When it comes to our business, our concept of profit is that of its Latin root: to make progress. We see progress as mastery in our craft; growth in our clients’ trust in our abilities, and deepened connections within our personal and professional communities, all of which flows naturally from a willful dedication to be the very best that we can be.

In keeping with the Intrinsic culture, we require that our professionals either possess or are in pursuit of the most esteemed professional credentials in the fields of finance and accounting.

Our credentials include:

  • Chartered Financial Analyst (CFA)
  • Accredited Senior Appraiser (ASA)
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)


No man ever reached excellence in any one art or profession without having passed through the slow and painful process of study and preparation – Horace