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Why you need Valuation Services and why choose a CPA with

the Certified Valuation Analyst Designation Valuation

The Key to Achieving Your Goals

If you own a business, want to protect your wealth, or need to know how much an asset is worth, you will at some point need professional valuation services. It may be to:


  • Sell your business at a price commensurate with its value
  • Determine buy/sell agreement amounts
  • Provide a lender with financial statements for a business loan
  • Plan for a merger; acquisition or stock offering
  • Develop an estate or tax plan to protect your wealth
  • To comply with IRS gifting and estate regulations
  • Create a succession plan
  • Determine the value of assets and liabilities for a divorce settlement
  • Provide an expert opinion on the valuation of a business in a litigation matter
  • Assist attorneys in litigation
  • File an insurance claim
  • Set up an Employer Stock Ownership Plan (ESOP)
  • Provide expert witness services


Whatever its purpose, valuation is a widely used discipline that can play a key role in helping you achieve your financial goals. Business valuation professionals can give you the answer.

Business valuation is a complex process requiring broad knowledge of finance and business, expert application of recognized valuation methodologies, and diligent adherence to professional standards. It is an art, rather than a science, in which sound judgment based on solid experience in the discipline, is of utmost importance.

Selecting a Valuation Professional

It is critical to determine the purpose of the valuation and what the practitioner will include in the estimate of value. This determination shapes the choice of valuation method to apply, because different approaches and concepts may be more appropriate for different purposes.

You want an expert whose training and experience enable him or her to apply an appropriate methodology and derive a value that is both reasonable and supportable. You also want someone who has a thorough understanding of the financial and operational aspects of your business.

What CPA’s bring to the task of valuation:


  • A proven track record of competence
  • Integrity
  • Objectivity
  • Sound Judgment
  • Commitment to quality service


AICPA is the national professional association of CPAs, with more than 330,000 members. In its continuing efforts to serve the public interest, AICPA sets the standards for CPA services, upholds the profession’s code of conduct and provides professional education and accreditation programs. As CPAs we have the commitment to quality service and the proven competence to fully satisfy your valuation needs.

CVA – Valuation with Added Value

To provide assurance that business valuation service providers are experienced, tested, and accredited, the National Association of Certified Valuation Analysts (NACVA) has developed the Certified Valuation Analyst (CVA) program.

Those who earn the CVA designation must:


  • Be a NACVA member in good standing
  • Demonstrate substantial experience in business valuation
  • Pass a rigorous written exam


To maintain the CVA credential, evidence of continued substantial involvement in the discipline and completing related Continuing Professional Education (CPE) courses is required. The CVA designation certifies that you are working with an accredited valuation professional.

As a CPA, CVA we combine a sophisticated understanding of accounting, taxation, financial statement analysis and business operations in many different industries with proven competence in valuation. Building on our core competencies, the CVA gives us an advantage in meeting your valuation needs.

When you need reliable, impartial advice, give yourself the advantage of working with a CPA, CVA and get valuation service you can count on.

CPA,CVA Your Best Choice For Valuation Services

The advantage of a CPA that is also a Certified Valuation Analyst (CVA) include:


  • Rigorous CVA accreditation requirements by NACVA
  • Proven competence in the complexities of business valuation
  • Advanced CPA training and broad knowledge of finance and business
  • Skill in selecting the most appropriate valuation methodology


The CPA, CVA designation is the mark of a valuation professional who is able to provide a sound, credible valuation based on all relevant facts, common sense, and informed judgment and reasonableness.

Call us to discuss your valuation needs; we would be pleased to discuss how we can meet them and assist with other accounting and consulting services.

January/Febuary 2017 Issue of Valuation & Litigation Breifing
March/April 2017 Issue of Valuation & Litigation Breifing
May/June 2017 Issue of Valuation & Litigation Breifing
July/August 2017 Issue of Valuation & Litigation Breifing
September/October 2017 Issue of Valuation & Litigation Breifing
November/December 2017 Issue of Valuation & Litigation Breifing
January/Febuary 2018 Issue of Valuation & Litagation Breifing
March/April 2018 Issue of Valuation & Litigation Briefing
May/June 2018 Issue of Valuation & Litigation Briefing
July/August 2018 Issue of Valuation & Litigation Breifing


Michael R. Blezard, CPA/ABV, CVA is our partner in charge of business valuation services. Mike has performed valuations on a variety of business and litigation claims.



Steven R. Leibowitz, CPA, CVA is our partner in charge of forensic financial services.

Tel: 860-871-1722
Fax: 860-871-1228