Texas – Austin, Dallas, Fort Worth, San Antonio and Houston 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.

Texas – Austin, Dallas, Fort Worth, Houston, Katy, McKinney, Plano, Round Rock, San Antonio, Southlake, Sugar Land, and The Woodlands Business Profile

Texas is known for its rich and diverse cultural heritage, with influences from its Native American, Mexican, Spanish, and European settlers. From cowboy culture to Tex-Mex cuisine, Texas is famous for its unique and vibrant cultural traditions.

Texas has one of the largest and fastest-growing economies in the United States, driven by a combination of industries such as energy, technology, manufacturing, and agriculture. The state is home to major companies in the oil and gas sector, as well as tech giants like Dell, IBM, and Apple. Small businesses also play a significant role in the state’s economy, with the most prominent industries being healthcare, retail trade, and professional, scientific, and technical services. According to the Bureau of Economic Analysis, Texas had a gross domestic product (GDP) of $1.9 trillion in 2020, making it the second-largest state economy in the country.

One of the significant challenges Texas faces is its vulnerability to natural disasters, including hurricanes, flooding, and wildfires, which can have a significant impact on the state’s economy.

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 Texas – Austin, Dallas, Fort Worth, Houston, Katy, McKinney, Plano, Round Rock, San Antonio, Southlake, Sugar Land, and The Woodlands.

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.