Business Valuations
& Advisory

Reshaping Business Valuations By Delivering Business Owners Accuracy, Transparency, and Peace of Mind.


One of InteleK´s accredited appraisers is available to listen to your story and answer any questions you may have.

Our Mission

State-of-the-Art Valuation is a Process, Not a Formula.

State of the art valuation is not only for multi-million-dollar litigation cases. It is available, accessible and should be applied at all levels of valuation.

The foundational process of state-of-the-art valuation is applied 100% of the time at InteleK, integrated and articulated to each client’s situation, starting from the small and simple, and expanding its depth all the way through to the highest of stakes litigation matters.

Protect your wealth and legacy with certified, highly defensible valuation.


Estate Planning

Exploratory reports providing accurate and timely information for improved decision making.


Strategic / Exit Planning

State of the art, custom valuation as part of ESOP transactions and annual reviews.



Advanced valuation techniques applied to both heavily and thinly traded instruments.


Complex Financial Instruments


Considerations for your Business Valuations

87,000 new IRS Agents = Increase of Audits

The IRS is receiving $80 billion in funding and adding 87,000 new employees over the next 10 years. Meaning the risk of audits for wealthier business owners will be increasing significantly, especially those unprepared or underprepared when exiting or transitioning their business.

The best combat to additional manpower at the IRS is to have a bullet proof valuation report, built on robust, well-established methodologies that are customized for each client situation.

60% With No Succession Plan = Overpaying on Taxes

“The Baby Boomer generation accounts for an estimated 2.3 million small businesses in the United States, which cumulatively employ over 25 million people. A large number of these businesses are thriving and nearly 60 percent have no succession or transition plan. Forbes

The foundation of succession plans for businesses is an accurate and timely business valuation, providing the data and information to enable better decision making.

“Time is the business owner’s greatest ally when it comes to successful estate planning”

Do you know the benefits of getting a business valuation completed?

Businesses that had an accurate valuation done, and a good understanding of healthy levels of cash for working capital needs where 9 times more likely to successfully acquire funding and prosper past their 5th birthday.

Once you know the value of your business, you can put in place more effective plans and strategies for future growth, business continuation, succession planning, wealth creation and employee retention. Most importantly it allows you to minimize your risks, creating the future you desire.

intelek considerations for a business valuation
intelek clients business valuations
Partner with us

Do your Clients Require Business Valuations?

At Intelek we are Committed to the Partnership’s Success

Independent Valuations

Independence issues in valuing businesses are becoming increasingly scrutinised by the IRS. InteleK gives you and your clients peace of mind.

Referral Valuations

Improve your client relationships by providing business valuation services that are delivered by experts with reliability.

Looking for a Partner

We don’t just provide business valuation services, we develop strategic partnerships.


What People Say About Us


InteleK Proudly Partners With

Flexible plans

We Use Dynamic Pricing...But What Does That Mean?

One size does NOT fit all, no two valuations are exactly the same, and pricing should adjust according to the specific requirements of each valuation

Improve Your Business

InteleK’s Valuation Purposes to Service Your Valuation Needs

A successful valuation engagement starts with identifying the valuation purpose. This then dictates the valuation product, process and price of your business valuation.

Corporate Restructures & Compliance

Moving your business to a new entity? Or transfering a specific equity parcel? Valuation requirements can include;

  • Gift & Estate Tax
  • Stock option pricing (ESOP & IRS 409A)
  • Entity Transfer Price.
Intangible Assets

Quantify the large hidden value in your business, minimising your risk and increasing its potential value improvement.

  • Transfer Pricing
  • Purchase Price Allocation
  • Patents
  • Copyright
  • Goodwill
  • Licenses
  • Trade Secrets
  • Customer Relationships
  • Trademarks
  • Brand
  • Know-how.
Complex Financial Instruments

State of the art valuation techniques such as a custom simulation to ensure accuracy for auditing purposes. 

Entry or Exit of Partner / Shareholders

These moments are often irregular and critical to achieving your desired outcome, heavily impacting your future.

  • Dispute resolution
  • Shareholder buy-in/outs
  • Majority & minority equity interests.
Financing Purposes

Accurate cash flow and balance sheet analysis is critical to achieving your financing goals.

  • Capital raise preparation
  • Bank financing
  • Strategic planning
  • Sellers note structuring
  • SBA 7(a) Loans
Business Expansion / Strategic Planning

A “Fair Market Value” of the strategic plans, what impact will these plans have on your business’ value, modelling its cash flow and deep analysis on associated risks.

Support Buying & Selling A Business

Preparation is key to both buying and selling a business, nobody wants to buy a lemon business or leave money on the table selling because they were under prepared.

  • Due diligence of cash flows
  • Identifying fair market value
  • Identifying strategic value and step by step guidance on exit planning / deal structure / negotiating.
Litigation Support

In uncertain and often difficult moments, experience and strong ethics are required. InteleK delivers;

  • Formal valuation reviews,
  • Economic damages,
  • Personal injury damages,
  • Partner / shareholder dispute resolution.
Intelek free business valuation consult
Contact us for more

Free 15 Minutes Consult

Have a free 15 minute consult with InteleK to identify your valuation purpose, process, and price.


    Business Valuations Decoded

    Explore our blog to learn the valuation basics and how to make a successful valuation engagement. 

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    Our Latest Case Studies

    We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.