FINANCIAL REPORTING

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PURCHASE PRICE ALLOCATIONS

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PRIVATE EQUITY FIRM CLIENTS

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PROFESSIONALS

valuations for financial reporting

Intrinsic provides valuation expertise to private equity firms and their portfolio companies to assist with accounting compliance matters and fiduciary requirements. Many of the firm’s clients work with Intrinsic on an uncontested basis for the full spectrum of their valuation needs.

A brief review of our client roster makes it clear. We are a valuation partner of choice to the astute private equity investor and their management teams.

Purchase Price Allocation

Stock Compensation Valuation

Goodwill Impairment

Portfolio Valuation

Fixed Assets

An experienced financial reporting team

Our financial reporting valuation team is led by senior professionals with decades of experience. We have professionals who have matriculated from Big 4 accounting firms, international valuation firms, family offices, C-suite executive leadership positions, and bulge-bracket investment banking. The diversified, broad-based expertise enables us to understand and serve our clients in ways that generalist providers cannot.

Jennifer Tetreault, CFA

MANAGING DIRECTOR

Jennifer Anderson | Meet The Intrinsic Team & Board of Directors | Intrinsic

Jennifer Tetreault, CFA

MANAGING DIRECTOR

Jennifer serves as a Managing Director and leader of Intrinsic’s Valuation practice. She oversees relationship management and engagement delivery across the firm’s private equity, venture capital, and operating company clients. Internally, Jennifer focuses on recruiting and professional development for the Valuation practice.

[email protected]

(801) 860-0663

Robust and thorough valuations

We work with private equity investors and Chief Financial Officers to provide independent valuation advice.

Clear Communication

We communicate clearly and often, guiding you through every step of the valuation process so you always know what to expect.

Partnership Model

We navigate the nuances in our disciplines so that you can focus on being the true valuation expert.

Comprehensive Valuations

We take care to ensure our valuations are data-driven, accurate, and precise, so you can have confidence moving forward.

What differentiated Intrinsic from other providers was their adaptability to the ever-changing situation and they were still able to deliver—all while effectively communicating where we stood in the process.

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Sherri Montenegro

Adswerve
ABRY Partners portfolio company

Our valuation financial reporting services

A portfolio valuation typically involves a valuation advisor performing an independent valuation of specific investments. It is best practice to engage a third-party valuation expert if a private equity firm (or other investment management firm) does not have appropriate resources and expertise to perform valuations of complex and/or illiquid investments that are objective and independent. To ensure an unbiased analysis and independent valuation, private equity firms often make use of third-party valuation firms to perform this analysis.

Please contact us if you have any questions about portfolio valuations or want to get started.

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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.