Business Valuation

Understand purpose, select approach, properly execute

Whether you are executing a buy/sell agreement, navigating a partnership dispute, planning an exit strategy, putting a value on stock ownership, or going through a divorce, our team is fully equipped to ensure a defensible valuation for your business.
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Business Valuation

The complexity of a business valuation is dependent and heavily influenced by the various purposes for which a valuation may need to be performed and the number of methods that could be applied. Whether you need to obtain the market value of your business for a potential sale, measure your performance, conduct a risk assessment, expand your list of investors, or simply provide assurance to your stakeholders, our team is here to help you navigate this process. Our team is world-class, we operate on a global scale, and have a deep fundamental understanding of industry, economic, and geographical information needed to value your business. 

01

purpose & value

Understand the purpose of the valuation, and determine the basis and premise of value.

02

Data collection & analysis

Gather and analyze all relevant data related to historic performance, and future profitability.

03

Determine Valuation Approach

Determine the best approach by understanding the purpose, basis, and premise of the valuation. 

04

Value Determination

After applying discounts, we will present all assumptions in a comprehensive valuation report.

Quality of Earnings Reports

Quality of Earnings (QoE) report is a vital tool used to assess the financial health and sustainability of a business. It goes beyond the surface-level numbers in standard financial statements to uncover the true earning power of a company. This detailed analysis helps identify one-time events, accounting anomalies, or non-operational factors that may distort a company’s profitability. For buyers, sellers, investors, or stakeholders, a QoE report is essential for making informed decisions in mergers, acquisitions, and other financial transactions.

At Intellex Forensics, we specialize in providing clear, accurate, and comprehensive Quality of Earnings analyses tailored to your specific needs. Our experienced team combines forensic accounting expertise with a meticulous approach to identify risks and ensure transparency. Here's how we can help:

Revenue Validation: We verify the sustainability and consistency of revenue streams, identifying any irregularities or non-recurring items that might skew profitability.

Expense Analysis: Our team carefully examines expense categories to highlight unnecessary or non-operational costs, helping present a clearer picture of the company's true earnings potential.

Cash Flow Evaluation: We assess the company’s cash flow to ensure it aligns with reported earnings, uncovering any discrepancies that could indicate financial instability.

Risk Identification: Using forensic techniques, we identify potential red flags, such as revenue recognition issues, related-party transactions, or unusual patterns in financial data.

Buyer and Seller Support: Whether you're preparing for a transaction or performing due diligence, we provide actionable insights that empower you to make well-informed decisions.

Intellex Forensics is committed to providing reliable insights that ensure transparency, reduce financial risks, and maximize the value of your investment. By choosing us for your Quality of Earnings needs, you’re choosing a partner dedicated to accuracy, integrity, and results.

 

Transaction Service Areas

Mergers and Acquisitions

Buy/Sell Agreements

Asset and Equity Allocation

Value Enhancements

Business Combinations

Purchase Price Allocations

Strategic Value Advisory

Intangible Asset Valuation

SPAC Services

Business Succession Planning

Machinery And Equipment Valuation

 The Science and the Art

Many aspects of a valuation are scientific, such as the analysis of financial statements, the utilization of specific methods, or the application of discounts and premiums. However, a substantial part of a business valuation is more of an art. Utilizing professional judgment, navigating various moving parts efficiently, and using experience to apply certain procedures, all require an artistic touch. Culminating the scientific and the artistic aspect of a valuation requires a team willing to listen, to truly understand the valuation purpose, and a team that can utilize principles and procedures learned through experience. This is what our team will provide at Intellex.

eric

Eric Stephens

Eric Stephens is the managing director and co-founder of Intellex Forensics. He provides an impressive background surrounding various aspects of accounting operations and forensic accounting spanning over a 30+ year career.

Daniel Pruett

Daniel Pruett is a manager at Intellex Forensics. With a background of 22 years in the United States Marine Corps, concluding his service as an intelligence officer, Pruett provides highly specialized expertise to the IF team.

dan
Eric Stephens

Eric Stephens

Eric Stephens is the managing director and co-founder of Intellex Forensics. He provides an impressive background surrounding various aspects of accounting operations and forensic accounting spanning over a 30+ year career.

Daniel Pruett

Daniel Pruett

Daniel Pruett is a manager at Intellex Forensics. With a background of 22 years in the United States Marine Corps, concluding his service as an intelligence officer, Pruett provides highly specialized expertise to the IF team.

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Why Intellex?

Our team has a level of industry knowledge on a global scale that is completely unmatched by any firm our size. We have managed engagements in over 35 industry sectors, provided services in over 100 countries, and worked with businesses ranging from 1 employee to over 1 million employees. We provide each of our clients with a solution tailored to their purpose, with a deep understanding of their industry, and with a team that has experience working on projects across the street and around the world.  

Business Valuation Services

  • With a world renown team of forensic accountants and investigative professionals, Intellex Forensics provides unparalleled experience bringing facts from the office to the courtroom. Using the form below, please provide details and purpose for our video conference, and a team member will be in touch shortly to schedule the call!

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