Our Valuation Services

Professional Valuation Services

Business Valuations for Every Purpose

Certified, defensible valuations across compliance, litigation, transactions, and strategic planning — tailored to your specific needs and goals.

Note: Information on this site is general only and not professional advice. InteleK Business Valuations & Advisory Pty Ltd makes no warranties regarding accuracy. Use is subject to our website Terms and Conditions.

Compliance Valuations

Rigorous, standards-compliant valuations for regulatory, tax, and accounting requirements. Our reports satisfy IRS, FASB, and GAAP standards and are prepared by accredited professionals.

IRS Form 709 & 706

Gift & Estate Tax Valuations

Defensible valuations for gift and estate tax compliance, supporting IRS Form 709 and 706 filings with qualified appraisals.

Learn more → ASC 805 & ASC 820

Purchase Price Allocation (PPA)

Fair value measurement of acquired assets and liabilities following business combinations under ASC 805 and ASC 820 standards.

Learn more → ASC 820

Portfolio Valuations

Fair value measurement for investment portfolios, funds, and alternative assets under ASC 820 Fair Value Measurement standards.

Learn more → ERISA Compliance

ESOP Valuations

Annual and transactional valuations for Employee Stock Ownership Plans, meeting DOL and ERISA requirements with independent, fiduciary-standard appraisals.

Learn more → ASC 350

Goodwill Impairment Testing

Annual and interim goodwill impairment analyses under ASC 350, providing defensible reporting unit fair values for financial statement purposes.

Learn more → IRC §409A & ASC 718

Employee Compensation Valuations

409A common stock valuations and ASC 718 fair value measurement for equity-based compensation, stock options, and restricted awards.

Learn more → IRS Form 8283

Charitable Contribution Valuations

Qualified appraisals for non-cash charitable contributions meeting IRS requirements for Form 8283 substantiation and deduction support.

Learn more → IRC §1202

Qualified Small Business Stock (QSBS)

Valuations to support QSBS eligibility and exclusion claims under IRC §1202, documenting fair market value at the time of issuance.

Learn more →

Litigation Valuation Consulting

Expert valuation services for contested matters, providing independent analyses that withstand scrutiny in court, arbitration, and mediation proceedings.

Family Law

Divorce & Matrimonial Disputes

Objective business valuations for marital dissolution, equitable distribution analysis, and expert testimony in family court matters.

Learn more → Commercial Litigation

Shareholder & Commercial Disputes

Independent valuations for shareholder oppression, breach of fiduciary duty, buy-sell disagreements, and business disputes requiring expert analysis.

Learn more → Damages Analysis

Economic Damages

Quantification of lost profits, lost business value, and economic harm in breach of contract, tort, and intellectual property litigation.

Learn more →

Transaction Valuations

Independent, credible valuations that support confident deal-making — whether you are buying, selling, raising capital, or restructuring.

M&A

Mergers & Acquisitions

Buy-side and sell-side valuations supporting M&A due diligence, deal structuring, and negotiation with independent, defensible analyses.

Learn more → Board Advisory

Fairness Opinions

Independent fairness opinions to support board fiduciary duties, protect against conflicts of interest, and provide transaction price justification.

Learn more → Equity Transactions

Employee & Shareholder Transactions

Valuations for equity buybacks, stock grants, option exercises, shareholder redemptions, and internal transfers requiring fair value documentation.

Learn more → Fundraising

Capital Raising & Financing

Pre-money and post-money valuations supporting equity financing rounds, debt transactions, and investor negotiations at any stage of growth.

Learn more → ESOP Transactions

ESOP Transaction Valuations

Feasibility studies and transaction-level valuations for businesses considering or executing ESOP formation and ownership transition.

Learn more →

Strategic Planning Valuations

Proactive valuations that inform your long-term strategy — giving owners and leadership the clarity needed to build, grow, and optimize business value over time.

Value Growth

Valuations to Maximize Future Business Value

Understand where your value drivers stand today, identify gaps, and develop a roadmap to increase business value ahead of a planned exit or transaction.

Learn more → Decision Support

Valuations for Informed Decision-Making

Arm leadership with an independent view of business value to support capital allocation, partnership decisions, and strategic pivots.

Learn more → Comprehensive Planning

Comprehensive Strategic Planning Valuations

Holistic valuations as the foundation for succession planning, exit readiness, corporate restructuring, and long-range strategic initiatives.

Learn more →

Our Three Report Options

Every engagement uses equally robust analytical methodology. The difference between report types is scope of documentation and intended use — not the quality of the underlying analysis.

Formal Report

Detailed Valuation Report

A comprehensive, fully documented valuation report complying with applicable professional standards (USPAP, AICPA, NACVA). Includes full narrative, methodology documentation, exhibits, and a certified appraiser signature. Required for most regulatory, tax, and high-stakes litigation purposes.

Formal Report

Summary Valuation Report

A concise, standards-compliant report presenting the valuation conclusion with key supporting analyses. Suitable for many transaction, planning, and certain compliance purposes. Upgradeable to a detailed report at any stage.

Informal / Indicative

Indicative / Calculation of Value

An informal, unsigned valuation using the same robust analytical framework as our formal reports — without certification or formal standards compliance. Ideal for internal planning and negotiation strategy. Easily upgradeable to a formal Summary or Detailed report later.

Note: Our indicative valuation is a report format — not a purpose or reason to obtain a valuation. Regardless of report type, all InteleK engagements apply equally rigorous financial analysis. Choose the format that matches your use case, knowing you can always upgrade later.

Book a Free Consultation Call

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

Andrew Mackson, CFA, ABV Book Appointment

Ryan Maguire, CPA, ABV Book Appointment

Valuations Timeline

How Your Business Valuation Process Will Look

A business valuation of any value and quality is not completed over night, a well thought out process and depth of analysis is completed to get it right.

Step 1 – Initial Consult (1-3 Days)

Laying the foundations, identifying valuation purpose, process and pricing. InteleK then issues an engagement letter detailing the scope of the engagement.

Step 2 – Data Collection (1-7 Days)

The quality of the valuation outcome is based on the quality of the inputs, gathering the quantitative and qualitative information efficiently helps build an accurate valuation delivered on time. Including business financials, questionnaire / management interview, and supporting documentation.

Step 3 - Research and Education (1-Week)

InteleK starts its analysis by learning everything about your business and its industry from a valuation context. Including further questions to you, educating you through the process, and accessing our multitude of database and research house resources.

Step 4 - Valuation Execution (3-5 Days)

Once we have the data and analysis completed we execute the valuation, putting the thousands of data points together to give you the most robust and defensible value of your business.

Step 5 - Report Finalisation (3-5 Days)

InteleK has drafted the valuation and report, and discusses the number with you, making sure all the input and assumptions are accurate.

Step 6 - Valuation Delivery

The preliminary valuation number and report has been approved by you and the final report is delivered. InteleK takes the time to ensure all components of the valuation are understood to your satisfaction, leaving you with greater knowledge and peace of mind.