We Value Precision,
Efficiency and Responsiveness
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 attorneys.
Founded in 2010, we continue to earn our reputation as a trusted advisor by architecting our organization and building our best-in-class team to satisfy the complex needs of our clients. Our own business is shaped and guided by a highly informed group of investors, some of the most accomplished professionals and academics in the fields of private equity and entrepreneurial finance.
Our core values
Our values are evident in everything we do, from hiring to responding with precision, efficiency, and thoughtfulness.
We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our clients’ acknowledgement of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business.
Gain insights from our experts about the issues impacting our industry and your business.
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…
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…
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. The proposed reforms signal that the regulatory pendulum at…
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Intrinsic has two offices in Denver, Colorado and one office in Chicago, Illinois.