Our Process

Barnet Associates Financial Services, with the assistance of the Client’s management and participation with other Client personnel and members of the Client’s Board of Directors will prepare a common stock valuation for the purposes of granting stock options based on the: business and industry description; standard valuation considerations; capital structure; acquisition potential; comparable companies; venture capital funding; partnership and alliance opportunities; expected product adoption rates and performance to date compared to plans as applicable.

Steps

  1. Interviews
    1. Client to provide access to management and directors/investors for interviews
    2. Barnet Associates Financial Services to interview management and directors/investors as appropriate
    3. Client and director/investors to provide information relating to:
      1. Business and industry
      2. Acquisition potential and other similar Client acquisition values
      3. Comparable companies
      4. Partnership and alliance opportunities with major industry players
      5. Expected product adoption rates and hurdles in the marketplace to release and acceptance of the product
      6. Management team and work force and work force skills
      7. Major investors
      8. Attractiveness of industry segment
      9. Business challenges including marketplace and major competitors, barriers to entry, competitive forces, existence of proprietary technology, product, or service, strategic relationships
      10. Risk factors faced by the enterprise
  1. Client will provide copies of business information including
    1. Financial Statements
    2. Business Plans
    3. Corporate Documents
    4. Investor Presentations
    5. Management and Organization
    6. Marketing Information
    7. Description of key assets and liabilities
    8. Other information as required
  1. Barnet Associates Financial Services reviews and analyses above information along with publicly information and prepares a draft report.

  2. Client reviews draft document with management.

  3. Barnet Associates Financial Services provides Client with final report.

 

         
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