Case Study: Certified Valuation as a Requirement to Gain Tax Advantages
InteleK provided a swift and competitively priced valuation of 3 different special purpose vehicles (“SPV”) that only held cash in their balance sheets and needed a valuation to fill the IRS forms that would allow their owners to gain tax advantages.
Business valuations can often be severely complex as they involve a wide array of processes such as analyzing several qualitative and quantitative aspects of a business, forecasting potential outcomes, analyzing the competitive position of the business, and more. This can lead to high prices for a certified valuation. However, special purpose vehicle companies are often not involved in any type of business activity and/or only have cash in their balance sheets, making the valuation much simpler matter of finding the fair market value of the company’s net assets.
At InteleK, our services are priced considering each specific case facts and making sure that our clients receive the best value for their money. In this case, the SPVs donated an ownership interest that would allow its owners to gain a tax advantage. The Companies only held cash in their balance sheets and the owners needed a certified valuation to fill the necessary IRS forms.
InteleK developed a valuation for the 3 SPVs within 5 business days of receiving all necessary information for the valuation and at an appropriate rate for each, considering the level of complexity of the valuations and following processes that yield a defensible valuation based on guidelines from the IRS and strict valuation standards. In addition, InteleK assisted its clients in filling the necessary fields in the IRS forms ensuring they had the correct information.
At InteleK, we understand our clients’ needs and provide high value at very competitive rates, understanding the specific case facts of valuation and delivering a defensible value for any use that our clients may need. Our clients were deeply satisfied as they were able to apply for their tax advantages with the assistance of InteleK which provided a swift and highly competitive priced certified valuation.