Kotrike Financial Advisory Services stands for high quality Valuation and Advisory, Financial research, financial modelling and database management services.

Our core business :

 Valuation and Advisory

  • IRC 409a (Cheap Stock Valuation) Valuation of stock for privately held companies
  • ASC 718 (SFAS 123R)– Valuation of stock options issued as compensation to employees and others
  • ASC 815 (SFAS 133) – Valuation of Embedded Derivatives and Complex Financial Instruments (Monte Carlo Simulation and lattice models)
  • ASC 820 (SFAS 157) - Portfolio Valuation for Private Equity and Venture Capital firms
  • ASC 805 (SFAS 141R)- Purchase Price Allocation
  • ASC 350/360 (SFAS 142/144)–Impairment Testing for Goodwill and Long Lived Assets
  • IRC Sec. 382 Study – Carry forward of NOLs
  • C-Corp to S-Corp Conversion
  • Business Valuation for Tax and Management planning purposes

 Financial Research and Database    management 

  • Industry Research
  • Company Profiling
  • Corporate Dashboards
  • Capitalization Table Management

Financial Modelling 

  • Management Projection Analysis
  • Financial Projections and Budgetary tools
  • Investment Portfolio Analysis