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How do I add a 409A valuation to my Cake plan?

Two 409A valuations a year come with an annual Team or Pro plan.

Need more than two, or you are on Build? Add them for $1,500 USD each, at any time.

Move to a plan that includes them

  1. Click Upgrade at the top of any page

  2. Choose your plan and annual billing

  3. Confirm

Or add one to the plan you are on

  1. Go to Compliance → 409A

  2. Click Add to plan

  3. Complete the purchase

Start straight after payment confirms.

409A valuations are only available on annual plans. On monthly billing, switch to annual first.

Plans and what each includes are at cakeequity.com/pricing.

What happens next

Click Start 409A now to begin. How to start your 409A valuation in Cake covers the submission and what to have ready.