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.
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
Valuation Expertise
Financial Reporting Valuations
Technical valuation expertise in:
- Accounting compliance
We serve:
- Private equity investors
- Chief Financial Officers
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 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…
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…
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…
//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.