Intelek Business Valuations & Advisory Global

WHY CHOOSE INTELEK

Our Valuation Process Is Transparent And Effective

Business owners that care about their business’ future care about its value, and we love that. Business owners know their business better than anyone, and we unlock that information in a valuation context delivering insightful valuation knowledge and risk mitigation that allows the business owner to achieve their valuation purpose goals.

Your valuation purpose is the first key step with us. Learning about your unique business and identifying the valuation landscape.

Getting Started

InteleK shows you the process, stakeholder involvement, clear deliverables and timelines for achievement.

Executing Your Valuation

Understanding why your business is valued what it is, allowing for informed deicision making and best practice planning.

Transferring Knowledge

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 (409A)
Employee Stock Ownership Plan (ESOP)
'Related Party' Transfer Pricing.

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.

Our Valuation Products

Valuation Products Fit For Your Valuation Purpose

InteleK has developed 3 categories of business valuation products designed for the various valuation purposes, all customized to the individual business’s requirements, including those of a complex nature.

Indicative Valuation
(Non-Certified Valuation)

Summary Appraisal Report
(Certified Valuation)

Detailed Appraisal Report
(Certified Valuation)

Complexity Experts

Business Valuation Health Check

Summary Report

Detailed Report

Advisory Report & Presentations

Summary Appraisal Report

Increasing in the depth of analysis from the indicative valuation, a Summary Appraisal Report is a certified report that can be used for informal and formal purposes. Not appropriate for outside scrutiny / litigation risk, (i.e. IRS or partnership disputes).

Report Detail

Application of appropriate valuation method/s in a summary format, where the reader is not expected to be able to follow all assumptions and methods to recreate the arrived valuation range.

Average Engagement Time

Time: 1-2 weeks – (dependent on receiving timely information from the client).

Detailed Appraisal Report

A Detailed Appraisal Report is a formal and certified valuation, and used for purposes as such. A Detailed Appraisal Report is required for litigation purposes or tax purposes where a high degree of scrutiny is placed on the valuation.

Benefits

InteleK delivers independent Detailed Appraisal Reports that are highly defensible. This enables reliability and peace of mind in often tense and uncertain situations. This is in our view the best and most cost effective preventative measure to avoid material adverse impacts on your business.

Average Engagement Time

2-5 weeks – (dependent on receiving timely information from the client)

Indicative Valuation

For business owners who are proactive, knowing that businesses are ever changing and evolving, and that preparation is key for making informed and better decisions. Not appropriate for situations of outside review / litigation risk.

State of the Art Valuation Process

Built on robust, well established methodologies, customized for each engagement. Delivering a valuation range, and the information to understand why your business may fall at the top, bottom, or middle of this range.

Average engagement time

5-10 business days, (dependent on receiving timely information from the client).

Complexity Experts

Each business and hence valuation situation is unique, often providing additional complexities that require an expert to accurately identify the valuation landscape, where the increased risk lies, and how to value the subject assets with an extremely high degree of defensibility. InteleK appraisers are these experts, ready for your complex valuation situation.

Complexity Examples

• Valuation purpose - i.e. partnership or marital disputes, ESOP, or estate planning
• Complex capital structures
• Complex financial instruments - i.e. options, warrants, preferrence shares
• Complex corporate structure - i.e. multiple entities, entity type, and entity size.
• Incomplete and unaudited financial statements not consistent with GAAP
• Application of discounts (control / marketability / keyman etc.)
• Coordination and review of specialized appraisals, i.e. realestate, intangibles, equipment.

Dynamic Pricing for Business Valuations

Client-Specific Pricing for a Custom, Client-Specific Valuation Report

If your business doesn’t require the services, you won’t pay for them with InteleK. We believe that pricing should be determined by your needs.

Nature of Services

In our experience, each client is unique. As a result, we do not generate cookie cutter reports based on cookie cutter pricing as such an approach exposes clients to many significant risks in the future. As valuation and risk reduction experts, we carefully and holistically consider many aspects of each client’s situation such as a valuation purpose, compliance with relevant laws and regulations, litigation risk, nature of a business, quality of financial statements, complexity of capital structure, range and difficulty of applicable valuation methods and other issues.

Educated Clients

We believe that an educated client is our best client. Therefore, we are also happy to spend as much time as necessary educating our clients about our approach and results so that they can understand how sound valuation practices reflect the value of their business and reduce future compliance and litigation risks.

Reducing your potential fees, penalties and damages.

Our extensive expertise and high level of attention to detail allow each client to receive the most relevant valuation report, which can also withstand a very high degree of outside scrutiny. Such level of quality allows our clients to not only address their immediate needs but also materially reduce the risk of very expensive and high disruptive disputes and litigation.

In our view, the best and most cost effective preventative measure to avoid material adverse impacts on your business is a quality valuation report.

Please contact one of our accredited appraisers for pricing details specific to your valuation needs.

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.