Services for High Tech Companies

Consulting services include:

IPO Prep - Companies preparing for their IPO often require assistance in financial statement disclosure issues, strengthening of their accounting systems, drafting SEC documents, and coordinating the internal IPO preparation process.

Post IPO Transition -  After completing an IPO companies often need advice and assistance to establish systems and disciplines for investor relations activities and to comply with SEC reporting requirements.

GAAP Application - Application of Generally Accepted Accounting Principles is often a difficult process and requires the assistance of professionals who are accustomed to their application to the unique issues within the high-tech community.

Audit Committee Guidance - Today's pressures and regulations requiring more activist audit committees lends itself to the use of knowledgeable advisers to the audit committee or independent outsiders who are intimately knowledgeable concerning the audit process as members of the audit committee.

Financial Management - Small high-tech companies often require assistance in the financial management process as a result of an overburdened CFO or the temporary vacancy in the CFO position.

Financing Alternatives - Early stage companies often require assistance in identifying and understanding the various sources of funding that may be available and in preparing to present themselves to the funding sources.

Mergers and Acquisitions (M&A) - Companies are often approached by or seek another company to merge with, acquire, or joint venture with to accomplish a strategic goal. These companies often need assistance in understanding the transaction, structuring the transaction, or determining the most advantageous route to accomplish the transaction.

Start-up Advisory Services - New companies often need assistance in many areas including: networking (organizing a team of compatible advisers), finding financing, building an internal management system infrastructure, engaging a part-time CFO or developing a business model and plan.

Accessing the U.S. Market - Companies entering the U.S. marketplace often need assistance understanding the U.S. business culture and regulations, networking with appropriate advisers, and establishing their initial presence in the U.S.

Fairness Opinions - The Board of Directors of a company often desire to have a knowledgeable independent outside party review a proposed financial transaction to provide comfort to the Board, that the proposed transaction is fair to a particular party or parties from a financial point of view.

Valuation related services:

Royalty Rate Studies - Establishing the appropriate royalty rate to use in transactions involving intellectual property is often a difficult process and requires the use of commercial databases, such as the FVG database.

Purchase Price Allocations - Whenever a company acquires another company, GAAP requires that the purchase price be allocated to the underlying tangible and intangible assets acquired by the company at Fair Value.

In Process R&D - Research and Development projects in process at the time of acquisition generally must be valued at fair value utilizing the guidelines and recommended best practices by the AICPA and the SEC.

ISO Pricing -Incentive Stock Options granted to employees must be valued for financial statement and tax purposes and are often valued quarterly as part of the management planning and/or financial reporting process.

Transfer Pricing - Tangible and intangible assets sold or licensed to a related entity must be transferred at fair market value in the order to be in compliance with U.S. and foreign tax regulations.

Fairness Opinions - One of the key elements of a fairness opinion is establishing the value of particular tangible and intangible assets that are part of the proposed financial transaction.

Expert Testimony - litigation involving a company often requires the use of an expert witness to establish the value of the company or a particular asset, establish royalty rates, or to determine the economic damages related to the infringement or causative action.

Business Enterprise Valuations - Companies often need to have the company or a minority interest in the company valued for merger and acquisitions, tax reporting, financial reporting, joint ventures, or business planning purposes.

Other Services:

Should you need professional services not specifically listed, please feel free  to contact one of our Managing Directors.  If we are unable to perform the required services, we will be happy to refer you to another professional who will be able to provide the requested services.