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Business Valuation Partnerships

WHY CHOOSE INTELEK

We Don’t Just Provide Business Valuations, We Develop Strategic Partnerships

Our partnerships are mutually beneficial, strategically aligning the needs of your firm so your clients receive the right valuation to the same professional and reliable standards you provide. 

Design the right partnership program for you, built on delivering the best valuation services to your clients.

Ask about our pilot programs.
01

Getting Started

Enjoy having a professional and mutually beneficial partnership, with clear objectives and deliverables, be that maintaining independence, quality control and or margin improvement.

02

Executing the Partnership

If you have sporadic valuation needs for your clients or developing a consistent pipeline of valuations, InteleK creates sustainable partnerships that most importantly provides a partner you can trust and rely on.

03

Long lasting relationships

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The Benefits of Partnering With InteleK

Combined Value Proposition

We achieve more as a partnership than we do individually.

Connect With Your Clients

We provide the materials making it easy to educate your clients on valuation services, purposes, & benefits.

Lowers Your Risk

Use the valuation advisory experts who always remain independent of your clients.

Protecting Your Clients

Maintain the relationship with your client, avoiding them going to your competition

Bottom Line Profits

Utilising a professional resource as an extension of your firm, gaining referral fees direct to your bottom line

Peace of Mind

Knowing that InteleK looks after your clients like you do.

Our Valuation products

Valuation Products Fit For Your Partnership´s Requirements

Regardless of your business valuation needs, InteleK has the right partnership structure for you.

Independent Valuations
Referral Valuations

Independent (3rd Party) Valuations

Independence is becoming more scruitanised across valuations for the IRS, litigation, divorce, financing and transaction purposes.

Fiduciary Responsibility to Protect

Ensuring fairness, accuracy and proper oversight is key to your responsibility to protect yourself, your firm and your clients from a potential costly disservice or worse.

Recent Example

The company’s internal accountant performed its business valuation required for gift tax purposes, which are normally best prepared by 3-party independent valuers. The IRS picked up on this and placed increased scrutiny on the valuation, costing the company time and money to defend it.

Referral Valuations

When valuations are not your primary area of expertise or revenue stream, focus on what you do best, leaving your clients in safe hands with InteleK.

What Is Important?

We understand that referring clients to a 3rd party is effectively an extension of your firm and your reputation, InteleK provides peace of mind in doing right by your clients at every turn, from communication to quality of service and price.

Financial Benefits

When appropriate, compensates their referral partners with tailored referral fees, aligning the motivations of the partnership for success. (When independence is not an issue).

Flexible plans
Dynamic Pricing For Your Business Valuation Partnership
We tailor the pricing discussion to the combined operation and purpose of the partnership. Our pricing model to the end business owner can be found on our advisory page.
Pricing for Independent (3rd Party) Business Valuations
The key here is maintaining your independence and knowing your clients will receive the right valuation service and the right price. See our end business owner pricing on our advisory page.
Pricing for Referral Partnerships
InteleK creates tailored referral fee pricing, normally as a percentage of the total engagement fee and or minimum fee amount. Such factors as valuation referred volume and product types form the basis of fee structure. Make contact to learn what your customers need and best fee structure for you.
InteleK’s Valuations

Other Valuation Elements

  • Standards
  • Databases
  • Turnaround Times

USA
1. Appraisal Reports and Restricted Appraisal Reports: To AICPA, USPAP (ASA) & NACVA Standards.
2. Calculations of Value: Valuation reports compliant with AICPA or relevant standards. Shorter summary valuations are also available.

We have access to and use the following reputable resources:

1. Private & Mainstreet Comparables: Dealstats, Tagnify, Bizcomps, ValuSource Market Comps (IBA) and PeerComps.

2. Public Comparables: TagniFi (which feeds from Capital IQ).

3. Industry Research: IBIS World industry research for mainstream industries and for more niche or specific industries.

4. Economic Research: National Economic Reports and various investment bank research.

5. Cost of Equity: Duff & Phelps Cost of Capital Navigator.

Depending on the valuation purpose and product, InteleK maintains constant communication to deliver the valuation service in the most efficient time, whilst never to compromise on quality.

1. Summary Reports: an average of 5-7 business days from receiving all the information.

2. Detailed Reports: an average of 7-15 business days from receiving all the information.

Book your free discovery call with our accredited appraisers

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