STRENGTHENING OUTCOMES

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.

// OUR SERVICES

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.

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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

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Financial Reporting Valuations

Technical valuation expertise in:

  • Accounting compliance

We serve:

  • Private equity investors
  • Chief Financial Officers
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Tax Reporting Valuations

Valuations of:

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

We serve:

  • Attorneys
  • CPAs
  • High net worth individuals

// OUR TEAM

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.

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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Valuation Consideration: Early Termination of a QTIP or CRT

In the context of estate tax and income tax planning, taxpayers commonly choose to protect their assets by leveraging various types of annuity trusts, unitrusts, or both. These trusts provide income to an income beneficiary for a designated period of time, then leave the assets to one or more remainder beneficiaries. The income stream is…

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STRUCTURING DEALS – EARNOUTS & ROLLOVER

In today’s hot Mergers and Acquisitions (M&A) market, deal negotiations have become increasingly more competitive. Earnouts and contingent rollover equity can be effective tools for bridging the valuation gap, sharing risk between the buyer and the seller, and addressing key person exposure. This article discusses key considerations when structuring earnouts and contingent rollover equity as…

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//ABOUT INTRINSIC

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.

// contact

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.