Accuserve Inc- Fair Market Value, 409A valuation, 123R valuation, US GAAP valuation, Intellectual property valuation, Term sheet advisory, Performance benchmarking

" We were truly pleased with AccuServe's services. The price was right. The customer service was excellent. The quality of the valuation - superb. AccuServe professionals took their time to understand our business model using structured questionnaires and surveys. They worked diligently and expeditiously to meet our time schedules."

- Mark Suster, CEO, Koral Technologies, Inc. (now SalesForce.com)

“Thank you very much for producing such an excellent report. I am very pleased!
We will certainly keep you in mind in our future business development and will not hesitate to strongly recommend your services to other potential clients.”

- CEO & Chair, Board of Directors, Emerging search engine technology provider

"AccuServe professionals were thorough and exhaustive in financial analysis and valuation modeling. They build models that conform to popular valuation standards and can stand up to scrutiny. All this for a great price! I am very satisfied with their work."

- CEO, Consumer Electronics focused Search Engine Company

AccuServe US Advisory Services

AccuServe can help firms in

Capital Raise through leveraging our relationships with venture capital firms, private equity firms, hedge funds, high net-worth and other related investors that have sought our services for their portfolio firms. We have valuable relationships with a strong set of financial intermediaries that actively recommend our services to private firms around the nation and overseas. We also have active relationships with Wall Street firms and international fund managers.
Preparing Strategic Plan documents, Business Plan documents, Corporate Overview, Industry Analysis, Competitor Analysis, and Executive Summary documents designed to capture investor interest and aid in competitive advantage.
Creating Revenue, Cost and Balance Sheet drivers - enabled detailed financial analysis and projections. Multi-stage cash flow projections to capture your business' varying growth models and risk profiles.
Negotiating Term Sheets including structuring of preference and conversion ratios based on scenario-based payoff diagrams (See our Value Allocation page).
STRUCTURING SECURITIES FOR FOUNDER STOCK SALES - Founder stock sales have a large impact on 409A tax assessments as high common stock values imply a large fair market value. New approaches are being designed to minimize the impact of founder stock sales during 409A transactions. With delayed liquidity exits, founder stock sales have gained prominence in recent times.

Recent engagements:

June-July 2007: A study on pros and cons of utilizing a mix of equity and debt capital through private equity investments versus straight financing from public sources like SPACS and reverse mergers into shell companies.
July-August 2007: Application of modified binomial model with event-based discrete dividends for valuing a derivative security called profit interests grant for a closely held asset management company based in New York city.
Jan-Feb 2008: Structuring and valuing a special option-like instrument that will replace traditional common-stock based employee stock options. The structured security is designed to incent the management staff of a privately-held IT service provider.
July-Sep 2008: Developed a detailed financial forecast model and business enterprise value for a company that has developed an industry leading software for the marketing automation systems industry. Advised the client on the setting the right set of parameters to achieve an optimal value for M&A purposes.
Sep-Nov 2009: Valued the takeover of media-related assets held by a special purpose vehicle created for the purpose of absorbing bankrupt assets of a defunct digital media company.