Valuing Private Equity Interests Steps in valuation of GP and LP interests in Private Equity Funds, and why the capital account balance is not always a reliable indication of the value of the interest. When valuing general partner (GP) and limited partner (LP) interests in private equity funds, specifically those in the early stages, a … Continue reading VALUING PRIVATE EQUITY INTERESTS

Intrinsic is a highly collaborative team of financial experts, providing expertise on valuation and transaction advisory matters, focused exclusively on the unique needs of the high net worth, family office, and private equity clientele. Members of the firm joined from roles in not just Big 4 accounting and large, international valuation firms, but also private … Continue reading LAUNCH OF ESTATE & GIFT TAX VALUATION

The COVID-19 outbreak contributed to market volatility initially causing substantial declines in market capitalization for public companies and potentially negatively impacting companies’ financial performance through supply chain and production disruptions, workforce restrictions, travel restrictions, reduced consumer spending and sentiment, among other factors. Given the heightened degree of uncertainty, we have had some insightful conversations with … Continue reading PORTFOLIO VALUATION DURING UNCERTAIN TIMES

The World Health Organization (WHO) announced that COVID-19 (also known as coronavirus) officially became a pandemic on March 11, 2020. This outbreak has contributed to market volatility causing substantial declines in market capitalization for public companies and potentially negatively impacting companies’ financial performance through supply chain and production disruptions, workforce restrictions, travel restrictions, reduced consumer … Continue reading GOODWILL IMPAIRMENT WITH UNCERTAINTY OF COVID-19

PRIVATE COMPANIES: IS NOW A GOOD TIME TO ISSUE STOCK OPTIONS? COVID-19 (also known as coronavirus) officially became a pandemic on March 11, 2020. This outbreak has caused significant market volatility and substantial declines in market capitalization for public companies. The effects have taken a toll on many private businesses as well, potentially causing negative … Continue reading IRC 409A – COVID-19 UPDATE

OPPORTUNITIES TO MAKE GIFTS FOR ESTATE TAX PLANNING While Covid-19 has created a scary and detrimental environment in terms of our health and safety, it has also created an opportunity for estate planning and gifting. For taxpayers looking to maximize the use of their lifetime gift and estate tax exemption, now is an opportune time. … Continue reading ESTATE TAX PLANNING VALUATION – COVID-19 UPDATE