North Carolina – Charlotte, and Raleigh Business Valuations

Business Valuation by InteleK

InteleK’s success is built on reducing risk that business owners face when a business valuation is required. Risk is everywhere as the consequences of improper and incorrect valuation can mean incorrect taxation, overpayment or under received in litigation and/or transactions, and risk of audits and investigation from regulatory authorities, such as the IRS, DOL, SEC. We solve this problem through our state-of-the-art valuation processes, that are built from both a sophisticated legal and financial perspective, based on robust, well-established methodologies that are customized for each case.

This mission to minimize risk for our clients has been developed and refined over decades of combined experience by our credentialed business appraisal experts, where they hold credentials such as:

• Chartered Financial Analyst (CFA®) designation from the CFA Institute;
• Accredited Senior Appraiser (ASA®) designation from the American Society of Appraisers;
• Accredited in Business Valuation (ABV®) designation from the American Institute of Certified Public Accountants,
• Master of Business Administration (MBA);
• Chartered Alternative Investment Analyst (CAIA®) designation from the CAIA Association; and
• Professional Risk Manager (PRM) designation from the PRM International Association. 

The valuation purposes we specialize in are but not limited to estate planning, strategic / exit planning, transactions, ESOPs, complex financial instruments, fairness opinions, tax compliance, financial reporting and portfolio valuation. Full list found here. We work with business owners and their advisors, such as accountants, attorneys, financial advisors, outsourced CFOs and various other consultants.

We pride ourselves on our ability to deliver highly defensible opinions of value that do two things, empowers the business owner and their advisors to make more informed decisions and or significantly reducing their risk of negative outcomes as a result of external scrutiny of the valuation report.

See some recent case studies here.

North Carolina – Charlotte, and Raleigh, Durham, Chapel Hill Triangle Business Profile

North Carolina is known for its rich history and culture, including its famous barbecue, beach towns, and world-renowned universities such as Duke and UNC Chapel Hill.

North Carolina’s economy is driven by a diverse mix of industries, including technology, healthcare, manufacturing, and agriculture. The state’s major industries include banking and finance, healthcare and pharmaceuticals, information technology, and energy. Small business is also a major contributor to the state’s economy, with over 800,000 small businesses employing over 1.6 million people. One economic statistic that highlights the strength of small businesses in North Carolina is that the state ranks 2nd in the nation for the growth of women-owned businesses.

One of the main challenges facing North Carolina’s economy is the increasing competition for skilled labor and talent, particularly in the technology and healthcare industries.

Regardless of where your business life cycle is at, the successes or challenges you face, we are committed to supporting the private business sector via defensible valuations delivered with speed and education, helping businesses grow and thrive in this vibrant market.

Business Valuation – Certified and Non-Certified Valuation Reports for North Carolina – Charlotte, and Raleigh, Durham, Chapel Hill Triangle. 

InteleK has designed their valuation reports to the specific requirements of the various valuation purposes and associated levels of review risk. Each valuation report is customized for the individual case factors, there are no cookie cutter reports by InteleK as this only increases the risk to the client.

InteleK’s three main valuation product types are:

• Detailed Appraisal Report – Certified, complete with all justification, support and citations for when external scrutiny is at its highest.
• Summary Appraisal Report – Certified, less detailed justification to suit the specific situation and external scrutiny.
• Indicative Appraisal – Non-Certified, extensive financial modelling appendices, built on the same robust methodology processes.

More report details can be found here.

All report formats include a discussion with the accredited appraiser where the final value is explained, providing insightful knowledge on how it was derived, the key value drivers and associated risks. For more specifics on the valuation report best suited to your needs, reach out to one of InteleK’s accredited appraisers.