Meet Carta’s ASC 820 team


Carta has built an ASC 820 valuations team with substantial experience and expertise. Our team has delivered more than 20,000 valuations over the course of their careers. They ensure customers understand the valuations process and receive the support they need to stay compliant.

Chad Willbur- General Manager, Valuations

Chad Willbur is the general manager of the Carta valuations team. Prior to joining Carta in 2017, he was a Director of Valuations at Andersen Tax and a Director at Quist financial, among other senior valuation leadership roles. Chad has conducted thousands of valuations for companies and funds across a wide range of industries since 1999.

Aaron Jacobs- ASC 820 Valuations Director

Since 2011, Aaron has completed over 2,500 valuations with a focus on tax compliance and financial reporting under ASC 820 and IRS section 409A. Prior to joining Carta, Aaron led and managed the valuation process and financial reporting team at Frazier Healthcare Partners.

Stephanie Wittrock- ASC 820 Valuations Manager

Stephanie has completed thousands of valuations focused on financial reporting and tax compliance under ASC 820 over the course of her career. Prior to joining Carta, she was a Senior Valuation Analyst at Andersen Tax, LLC. 

Our team

Chad, Aaron, and Stephanie lead our expert team of ASC 820 valuation analysts at Carta. Our best-in-class technology enables our team to provide our customers with the highest level of support and service. In addition to ASC 820 valuations, Carta also offers fund administration for VC firms. Reach out to us if you’d like to learn more.  

DISCLOSURE: This communication is being sent on behalf of Carta Investor Services, Inc. (“Carta”) an affiliate of eShares, Inc. dba Carta, Inc.  This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

Subscribe

Stay up to date with monthly blog highlights

© 2020 ESHARES, INC. DBA CARTA, INC.