409A valuations work, what Pulley’s shutdown means for your existing valuation, and what to review in your Carta agreement before choosing your next 409A valuation provider. 

Pulley’s shutdown does not automatically invalidate an existing 409A valuation, but it can create issues around records, support, and future valuations. Learn when a Pulley 409A valuation remains usable, what can make it stale, and what Pulley customers should do before transitioning to a new valuation provider. 

Pulley customers should preserve their valuation records before access changes during the shutdown. This checklist covers 12 records to download or assemble, including historical 409A valuation reports, cap tables, financial forecasts, financing documents, grant approvals, ASC 718 reports, and audit-support records. It also explains how to organize your valuation history and prepare for a transition to Redwood or another valuation provider. 

A cap table tracks a company’s ownership and equity records, while a 409A valuation determines the fair market value of common stock. This article explains the difference, why valuation support matters when changing providers, and what Pulley customers should consider as they migrate their cap table and prior 409A valuation work.

Pulley customers moving to Carta should confirm who will support and defend their historical 409A valuations after the transition. This article explains what Carta’s assisted migration does and does not publicly address, what companies should ask before relying on an inherited valuation, and how Redwood can provide independent 409A valuation and audit support.

With Pulley shutting down, companies may need a new 409A valuation provider. Learn how to switch from Pulley to Redwood, what records to transfer, how prior valuations are handled, and how Redwood supports audit questions during the transition.

Pulley is shutting down and transitioning customers to Carta, raising an important question for companies with Pulley-issued 409A valuations: who will support those valuations if they are challenged? Learn what Pulley customers should consider when choosing independent 409A valuation support.

Pulley is shutting down and transitioning customers to Carta. This article examines the market pressures and business dynamics surrounding the closure, what consolidation could mean for customers, and why companies should consider how the transition affects their 409A valuation support.