2023 Honorees

Youssef Allam

Financial Analyst

Key Private Bank

New York, NY

youssef_t_allam@keybank.com

(716) 838-7611

LinkedIn Profile: https://www.linkedin.com/in/youssefallam/

Age: 25 (estimate)

Area of Expertise: Business Valuation/Appraisal

Youssef Allam is a financial analyst on our Business Advisory Services (BAS) team at Key Family Wealth. The BAS group focuses on a holistic approach to transition planning for business owners, helping clients navigate the complexities of business transition with the impact of any given transition on the personal financial picture of the owner. Mr. Allam is the steward of much of the analytical framework for BAS; he spends much of his time “under the hood” involved in detailed scenario modeling and analysis for his clients. Working closely with his BAS, Family Wealth peers, and his clients’ other advisors, Mr. Allam helps clients ascertain the optimal strategies for preserving, protecting, and maximizing their after-tax proceeds at all stages of their business transition, and integrating these strategies into their multigenerational wealth plans. Mr. Allam graduated Cum Laude from SUNY University at Buffalo with a Bachelor of Science in Business Administration and a Financial Analysis Concentration. He has also received the Certified Wealth Strategist designation only eight months after graduation. He is also a Certified Valuation Analyst (CVA) and currently pursuing the Certified Financial Planner (CFP) designation, while preparing to get the Chartered Financial Analyst (CFA) designation. Aside from work and education, Mr. Allam is an avid runner training for his second marathon and he is also a PADI Open Water Diver. He resides in New York City.

What would you consider to be the most important current issue facing the financial consulting profession?

I believe automation and AI technologies are one of the biggest issues facing the financial consulting profession. While it potentially can add tremendous value to clients and advisors alike, it constitutes a significant threat to a lot of professionals in the industry that may soon find their roles and responsibilities taken over by AI.

What would you consider to be the major growth areas in the financial consulting profession?

I believe the mergers and acquisitions (M&A) sector is one of the fastest growing markets in the financial consulting profession. The Baby Boomer generation currently owns about 2.3 million businesses in the United States employing about 25 million people. The youngest Baby Boomer is 59 years old, while the oldest is 77. Those owners are now staring down the path of transitioning/transacting their businesses, which creates a huge opportunity for anyone working in the M&A world.

Jack Arndt

Financial Analyst

BCC Advisers

Des Moines, IA

jack@bccadvisers.com

(515) 777-7085

LinkedIn Profile: www.linkedin.com/in/jackson-arndt-039972149

Age: 27

Area of Expertise: Business Valuation/Appraisal

Jack Arndt is a financial analyst at BCC Advisers, an independent valuation firm in Iowa. He has assisted on approximately 500 valuations of private companies for a variety of purposes including: ESOP transactions and annual ESOP administration, gift and estate planning, mergers and acquisitions, buy/sell agreements, management planning, financial reporting, SBA loans, and litigation. In his four years of experience with BCC Advisers, Mr. Arndt has implemented technological enhancements into the firm’s practice by utilizing advanced tools to gather and analyze data more efficiently. In addition, Mr. Arndt has used technology to streamline the completion of various administrative tasks. Mr. Arndt’s technological efforts have led to increased efficiency, consistency, and accuracy in preparing valuation reports. Mr. Arndt is active in the appraisal profession, currently serving as the education committee chair for the Iowa-Nebraska chapter of the American Society of Appraisers, while also working toward earning his Accredited Senior Appraiser (ASA) certification. Business valuation articles he has written on the topic of gift and estate planning have been printed in local business publications. In addition, he has represented the valuation profession and his firm by presenting on valuation topics at his alma mater, Simpson College. Mr. Arndt is actively involved in the community as a high school soccer coach, sharing knowledge gained from his time as a collegiate soccer player.

What would you consider to be the most important current issue facing the financial consulting profession?

I believe the most important current issue facing the financial consulting profession is the continued rise of technological advancements. Technologies including artificial intelligence (AI), data analytics, and machine learning can transform the operations of valuation and consulting firms. The incorporation of these developments is vital for firms to remain relevant and competitive, as these technologies have the potential to significantly improve efficiency and research capabilities. It is crucial for professionals in this industry to continually learn and adapt in this ever-changing technological environment.

What would you consider to be the major growth areas in the financial consulting profession?

The opportunity to capitalize on the rise of internal ownership transition amid a slower acquisition market is a major growth area for financial consultants. Whether through family succession, a management buyout, establishing an ESOP, or other methods; internal transition will continue to be a growing trend among aging business owners as the largest transfer of generational wealth is on the horizon. These transition methods also provide an effective strategy to retain employees through a transition, especially during a period of labor shortages.

Aric D. Blender, CPA, CVA

Senior Accountant

Contryman Associates, PC

Kearney, NE

ablender@capc.com

(308) 237-5930

LinkedIn Profile:

Age: 30

Area of Expertise: Other

Aric Blender is an extremely hard-working individual who puts everything he has into the work he is doing and ensures an accurate and satisfactory product is delivered to all of his clients. Mr. Blender has made extraordinary strides in learning new areas of accounting; which can be seen in the day-to-day work that he takes on. He had the determination to initially earn his CPA certification, which allowed him to provide tax and audit work for clients in a multitude of sectors. After this certification, he made the decision to pursue the CVA designation, which allowed him, along with a co-worker, to redevelop the business valuation department in their firm to bring a service that is lacking within the tri-cities area. Mr. Blender also prides himself on being involved in the community by volunteering for local events and serving as a board member on a variety of organizations.

What would you consider to be the most important current issue facing the financial consulting profession?

In my opinion, I believe the most important issue facing the financial consulting profession is a combination of the decrease in professionals entering the profession and the potential growth of the industry as business owners are looking to sell or transfer their business ownership. As more businesses are looking for assistance with their transition stages, the industry will be needing more professionals to guide them through this new phase for them.

What would you consider to be the major growth areas in the financial consulting profession?

I believe the major growth within the financial consulting profession will continue to develop from the generational transfer of business ownership. Owners will be looking to sell and potential buyers will be looking towards professionals who can assist them through this transition process, from planning to support after their transfer of business ownership. Being able to help support all the steps in the process and offer professional guidance with an understanding of the business and the overall marketplace is where financial consulting professionals can provide value to their clients.

Katie Brown, CPA, CFF

Supervising Senior

Huselton, Morgan & Maultsby, PC

Fort Worth, TX

kbrown@hmpc.com

(972) 404-1010

LinkedIn Profile: https://www.linkedin.com/in/katiebrowncpa/

Age: 29

Area of Expertise: Forensic/Valuation/Litigation Support

Katie Brown joined our team in 2021, and has made great strides towards advancing not only our department within HM&M, but the forensic profession as well. Upon passing the CFF examination, Ms. Brown began working with accounting students and serves as a mentor for CFF candidates. She has been pivotal in our department with researching current issues for us to review so that we stay on top of current events and methodologies.

What would you consider to be the most important current issue facing the financial consulting profession?

I believe that one of the most pressing issues we face today is the shortage of graduates choosing to pursue a career in our field. While there are certainly other significant challenges, such as regulatory changes and technological advancements, the talent pipeline is the lifeblood of our industry. The dwindling number of graduates entering financial consulting has several implications. It affects the diversity of thought and perspectives within our profession, which is crucial for innovative problem-solving. Additionally, as many experienced professionals are approaching retirement, the shortage of new talent exacerbates succession planning issues and makes it more challenging to transfer knowledge and expertise.

What would you consider to be the major growth areas in the financial consulting profession?

The integration of advanced technologies like artificial intelligence, machine learning, and data analytics is transforming financial consulting. Clients increasingly seek expertise in harnessing data for insights, risk management, and decision-making. Professionals who can effectively leverage these technologies will find significant growth opportunities.

Gabriel Chatelain, MSF, CVA

Senior Consultant

EAG Gulf Coast, LLC

Baton Rouge, LA

gchatelain@pncpa.com

(225) 360-3142

LinkedIn Profile: https://www.linkedin.com/in/gabriel-chatelain-b75758154/

Age: 27

Area of Expertise: Business Valuation/Appraisal

Gabriel Chatelain is a senior consultant in the firm’s Financial Advisory Services Group, with five years of experience in the industry. Mr. Chatelain’s practice focuses on financial consulting and valuation advisory services. He assists clients with valuations of closely held businesses, transaction advisory, matrimonial dissolution analysis, and economic damage analysis. Mr. Chatelain has experience performing business valuations in estate and gift matters, litigation, transactions, and shareholder disputes. In addition, he has experience providing financial consulting services related to economic damages, forensic accounting and asset tracing, financial forecasting and modeling, and due diligence.

Education and Credentials:

• Bachelor of Science, International Trade and Finance, Louisiana State University
• Master of Science, Finance, Louisiana State University

Professional Affiliations:

• National Association of Certified Valuators and Analysts

Presentations Delivered:

• “Cost of Capital Basics” The Louisiana State Chapter of the National Association of Certified Valuators and Analysts. Facilitated September 30, 2021.
• “Cost of Capital Basics” The Mississippi Society of CPAs. Facilitated November 18, 2021.
• “ABC’s of Valuation and Forensic Services” The Mississippi Society of CPAs. Facilitated September 27, 2022.
• “Business Valuation Overview” The Louisiana State Chapter of the National Association of Certified Valuators and Analysts. Facilitated September 29, 2022.

What would you consider to be the most important current issue facing the financial consulting profession?

One of the more important issues I have noticed lately in our profession is an uncertain regulatory market. With the Tax Cuts and Jobs Act in 2018, the lifetime estate and gift tax limit essentially doubled. Barring any new legislation, this increase is scheduled to sunset by 2026. This means we should expect an increase in the amount of gifts made over the next few years as clients attempt to capture these savings. Additionally, it has been noted that the IRS is ramping up efforts to audit and review larger gift and estate valuations, particularly in regards to their treatment of discounts. The issue is there does not seem to be any consistent guidelines on what they will or will not allow.

What would you consider to be the major growth areas in the financial consulting profession?

The main way we can grow as a practice area is to continue to market the profession well and across multiple disciplines. Many college graduates, even those majoring in accounting and finance, are not aware of valuation as a career. Additionally, we work in a field that can benefit from a diverse skill set. I have had coworkers who have majored in economics, English, engineering, even classical music, and each one of them have approached the practice in a new and interesting way.

JoAnna DiCicco, CVA

Vice President/Appraiser

Reliant Business Valuation

Cranbury, NJ

joanna@reliantvalue.com

(908) 888-6030

LinkedIn Profile:

Age: 28

Area of Expertise: Business Valuation/Appraisal

Since joining Reliant Business Valuation over 4.5 years ago, JoAnna DiCicco has exceled as both an analyst and a business appraiser. Ms. DiCicco started as a financial analyst, assisting appraisers with their analysis, before becoming a Certified Valuation Analyst through the NACVA in June of 2021. She has been involved in valuing over 500 small businesses (Reliant Business Valuation specializes in SBA Loans) since entering the industry. Ms. DiCicco has appraised businesses of all sizes, and throughout a variety of industries ranging from retail, to manufacturing, to medical, and everything in between. In addition to her everyday role, she has also assisted in writing or reviewing various educational narratives promoted by Reliant Business Valuation, including business valuation newsletters and industry insights which highlight key valuation considerations, cost structure, and multiples within a particular industry. Not only has Ms. DiCicco flourished as an employee, but she has also shown leadership skills in her ability to train our younger analysts and serve as a role model to them. Due directly to her appraisal skills and ability to teach, several of our younger junior analysts have also become promising future appraisers. Additionally, Ms. DiCicco has been an excellent representative for the female appraisers within the industry. While Reliant has had several female analysts, she was the first certified appraiser within our business, which has paved the way for our other analysts to pursue a similar path.

What would you consider to be the most important current issue facing the financial consulting profession?

The most important issue facing the financial consulting profession at this time is keeping up with continuous changes in the economy and maintaining the ability to adapt thoughts and processes accordingly. Business operations are directly impacted by economic conditions; which in turn, will have an impact on business valuations and multiples. Being familiar with the current state of the economy, interest rates, and overall current events is beneficial to making informed decisions and providing the most accurate information to clients within the industry.

What would you consider to be the major growth areas in the financial consulting profession?

Technology is continuously improving and becoming more advanced. In addition to technological advances improving efficiency within the profession as well as within businesses overall, younger generations beginning their careers within the industry will provide new insights and opinions that may not have been presented otherwise.

Reid F. Filotto, CPA, CVA, CFE

Partner

Filotto Professional Services

Joliet, IL

reid.filotto@filottocpa.com

(815) 341-6998

LinkedIn Profile: www.linkedin.com/in/reidfrancisfilotto

Age: 26

Area of Expertise: Business Valuation/Appraisal

Reid Filotto is a partner at Filotto Professional Services located in Joliet, Illinois and has been with the firm since 2022. His areas of concentration include valuation, forensic accounting, monthly controllership, corporate and personal tax matters. Mr. Filotto is a Certified Public Accountant, licensed in the State of Illinois, Certified Valuation Analyst, and Certified Fraud Examiner. He is an active member of the Illinois CPA Society, National Association of Certified Valuators and Analysts, and Association of Certified Fraud Examiners. Mr. Filotto has prior experience in audit and consulting with a top 10 public accounting firm located in Illinois. His client base was across multiple industries and states, mainly in the publicly traded and privately held banking sectors, along with hedge funds, private equity, and venture capital sectors. Prior to his public accounting work, Mr. Filotto worked for a county level government agency assisting in the investigation of financial crime and asset forfeiture cases. Most of the cases he assisted in were drug money laundering based or included certified professional wrongdoing. Mr. Filotto has more recently been involved in marital dissolution matters, employee embezzlement matters, defense of a trustee accused of wrongdoing by the beneficiaries, and municipal fraud examinations and internal control recommendations. He has been involved in a multitude of valuation engagements acting as the signer or support staff in marital dissolutions, shareholder disputes, and buy- or sell-side transactions. Mr. Filotto received a Bachelor of Science degree from Indiana University in Bloomington, Indiana, majoring in Public Financial Management. He additionally received a Master of Science in Accountancy from DePaul University in Chicago, Illinois with a major in Accountancy. He additionally serves as the Treasurer for the Plainfield Lions Club, Treasurer for the Joliet Area Young Professionals, Board Member for the Nature Foundation of Will County, and Board Member for the Silver Cross Hospital Golf Classic.

What would you consider to be the most important current issue facing the financial consulting profession?

The current most important issue facing the financial consulting profession is the lack of talent entering the field and the amount of professionals leaving the profession for retirement. Firms will have to entice young professionals into the profession, which may drive increased rates onto their clientele.

What would you consider to be the major growth areas in the financial consulting profession?

I think we will continue to see major growth in both the valuation and forensic areas for the next few years. Our firm has seen an uptick in valuation work for the sale of privately held businesses from one generation to the next and for gifting prior to the TCJA sunset. Additionally, criminal forensic work has increased as the fallouts of the pandemic will continue to be uncovered as time moves on.

Vikas Fofandi

Manager

Knowcraft Analytics Private Limited

Ahmedabad, CA

fofandivikas@gmail.com

+91 9033311448

LinkedIn Profile: https://www.linkedin.com/in/vikas-fofandi-86a257a1/

Age: 29

Area of Expertise: Business Valuation/Appraisal

Vikas Fofandi is a manager at Knowcraft Analytics with over six years of experience providing business valuation, financial, and strategic advisory services across various industries. His expertise spans diverse sectors such as life sciences, healthcare, cannabis, technology, and more. At Knowcraft, Mr. Fofandi handles a wide range of valuation engagements, including but not limited to: common stock valuation (IRC 409a), stock-based compensation valuation (ASC718), purchase price allocation models (ASC 805), goodwill impairment valuation (ASC 350/360), complex derivative valuations, fairness opinions, strategic valuations, physician compensation valuations, and gift and estate tax valuation. Mr. Fofandi plays an important role in the technical training at Knowcraft Analytics, overseeing the technical training requirements of the team members. He has been instrumental in developing the technical skills of the team and has received several accolades during his tenure, including the PAT on the Back, Spot Awards, the Culture and Value Champion Award, and Quarterly Awards. Mr. Fofandi holds a Master degree (MBA) from Ahmedabad University and a Bachelor degree in Engineering in Instrumentation and Control from Gujarat Technological University.

What would you consider to be the most important current issue facing the financial consulting profession?

I believe the financial consulting profession is facing the following issues:

• Adapting to Technological Advancements: In recent years, there have been substantial progress in data science, artificial intelligence (AI), and the overall financial technology sector. However, these advancements bring along challenges such as heightened client expectations, the necessity to invest in new technology for competitiveness, and the imperative of training individuals to enhance their technical expertise.
• Talent Acquisition and Retention: Establishing a strong team is essential for every financial company. In the current landscape, the challenge of attracting and retaining talent aligned with company values has intensified due to increased competition. Furthermore, the rise of digital transformation and the widespread availability of remote work options have broadened the range of choices for employees, especially in emerging tech-oriented startups.
• Adapting to Industry and Regulatory Changes: It is imperative to comprehend new regulations and their influence on valuation engagements. Furthermore, the emergence of cryptocurrency has brought forth numerous financial products without clear valuation guidelines or associated regulations (such as NFTs, crypto derivatives, etc.). It is important to stay informed about these changes and collaborate to create clear guidelines for these new products.

What would you consider to be the major growth areas in the financial consulting profession?

Proactive measures can turn a challenge into an asset. Effectively harnessing new technologies like AI or blockchain can provide opportunities for the industry to devise innovative strategies. Due to emergence of new products such as ESG products or blockchain-related offerings, there have been new growth opportunities opening up for the financial consulting profession.  

Jackson Forrestall, MAT, QKA

Valuation Analyst and Qualified Plans Administrator

Forrestall CPAs

Buford, GA

jackson@forrestallcpas.com

(678) 316-3401

LinkedIn Profile: https://www.linkedin.com/in/jackson-forrestall-7a368a150/

Age: 25

Area of Expertise: Business Valuation/Appraisal

One of Jackson Forrestall's most significant contributions lies in his pioneering use of technology and data analytics in the field. Recognizing the transformative potential of artificial intelligence and machine learning, he has pushed for us to integrate these cutting-edge tools into our valuation process. By leveraging advanced algorithms and big data analysis, he has enhanced the accuracy and efficiency of our valuation reports, delivering more precise insights to clients and stakeholders. In addition to Mr. Forrestall's solid professional knowledge and acumen, what really sets him apart is his exceptional bilingualism in Spanish and English. This linguistic proficiency has enabled him to forge strong connections with Spanish-speaking markets and stakeholders, expanding the reach and impact of their work across the country to include those business owners who may not have access to English-speaking services. By effectively bridging the language gap, he has facilitated cross-cultural collaborations and opened doors to new opportunities in diverse regions. His ability to navigate and communicate fluently in both English and Spanish has been a tremendous asset in navigating multilingual and international transactions, and serving a more extensive client base, solidifying his status as a truly influential figure in the business valuation profession. In addition to his role as a valuation analyst, Mr. Forrestall also is a Qualified 401(k) Administrator (QKA). In this capacity, he has been able to work closely with clients, especially those small- to medium-sized companies across the country. Here, too, his bilingual capabilities are prized as he is able to educate and consult with participants, especially those who are not proficient in English.

What would you consider to be the most important current issue facing the financial consulting profession?

As someone who works with more than one language/cultural market, I would say that a major issue that we are currently facing is a glaring lack of multilingual, financial education. Some of the most rewarding work for me has been getting to work one-on-one with Spanish-speaking clients and participants who have immigrated to the U.S. This large demographic is extremely important and, sadly, underserved in the financial consulting profession. My goal is to bring more education and understanding to those who do not speak English. Being able to navigate in English should not be a requirement to have access to quality financial education.

What would you consider to be the major growth areas in the financial consulting profession?

I have always believed that diverse backgrounds and a multitude of opinions truly bring about innovative ideas, regardless of the profession. Having said that, I sincerely hope that the financial-consulting profession continues to expand in such a way that many different types of people can find success, whether that be as a practitioner or client. An understanding of how culture shapes financial decisions, for example, is just one area of lacking that permeates the profession. Once we understand that our clients and colleagues will not all operate in the exact same way, we can begin to transform this industry into something accessible and equitable.

Delia Geyer

Risk Advisory Consultant

Baker Tilly LLP

Philadelphia, PA

Deliageyer3@gmail.com

(570) 905-4461

LinkedIn Profile: www.linkedin.com/in/DeliaGeyer

Age: 25

Area of Expertise: Healthcare Valuation and Consulting

Delia Geyer’s senior thesis was a cutting edge study of how diversity impacts the effectiveness of corporate management and the CEO pay ratio; a hot topic in the world of finance. The study included a rigorous statistical examination of the issues. She was one of the first scholars to publish in this area. In her current position, she assists in the computation of reserves; a critical question in the valuation of any business entity. She is well trained for estimating risk as she hold a Bachelor degree in high honors in Economics from Moravian University and an MS in Applied Economics from Lehigh University. Ms. Geyer will begin working towards various certifications including the CIA and valuation certifications. She will have a bright career at Baker Tilly.

What would you consider to be the most important current issue facing the financial consulting profession?

I believe that one of the most important issues facing the financial consulting profession today is navigating the ever-evolving landscape of regulatory compliance and technological advancements. As the regulatory space constantly changes and technology continues to evolve, financial consultants grapple with the complexities of these regulatory changes, using technology to effectively deliver services. Balancing the need for innovation and efficiency with regulatory requirements poses a continuous challenge, demanding adaptability and a comprehensive understanding of both financial information and technological advancements.

What would you consider to be the major growth areas in the financial consulting profession?

I would consider data analytics and AI to be two major growth areas in financial consulting. These tools are being used to change the way financial consultants are able to do their jobs, adding efficiency and effectiveness that has not been seen before.

Brian Keith

Data Science Manager

B. Riley Advisory Services

Atlanta, GA

bkeith@brileyfin.com

(470) 346-6856

LinkedIn Profile: https://www.linkedin.com/in/brian-keith-ds/

Age: 27

Area of Expertise: Litigation Consulting

Brian Keith is a data scientist and heads up the Data Science Division at B. Riley Advisory Services. Prior to joining B. Riley, he graduated from Auburn University with a Bachelor degree in Chemical Engineering and worked in the Pulp and Paper and Mining industries leading data science projects with a focus on process optimization, modeling, and control systems for manufacturing plants. He is also currently in the last year of his Master degree in Data Analytics from Georgia Tech. Mr. Keith has over five years of experience working with large and complex data sets, and specializes in litigation support, financial forensics, and statistics. Due to the nature of his firm’s broad range of areas of service, he has worked on a broad range of matters throughout his time at B. Riley. Some highlights of this experience include:

• Modeling and management of data related to over $1 billion worth of cumulatively purchased receivables for a financial services company.
• Expert services related to sampling methodologies and algorithm development for classification of warranty replacements in a class action lawsuit related to a large retailer.
• Multiple cases for one of the largest commercial shipping companies in the world, related to a damage dispute regarding package weights and billing charges.
• Fraud investigation related to fake trades on treasury bonds that resulted in overexposed positions.
• Damages pertaining to a data breach for a healthcare billing company in which millions of records for PHI and PII were leaked.
• Price fixing disputes related to a large retailer of aftermarket car parts.

What would you consider to be the most important current issue facing the financial consulting profession?

In my opinion, one of the most important issues facing the financial consulting profession is the rapidly developing technology landscape. Many firms are currently not utilizing many, if any, of these emerging technologies and worse, some are not willing to consider them. I believe that firms that can learn to utilize these technologies to improve not only the efficiency but also the quality of their deliveries will be the ones that will succeed in the coming years.

What would you consider to be the major growth areas in the financial consulting profession?

In my specific area of focus within financial consulting, which is centered on litigation, the surge in demand for forensic data analytics is a notable growth trend. The increasing volume of data in litigation cases has spurred a need for professionals skilled in managing large datasets and deriving strategic insights by using advanced statistical and analytical methodologies.

Lera Kooper

Chief Business Development Officer

Accountability Services

Seattle, WA

lera@accountabilityservices.com

(360) 572-9075

LinkedIn Profile: https://www.linkedin.com/in/lera-kooper-5511b05a/

Age: 28

Area of Expertise: Other

Lera Kooper, a co-owner and the Chief of Business Development at Accountability Services, stands out as a dynamic leader in the field of public accounting. Her selection as one of the prestigious "30 Under Thirty" by the National Association of Certified Valuators and Analysts (NACVA) underscores her rising influence and innovative approach in the industry. An alumnus of Central Washington University, she holds degrees in Accounting and Supply Chain Management. Her academic background forms the cornerstone of her expertise, enabling her to blend traditional accounting practices with modern strategic planning. This unique combination illuminates a clear path for her clients, guiding them towards achieving both financial and personal milestones. Ms. Kooper’s passion for entrepreneurship is not just professional but deeply personal. As a business owner, she possesses a profound understanding of the challenges and opportunities that entrepreneurs face. This empathy and insight drive her to help others make the most of their time, money, and resources in pursuit of their goals. Ms. Kooper’s recognition by NACVA as one of the "30 Under Thirty" is a testament to her innovative approach and her commitment to excellence in the field of public accounting and business advisory services. Her influence continues to grow as she shapes the future of accounting with her visionary insights and unwavering dedication to her clients' success.

What would you consider to be the most important current issue facing the financial consulting profession?

As a dedicated professional in the financial consulting sector, I believe the most pressing issue we currently face is the significant talent shortage within our field. This challenge is not confined to public accounting but extends to the broader realm of financial consulting. The crux of the problem lies in the insufficient number of college graduates choosing to enter our profession. This shortage of fresh talent not only impacts the immediate workforce availability but also challenges our industry to seek efficiency and leverage AI where it makes sense.

Additionally, there is a critical need for our profession to enhance the way we communicate our value proposition to clients. It is imperative that we articulate more effectively the substantial impact financial consulting has on both human lives and business performance. Our role extends beyond mere number crunching; it involves shaping financial strategies that can transform businesses and, by extension, positively affect the lives of individuals involved with these businesses. By improving our communication strategies, we can not only attract more talent into our field but also elevate the perceived value of our services, thereby fostering a deeper understanding and appreciation of our profession in the wider community.

What would you consider to be the major growth areas in the financial consulting profession?

I firmly believe that the future lies in the expansion of advisory services, both for individuals seeking wealth accumulation and for businesses in need of strategic guidance to achieve tax efficiency and growth milestones.

My professional passion has always been centered around helping others maximize their time, money, and resources in pursuit of their personal and business goals. This focus aligns perfectly with the emerging trend in our industry: the shift towards a more advisory-centric approach. Individuals are increasingly looking for expert advice not just in managing their finances but in strategically planning for wealth accumulation. They seek a trusted advisor who can provide insights and strategies tailored to their unique situations and aspirations.

Similarly, businesses, more than ever, require proactive partners who can guide them through the complexities of tax planning and business growth strategies. The role of a financial consultant in this context transcends traditional accounting and tax services. It involves being an integral part of a business's journey, providing insights and strategies for navigating tax efficiencies, and supporting them in achieving significant growth milestones.

This shift towards advisory services represents a significant growth area for our profession. It requires a deep understanding of individual and business needs, a strategic mindset, and the ability to provide tailored, actionable advice. As financial consultants, our ability to adapt to these evolving needs and to position ourselves as essential advisors in wealth accumulation and business growth will be pivotal in driving the future success and relevance of our profession.

Monet Lee

Senior Research Analyst

New York, NY

monet.lee@brattle.com

(224) 420-2047

LinkedIn Profile:

Age: 26

Area of Expertise: Litigation Consulting

Monet Lee is a senior analyst at The Brattle Group where she specializes in complex financial transaction disputes involving business and securities valuation. She has worked with numerous high-profile economic and financial experts on issues related to M&A litigation, bankruptcy, restructuring, and alternative investments, and is experienced in various phases of legal proceedings, including deposition, trial, and arbitration. Additionally, Ms. Lee has worked on complex matters involving private equity funds, hedge funds, financial institutions, and local governments. Ms. Lee significantly contributes to high-stakes cases at Brattle, having led teams across the firm’s New York, San Francisco, London, and Sydney offices. Beyond her work, she is deeply committed to mentoring and developing junior analysts, offering indispensable guidance to analysts and recruiting and training incoming classes. Furthermore, she enjoys researching and exploring interesting business topics, and has published and presented her work in conferences and in the American Bankruptcy Institute and Law 360 journals. Prior to Brattle, Ms. Lee was an investment banking analyst at Raymond James where she aided in the successful restructurings of healthcare, retail, and financial technology companies. She graduated from Harvard College in 2019 with a degree in Economics and a secondary in Global Health and Health Policy.

What would you consider to be the most important current issue facing the financial consulting profession?

The fusion of technology and data analytics stands as a pivotal challenge in the financial consulting realm. Consultants now contend with a vast array of ever-evolving technological solutions and data sources, each offering immense potential. However, the real hurdle lies in distilling meaningful insights from this abundance of data and transforming it into actionable advice. I believe that this profession's future success hinges on consultants' adeptness in not just harnessing technology but also interpreting data in a manner that translates into value-driven recommendations for their clients.

What would you consider to be the major growth areas in the financial consulting profession?

Amidst the surge in regulatory complexity, I believe that the financial consulting landscape is witnessing a heightened demand for specialists in regulatory compliance and risk management, including in the realms of cryptocurrency and digital assets. Companies must navigate multifaceted compliance frameworks across diverse geographies, which necessitates expert guidance. Therefore, financial consultants equipped to provide tailored solutions for mitigating risks and seamlessly adapting to evolving regulatory standards are poised for substantial growth. As businesses strive to ensure adherence to standards in innovative spaces, the need for consultants well-versed in managing associated risks also becomes pivotal.

Brandon Lee

Senior Associate

B. Riley Advisory Services

Atlanta, GA

blee@brileyfin.com

(470) 346.6811

LinkedIn Profile: https://www.linkedin.com/in/brandonelee

Age: 27

Area of Expertise: Other

Brandon Lee is a senior associate at B. Riley Financial where he is a highly regarded and trusted advisor for their real estate clients. His expertise spans the fields of real estate valuation, financing, accounting, and commercial property management/brokerage. At B. Riley Financial, he leverages his industry experience to provide in-depth advisory and litigation support services for his clients. Notable engagement highlights include the audit and valuation of real estate investment trusts (REITs) and developing cash flow models used to demonstrate damages arising from contract breaches and disputes. Outside of litigation, Mr. Lee has completed appraisals or analysis for all income-generating property types for purposes such as financing, taxes, partnership buyouts, and more. He received his BBA in Real Estate from the University of Georgia and holds an active appraisal license in Georgia. He previously worked in management and brokerage at an Atlanta-based firm that specializes in multi-tenant medical, office, and retail properties. In his free time, he enjoys playing tennis and getting in the occasional 18-holes despite being a miserable golfer.

What would you consider to be the most important current issue facing the financial consulting profession?

The misuse of AI and social media. Clients are at risk of mistaking synthetic text for reliable, citable information, while the prevalence of social media in business means that anyone can access a platform of influence, where misinformation can spread like a virus, whether intentional or not. The noise created from these sources will make it increasingly difficult to disseminate what is and what is not financially or fundamentally sound.

What would you consider to be the major growth areas in the financial consulting profession?

Growth will likely be central to roles that emphasize the importance of human expertise, judgment, empathy, and personal touch (something many of us have forgotten about in the post-pandemic world), keeping these professions in demand and future-proof.

Nick Malvasi

Senior Associate

Ernst & Young

Charlotte, NC

nick.malvasi@ey.com

(330) 550-3775

LinkedIn Profile: linkedin.com/in/nicholas-malvasi-mba-cva-0a3305b1

Age: 29

Area of Expertise: Business Valuation/Appraisal

Nick Malvasi has seven years of professional experience. As a Senior Associate within EY’s Strategy and Transaction group Valuation – Modeling and Economics, his primary focus is working with senior private and public business leaders to help address complex business needs during the M&A process across all industries with financial modeling, strategic planning, capital allocation, FP&A, and investment appraisal for various intangibles asset valuations for transactional and impairment purposes. Before joining EY, he was an Analyst at GreerWalker, LLP. where he focused on middle to lower-middle market M&A, business valuation, and financial litigation. While at GreerWalker, he proficiently performed varied valuations for middle-market private firms, spanning sectors like Industrial, Pharmaceutical, Retail, Service, and IT, and excelled as a sell-side M&A advisor, skillfully managing due diligence and fostering client growth through expert consultation. Before GreerWalker, Mr. Malvasi spent two years in the asset management industry at Barings, LLC, as a Securities and Derivative Valuation Analyst. As a Securities Valuation Analyst, he supported model development and conducted valuation analysis in various sectors and securities such as equities, CLO/CDOs, asset-backed, CMBs, high-yield, structured credit, real estate, alternative, and private debt assets. After a year in that role, he was charged with leading the derivative valuation team. While in this role, he oversaw and conducted daily valuation analysis of ~$150b OTC derivative book and worked alongside derivative traders and portfolio managers to help hedge portfolio strategies. His first role after his undergraduate degree was with the Vanguard Group. At the Vanguard Group, he was an investment associate where he helped retail clients understand the investment process and provided in-depth market analysis to enable clients to make more informed investment decisions.

Education and Memberships:

• MBA, with a concentration in strategy and leadership; from the Wake Forest School of Business at Wake Forest University
• BA in Finance from Baldwin Wallace University
• CVA credential holder from NACVA
• FMVA license from Corporate Finance Institute

What would you consider to be the most important current issue facing the financial consulting profession?

The financial consulting industry today faces several challenges. High competition and the need for digital transformation are key issues, with firms needing to adopt new technologies and strategies to stay competitive. Cybersecurity concerns, project management difficulties, and adapting to changing client behavior also pose significant challenges. Balancing cost and growth, talent retention, staying ahead of industry trends, navigating various risks, and focusing on business development and positioning are other major concerns.

What would you consider to be the major growth areas in the financial consulting profession?

I believe some key growth areas in the financial consulting industry include financial and digital transformation and technological innovation, regulatory complexity, personal financial advisory services, and societal impact. More broadly, I believe information technology or human resources and information security consulting are also areas that will see continue growth over the next decade. Additionally, financial consulting in green and renewable energy will be an area of high importance in many coming years.

Sasha Miller, CPA, CVA

Director of Tax and Accounting

Allen Capital Group

Grand Island, NE

sasha@allencapgroup.com

(308) 382-5720

LinkedIn Profile:

Age: 29

Area of Expertise: Business Valuation/Appraisal

Sasha Miller graduated from the University of Nebraska at Kearney with a degree in Business Administration, with an Accounting emphasis, in 2016. She is currently the Director of Tax and Accounting at Allen Capital Group in Grand Island, NE. Throughout her career, she has been recognized by various organizations for her professional expertise and has obtained certifications of both Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA). In her current role, Ms. Miller focuses on tax planning, preparing, and filing tax documents and returns, developing business strategies and business valuations. She prides herself on building and maintaining strong relationships with her clients and is most known for never shying away from a challenge. She approaches each of her engagements with professionalism and holds a high standard of accuracy and efficiency for all services she provides. Outside of her professional career, Ms. Miller is passionate about community involvement and currently serves as a board member and committee member for multiple organizations including Heartland CASA and the Grand Island Young Professionals. She is a member of the American Institute of Certified Public Accountants (AICPA), the Nebraska Society of Certified Public Accountants (NESCPA), and the National Association of Certified Valuators and Analysts (NACVA). Ms. Miller graduated from Hall County’s Leadership Tomorrow program and was also a recipient of the 2022 Top 35 Under 35 award presented by the Grand Island Chamber of Commerce.

What would you consider to be the most important current issue facing the financial consulting profession?

I think the most important issue is the lack of interest in the profession among today’s youth. I think it is important that those of us in the profession reach out to them sooner rather than later to help spark an interest or passion within them. There are incredibly talented individuals out there that may end up in a different profession because they never developed a mentor relationship due to the lack of initiative among experienced individuals within the profession. Overall, it starts with us to shape the profession going forward and make sure that it continues to be prosperous.

What would you consider to be the major growth areas in the financial consulting profession?

I think we are going to see major technology growth for the financial consulting profession. We have already seen some of this, but I expect it to continue growing to create more personalized customer interactions while also making our work more efficient. Technology is allowing us to automate various background tasks so that we can spend more time focusing on the wants and needs of our clients.

John Milnes, CVA

Vice President/Appraiser

Reliant Business Valuation

Cranbury, NJ

john@reliantvalue.com

(908) 888-6030

LinkedIn Profile: https://www.linkedin.com/in/johnmilnes14/

Age: 27

Area of Expertise: Business Valuation/Appraisal

John Milnes is currently a vice president at Reliant Business Valuation, a nationwide valuation firm that specializes in third party certified business valuations and equipment appraisals for Small Business Administration (SBA) lenders. Mr. Milnes started his career with Reliant Business Valuation in 2019, after graduating from Rutgers University with a Bachelor of Science in Finance. Throughout his career, he has performed over a thousand business valuations, primarily for financing purposes, across numerous industries, including (but not limited to) commercial construction firms, SaaS-based businesses, professional service providers, and retail locations. In addition to performing business valuations, Mr. Milnes mentors and reviews the work of several analysts to ensure accuracy and overall quality. In 2020, Mr. Milnes also worked with PPP lenders to assist in the automation of forgiveness applications

What would you consider to be the most important current issue facing the financial consulting profession?

The most important issue facing the business valuation profession is the current state of the economy, as increased interest rates, rising inflation, and increased business costs make it difficult to project future cash flows and, in turn, value a business.

What would you consider to be the major growth areas in the financial consulting profession?

I believe major growth areas in the business valuation profession exist around the rapidly-evolving technology. New technology provides valuation firms opportunities to improve their processes through automation allowing them to produce more high-quality reports to a wider range of industries.

Laura Minton, CPA

Senior Associate

Whitley Penn

Fort Worth, TX

Laura.Minton@whitleypenn.com

(817) 259-9033

LinkedIn Profile: https://www.linkedin.com/in/laura-minton/

Age: 23

Area of Expertise: Litigation Consulting

Laura Minton is a CPA and senior forensic, litigation, and valuation associate at Whitley Penn, LLP. Ms. Minton graduated summa cum laude from the University of Arkansas in 2022, with a Master of Professional Accountancy. During her collegiate career, she served as President of the Beta Alpha Psi Alpha Iota chapter, was a member of Beta Gamma Sigma, and earned Civilian of the Year for her dedication to her work at the University of Arkansas Police Department. Ms. Minton performs tracing analyses and forensic investigations in connection with marital dissolutions. She is dedicated to family law and to advancing her field of work. She is a leader on her team and mentors and trains interns and new staff. She is part of Whitley Penn’s NextGen Council, which identifies rising leaders and gives them a voice to existing leadership. Ms. Minton continues to grow as a young professional and consistently works toward achieving new goals.

Ge'Net Ninstant

Manager

Ferrraro, Amodio & Zarecki, CPAs

Saratoga Springs, NY

gninstant@fazcpas.com

(518) 813-2187

LinkedIn Profile: https://www.linkedin.com/in/ge-net-ninstant-cfe-39484692?challengeId=AQGqJSS-NpBuJwAAAYnb0FRXDh1KFuNL0TYM0DiBKkg_rvsKuXv4H7XUIa401EngPjf5-d5ZOgkN3Ub3au1nI8YTsQVWkAMcog&submissionId=cef6d482-57ce-7917-3c6e-0196cdb4d90c&challengeSource=AgGFEkcSJ3XyfgAAAYnb0

Age: 30

Area of Expertise: Business Valuation/Appraisal

Ge’Net Ninstant is a manager at Ferraro, Amodio & Zarecki, CPAs, where she specializes in forensic accounting, business valuations, and litigation support. She has over seven years of experience and has been involved in numerous forensic accounting engagements, as well as various valuation engagements, including the valuations of privately held business enterprises and professional practices for use in matrimonial proceedings, mergers and acquisitions, gift and estate tax planning, and litigation. She also specializes in the areas of economic damage analysis, insurance loss accounting, and financial investigations. As a Certified Fraud Examiner, she uses her skills to detect potentially fraudulent issues within a business and create protocols and systems to deter and prevent these types of activities before they happen. She stays active in the community as a member of the Association of Certified Fraud Examiners (ACFE), the Albany Area Chapter of the Association of Certified Fraud Examiners, American Institute of Certified Public Accountants (AICPA), Forensic and Valuation Services section of the AICPA, New York State Society of Certified Public Accountants (NYSSCPA), American Bar Association, Capital District Women’s Bar Association, and a board member for the Boys & Girls Clubs of the Capital Area. She earned her Bachelor of Science degree in Accounting from Siena College.

Lauren Pulver

Litigation and Valuation Senior

Citrin Cooperman Advisors

Miami, FL

lpulver@citrincooperman.com

(305) 444-0999

LinkedIn Profile: https://www.linkedin.com/in/lauren-pulver-esq-a0019358/

Age: 29

Area of Expertise: Financial Forensics

Lauren Pulver’s exceptional contributions in the realms of litigation support and valuation have been nothing short of extraordinary, leaving an indelible mark on the field. Her innovative approaches and unwavering dedication have propelled her to the forefront of these complex disciplines. First, she, in the past year, became both a barred attorney in Florida as well as a Certified Public Accountant. In the realm of litigation support, her ingenuity shines through her pioneering use of technology-driven solutions. Her adept utilization of e-discovery tools, data analytics, and artificial intelligence has revolutionized the way our team approaches case management, information retrieval, and document review. Ms. Pulver’s keen understanding of the nuances of data analytics, coupled with her proficiency in harnessing technology, has led to heightened efficiency, reduced costs, and more robust evidentiary support for expert reports. Moreover, her prowess in valuation has redefined precision in assessing the worth of assets and businesses. Her meticulous research methodologies and comprehensive financial analyses have set new standards for accuracy and reliability. By seamlessly integrating economic principles, market trends, and industry-specific insights, she has assisted in valuation reports that withstand rigorous scrutiny and hold pivotal sway in critical decision-making processes. Ms. Pulver’s holistic approach to both litigation support and valuation, characterized by her interdisciplinary mindset and her ability to bridge legal and financial realms, has garnered her accolades from peers and clients alike. Her extraordinary advances continue to shape the landscape of these fields, inspiring others to follow in her footsteps and raising the bar for excellence. Her career trajectory is one of innovation, dedication, and a relentless pursuit of excellence in the realms of litigation support and valuation.

Julia Sexton, CVA

Director of Strategic Organizational Planning

Succession Resource Group

Portland, OR

julia.sexton@successionresourcegroup.com

(603) 504-5931

LinkedIn Profile: https://www.linkedin.com/in/juliassexton/

Age: 27

Area of Expertise: Business Valuation/Appraisal

Julia Sexton has worked with financial advisory practices in the financial services and consulting industry for over five years. She spent much of that time as a Certified Valuation Analyst and an active member of the National Association of Certified Valuators and Analysts in a valuation and consulting capacity. To her, valuation is more than getting the client a number; it is about their experience and helping them make informed decisions. She takes a comprehensive approach to evaluating the health of a client’s practice and highlighting areas of the business that add value and areas where there are opportunities for improvement. Her primary focus is valuing businesses, modeling various compensation packages for owners and employees, helping clients merge their books, deal modeling for internal transactions and multi-tranche succession plans, and modeling cash flow projections. She has completed thousands of valuations and in the last year, she helped more than 300 privately held financial advisory practices merge their books of business. Two of the biggest hurdles clients face when merging are (1) agreeing to the value of their practices and their ownership ratio in their newly formed company and (2) agreeing to a compensation plan. Ms. Sexton has an established track record of success getting clients over these hurdles, and 99% of her clients move forward with her recommendations and complete their transactions. She is currently the Director of Strategic Organizational Planning at Succession Resource Group (SRG). She earned a Bachelor of Science in Business Administration with a focus on Finance from the University of New Hampshire and is an alumnus of Alpha Kappa Psi, a professional co-ed business fraternity. Located in Providence, Rhode Island, she spends her free time traveling, kayaking, and hiking, with her husband, Kieran, and their golden retrievers, Sauvie and Phoebe. As a natural athlete, she participates in competitive CrossFit competitions. To balance out her active lifestyle, she likes to slow down and relax on a beach with a good book, weather permitting.

Shiv Sagar Sharma

Manager

Ahmedabad, CA

sharma.shivsagar@gmail.com

+91-8825005213

LinkedIn Profile: https://www.linkedin.com/in/shiv-sagar-sharma-32353a136/

Age: 27

Area of Expertise: Business Valuation/Appraisal

Shiv Sharma has over four years of experience in business valuations and financial modelling. He has worked on client engagements across verticals, including valuations for financial reporting, tax planning, portfolio valuations, and valuation for fixed instruments, amongst others. Currently, he leads a team specialized in serving clients for valuation for purchase price allocations and intangible assets. He is also a trainer and has conducted several firm-wide training sessions on managing audit support, keeping up to date with industry practices, as well as grooming new talent. Prior to working with Knowcraft Analytics, Mr. Sharma has worked with Deloitte’s business valuation practice for over two years where he was recognized and honoured for working on several challenging engagements. He is a finance scholar and gold medallist having finished at the top of his MBA’s finance batch at T.A. Pai Management Institute, Manipal. He completed his Bachelor in Commerce from the prestigious Ramjas College in the University of Delhi.

Colin M. Sim, CPA, CVA

Barnes Wendling CPAs

Tax Manager

Akron, OH

colinsim94@gmail.com

(440) 452-2096

LinkedIn Profile:

Age: 29

Area of Expertise: Taxation/Valuation

Colin Sim’s daily focus is assisting small to medium sized businesses and their owners. Over time, he noticed a need for the retiring demographic to begin succession planning. Following his Certified Public Accounting exams, he focused on receiving his Certified Valuation Analyst certification. He used his new-found knowledge to assist in the sale of many businesses and set up his client for retirement. He has made a commitment to giving back to the community; his alma mater and his fraternity. He contributes his time and financial expertise to serve on several non-profit boards, including Akron Ohio Iota Corporation and Good Samaritan Hunger Center. His services saved his college fraternity an estimated $750,000 in real estate taxes over the term of a land-lease. Mr. Sim also created a foundation to provide scholarships to undergraduates at his alma mater and volunteers at the weekly food distributions and kids bag program for Akron Public Schools.

Eslliey Tan, CPA

Valuation Analyst

Haynie & Company

Salt Lake City, UT

esllieyt@hayniecpas.com

(801) 972-4800

LinkedIn Profile:

Age: 24

Area of Expertise: Business Valuation/Appraisal

Eslliey Tan is a valuation analyst at Haynie & Company. He is precise, analytical, and capable of handling multiple valuation projects while ensuring accuracy. He is a CPA and plans to pursue business valuation credentials in 2024. He has experience in valuation, financial and economic analysis, and financial modeling. Mr. Tan prepares business valuations for a variety of purposes, including sales, gift and estate planning, mergers and acquisitions, and succession planning. Prior to joining the valuation team, he worked in Haynie's audit practice primarily auditing SEC and private companies within a variety of industries.

Jack Tangeman

Litigation Manager

Valuation & Litigation Services, LLC

Orlando, FL

jtangeman@valuation-litigation.com

(407) 233-4180

LinkedIn Profile: https://www.linkedin.com/in/jack-tangeman-372b21145/

Age: 28

Area of Expertise: Business Valuation/Appraisal

Jack Tangeman received his CVA in his mid-20s and exemplifies the ideal candidate for NACVA in his dedication, diligence, intelligence, and insight. He has worked for two firms—one in Orlando, FL and one in Baltimore, MD—and has proven himself to be a vital part of the valuation team at both firms. His ability to learn quickly, adapt based on the complexities thrown at him, and the professionalism with which he responds, exudes wisdom beyond his years. He exemplifies the epitome of the standards for the profession and elevates all of us who hold the designation. He has begun to speak on various topics and is able to teach high level concepts with ease to those learning. All professionals with whom he interacts—other accountants, valuators, attorneys, judges, and clients—all respect him and consider him an expert in the field. I can think of no equal at his age for someone who not only grasps the concepts so easily but is able to articulate them in a practical way and lend credibility to those seeking value in the designation. Mr. Tangeman’s trajectory is only increasing, and I am confident that we have only begun to see what he will do for our profession. I am proud to have known him and cannot wait to see what the future unfolds for him.

Joe Wik

Partner

Policastro, Wik & Company

Manchester, CT

joe@policastroassoc.com

(860) 604-1718

LinkedIn Profile: www.linkedin.com/in/joewik

Age: 29

Area of Expertise: Mergers and Acquisitions

Joe Wik's passion lies in helping small business owners optimize their businesses and rapidly grow their shareholder value through a strategic approach to M&A. His background is in internal consulting and strategy at Fortune 15 firms. Due to this background, he has a unique approach of assessing a client’s current state through a strong data-based valuation analysis, but then going deeper with clients to solve the root problems that are weakening shareholder value. He makes the complex simple so our clients understand the core drivers of their business’s value. When clients work with Mr. Wik, they not only understand what is driving their business’s current value, but they also take away specific actions to increase shareholder value in the future. Our clients often come to us for a valuation of their firm; however, when he is involved, they also gain a trusted strategic advisor to help them continue to grow the value of their firm. I have been in the business of buying, selling, and valuing insurance agencies for 40 years. I cannot think of a consultant who I would rather have as my partner (Mr. Wik was promoted earlier this year). You asked how he has made extraordinary advances in our profession. My answer is that his unique approach bridges the gap between our technical valuations and meaningful growth in shareholder value for Main St. businesses across the country. I look forward to seeing how his highly consultative approach and strategic perspective continue to advance the industry for years to come.

Tina Xavie

Chief Marketing Officer

CMG Worldwide

Beverly Hills, CA

tina@cmgworldwide.com

(310) 388-3555

LinkedIn Profile: https://www.linkedin.com/in/tina-xavie-882827112/

Age: 30

Area of Expertise: Business Valuation/Appraisal

Tina Xavie has over six years of analyzing and valuing intellectual properties of businesses, companies, and celebrity estates. She has acted in many contexts: mergers and acquisitions, regulatory compliance, financial reporting, tax planning, expert determination, and dispute resolution. She leads the valuation department in CMG Worldwide which manages celebrity intellectual property rights for over four decades. She was part of the valuation team in the trial of the century, the Estate of Michael Jackson v. Commissioner, where IRS used the exact number that her team came up with. Ms. Xavie soon brought her expertise to many high profile cases, such as Olivia de Havilland v. FX Networks, LLC et. al.; John Wayne Enterprises, LLC v Lucchese, Inc.; John Wayne Enterprises, LLC v Lucchese, Inc.; Ryan Guettler v. Hyper Bicycles, Inc., Snafu, Inc., Clay Goldsmid, Todson, Inc., and Walmart, Inc. Additionally, she has been invited to evaluate numerous famous personality estates. To name a few: Estate of Sandra Day O’Connor, Estate of María Félix, Estate of Hulk Hogan, etc.

Trevor Yuska

Financial Analyst

BCC Advisers

Des Moines, IA

trevor@bccadvisers.com

(515) 777-7088

LinkedIn Profile:

Age: 26

Area of Expertise: Business Valuation/Appraisal

Trevor Yuska is a financial analyst at BCC Advisers, an independent consulting firm based in Des Moines, Iowa. He has been involved in the valuation industry since undergraduate school when he competed in a national business valuation competition and presented to industry experts. Since joining BCC Advisers in 2019, he has prepared approximately 450 valuations of private companies spanning numerous industries. Mr. Yuska completed these appraisals for a variety of purposes, including ESOPs, gift and estate planning, mergers and acquisitions, buy/sell agreements, management planning, financial reporting, SBA loans, and litigation support. Mr. Yuska regularly attends ESOP, banking, and valuation conferences, representing himself and his firm. He is responsible for staying well-informed on valuation publications to ensure his team follows best practices. Mr. Yuska is an active member of the American Society of Appraisers (ASA) and is pursuing his ASA designation. He is currently in his second term as Treasurer for the Iowa-Nebraska chapter of ASA where he is responsible for the financial wellbeing and reporting of chapter operations. Mr. Yuska is involved in young adult organizations in the Des Moines area and regularly volunteers for civic and non-profit causes.