- info@intelekbva.com
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Business Valuations
& Advisory
Reshaping Business Valuations By Delivering Business Owners Accuracy, Transparency, and Peace of Mind.
BOOK MY FREE DISCOVERY CALL
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.
01
Estate Planning
02
Strategic / Exit Planning
03
ESOP
04
Complex Financial Instruments
Key QUESTIONS
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.
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
Firm?
We don’t just provide business valuation services, we develop strategic partnerships.
WE ARE THERE FOR YOU
What People Say About Us
Jennifer Clark,
Office Manager
"I cannot begin to thank InteleK enough for all your attentiveness and precision on this engagement. I'm sure we will be in contact sometime in the future to get up to date valuations for our companies as needed."
Chris Connolly Greg, Owner
"I contracted InteleK’s services to help me put a plan together on increasing my company’s value, making sure I was going in the right direction. What I found most valuable was learning about the various factors that make up the total value of my company, and what the risks were that were having a negative impact."
Dave Brumbaugh, Manager
"As machinery and equipment valuation specialists, we often partner or refer work to InteleK for a wide variety of business valuation purposes. Their knowledge and expertise provides us with confidence whilst their communication and reliability on turnaround times means that both ourselves and our clients receive a consistently high quality valuation service."
Chris Roehm, Director
"I perform estate planning for business owners. I always include a valuation as part of my engagement fee, used for insurance and strategic planning purposes. I have worked with InteleK for the last 2 years and my clients and I could not be happier with the results. Their valuations are accurate, completed on time and priced well."
Alexander Gassner, Managing Director
"My business was at a point where it had something to offer investors and this is why I contracted InteleK. Not only providing the valuation but also transaction support, they added tremendous value in the process, understanding ComplyX’s value proposition in the market place, justifying the numbers and providing me with great confidence and peace of mind achieving a very positive outcome."
WE ARE THERE FOR YOU
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.
Contact us for more
Free 15 Minutes Consult
Have a free 15 minute consult with InteleK to identify your valuation purpose, process, and price.
Read OUR MAIN ARTICLE
Business Valuations Decoded
Explore our blog to learn the valuation basics and how to make a successful valuation engagement.
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