through transaction advisory, fiduciary opinions and valuation support

Trusted partner for timely, accurate transaction support and business valuations

Headquartered in Denver, Colorado, Intrinsic is a majority employee-owned transaction advisory and valuation firm providing time-critical transaction support and sophisticated valuation advice to private equity firms, family offices, high net worth individuals, and estate planning attorneys. Since 2010, we have architected the firm by carefully listening to the needs of our clients and committing to their success.


Business valuation services and private equity transaction support

Every engagement has a potentially wide-ranging impact, and we treat them all with the respect they deserve.


Transaction Advisory Services

Financial due diligence to identify:

  • Value-drivers
  • High-risk areas
  • Unrecognized liabilities
  • Potential deal-breakers

We serve:

  • Private equity investors
  • Investment banks
  • Lenders

Transaction Opinions

Robust financial analyses resulting in the rendering of:

  • Fairness Opinions
  • Solvency Opinions
  • Fund Opinions

We serve:

  • Boards of Directors
  • Special Committees
  • Private Equity, Credit, Venture Capital, and Hedge Funds
  • Closely Held and Publicly Traded Companies
Transaction Options

Valuation Expertise


Financial Reporting Valuations

Technical valuation expertise in:

  • Accounting compliance

We serve:

  • Private equity investors
  • Chief Financial Officers
Tax Valuation Image

Tax Reporting Valuations

Valuations of:

  • Closely held corporations
  • Non controlling business interests
  • Operating and holding companies

We serve:

  • Attorneys
  • CPAs
  • High net worth individuals


A collaborative team of tenured experts

Our experience and skills are unmatched in the industry. And while the breadth and depth of our expertise is extensive, what sets us apart is how we execute on behalf of our clients.

Our clients

We serve as a trusted partner to best-in-class private equity investors, management teams, attorneys, CPAs, and high net worth individuals.

Intrinsic insights

Read industry news, insights, and observations from Intrinsic’s experts.

Why Every Estate Plan Needs a Qualified Appraisal

Chief Counsel Advice (“CCA”) 202152018 was released on December 30, 2021 and includes analysis by the Office of the Chief Counsel surrounding a taxpayer gift to a grantor retained annuity trust (“GRAT”) and subsequently in the same year, a gift to a charitable remainder trust (“CRT”). It is important to note that CCAs cannot be…

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Valuation of General Partnership Interests in Private Equity Funds

INTRODUCTION Partnership Interests in a private equity structure are typically represented by an obligation to contribute a certain capital amount and a right to receive proceeds from the realization of portfolio investments. Because of the specifics of private equity compensation structure, general partnership (GP) interests’ value extends beyond the contributed capital, even in the beginning…

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Fairness Opinions to be Required for Advisor-Led Secondary Transactions

In early 2022, the U.S. Securities and Exchange Commission (SEC) voted 3-1 to propose new rules and amendments under the Investment Advisors Act of 1940 (Advisors Act), which the dissenting Commissioner categorized as a “sea change”, that would have a significant impact on private fund advisers.[1] The proposed reforms signal that the regulatory pendulum at…

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Committed to your success

Every decision we make and action we take conveys our name: Intrinsic. We strive to be essential to one another and to our partners. We follow through on our promises, as individuals and as a team, and deliver work of impeccable quality.

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Responding to client needs with curiosity, pragmatism, and attentiveness

We’d love to learn more about your business and how we can support your goals.
Contact us and a member of our team will reach out to you as soon as possible.