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Estate & Gift Taxes

Marital Dissolution

Buy-Sell Agreements

Certified Valuation Analyst (CVA) certification

Business Valuation

Business valuationThe CVA designation authorized by The National Association of Certified Valuators & AnalystsNational Association of Certified Valuators & Analysts is the only valuation credential accredited by the National Commission for Certifying Agencies (NCCA). Accreditation provides impartial, third-party validation the CVA has met recognized and international credentialing industry standards for development, implementation and maintenance programs.

To earn and maintain the CVA credential, candidates are required to meet the NACVA’s training and experience thresholds, hold a valid CPA license, pass a rigorous proctored exam and meet recertification requirements. I have earned the CVA designation and continue to improve my skills through experience, continuing professional education and peer review.

Business valuations serve many purposes and are required by the Internal Revenue Service in many situations including gifting and estates. Revenue Rulings under the IRS are highly complex and only allow qualified valuators to prepare the valuations.

Other situations requiring business valuations include damage calculations, marital dissolutionsmarital dissolutions, acquisitions, sales, and buy-sell agreements. Often valuations are performed when adding or losing a business partner to properly valuate stock shares. Over the years I have assisted clients in business valuations and offer these services to you.

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