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Valuation & Financial Modeling

We provide defensible, data-driven valuation and financial modeling services to support litigation, transactions, investment decisions, and strategic planning. Our work is trusted by law firms, investors, and executives for its precision, clarity, and business relevance.
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Overview

Valuation isn't just a number — it's a foundation for high-stakes decisions. Whether you need to support damages in litigation, justify pricing in a transaction, or raise capital with confidence, we deliver rigorous, well-documented models grounded in real-world assumptions and best-in-class practices.

With Certified Valuation Analyst (CVA) credentials and deep experience across legal, strategic, and investor contexts, we bring credibility and clarity to every engagement.

 

Typical Use Cases

  • Valuation of operating businesses, IP portfolios, and intangible assets

  • Financial modeling for early-stage or high-growth companies

  • Support for M&A, licensing, or capital raise transactions

  • Valuation opinions for litigation, disputes, or shareholder actions

  • Investor pitch and board-level financial projections

  • Scenario and sensitivity analysis for strategic decision-making

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Sample Deliverables

  • Formal valuation reports (IP, equity, business enterprise)

  • Discounted cash flow (DCF), market comps, and precedent transaction models

  • Custom financial models with driver-based assumptions

  • Scenario planning tools and break-even analysis

  • Investor-facing pro forma statements and summary dashboards

  • Litigation-ready financial analysis with supporting documentation 

Why Clients Choose Intellion

  • Certified Valuation Expertise – CVA-certified and courtroom-ready

  • Strategic Relevance – We connect the numbers to real-world business decisions

  • Credible & Defensible – Every analysis is built for investor, board, or courtroom scrutiny

  • Flexible Engagements – From standalone valuations to embedded CFO-model support 

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Industries We Serve

We’ve completed valuation and modeling engagements in a wide range of industries, including:

  • Technology, SaaS, and platform businesses

  • Telecommunications, networking, and semiconductors

  • Healthcare, diagnostics, and medtech

  • Oil & gas, energy technology, and industrial services

  • Consumer products, retail, and logistics

Our methodologies adapt to the unique characteristics of each business model and sector.

Core Service Areas

  • Business & Asset Valuation

    • Equity and enterprise valuations

    • Fair market value and fair value estimates

    • IP and intangible asset valuation (patents, trademarks, know-how)

    • Valuation for dispute resolution, M&A, and internal planning

  • Financial Modeling & Forecasting

    • Custom models for early-stage and growth-stage companies

    • Driver-based forecasts, scenario tools, and KPI tracking

    • Integration of operational, strategic, and industry-specific assumptions

  • Litigation & Dispute Support

    • Valuation reports for commercial litigation, shareholder disputes, and IP damages

    • Rebuttal of opposing expert valuations

    • Financial support for breach of contract, lost profits, and economic harm analysis

  • Transaction & Investor Support

    • Valuation and modeling support for M&A, licensing, and investment negotiations

    • Capital raise forecasting and use-of-funds planning

    • Investor pitch deck modeling and sensitivity tools

Need a Valuation You Can Stand Behind?

Let’s talk about how we can support your next valuation or modeling need.
Book a consultation to get started.