Navigating Business Valuation and IRC Section 409A: Why Experience Matters

In the intricate world of business valuation, where precision and compliance are paramount, understanding the nuances of regulations like IRC Section 409A is essential. This regulation, enacted to ensure fair treatment of employees regarding stock options, holds significant weight for companies and requires certified business valuations performed by accredited appraisers, such as the ones provided […]

Case Study: Valuation Consulting and Strategy Guidance for an Equipment Distributor

InteleK was approached by an industrial equipment distributor seeking assistance with gift and estate planning strategy several months ago. The company, a proficient operator with robust margins and good revenue growth track, aimed to optimize its tax liability through the valuation of an equity interest in the business to be gifted since the owner approached […]