2024 Honorees

Logan Aukes

Company Name: Williams & Company, P.C.

Designations: CPA, CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Sioux Falls, SD

E-mail: laukes@williams.cpa

At just 26 years old, Logan Aukes helps manage the valuation practice for Williams and Company, P.C., an INSIDE Public Accounting top 400 CPA firm. His ascent to this role demonstrates his capabilities and, perhaps more importantly, his commitment to the valuation profession. During his tenure as a Certified Valuation Analyst® (CVA®), Mr. Aukes has overseen valuation engagements across a diverse array of industries that collectively amount to over $347 million in value.

Mr. Aukes' expertise plays a crucial role in three key areas: acquisitions and divestitures of closely held businesses, litigation support, and gift and estate tax compliance. For those involved in business negotiations, he provides counsel throughout the entire process, helping clients make informed decisions that produce optimal outcomes. He maintains a similar approach when offering financial and forensic analyses to a network of attorneys—analyses that are instrumental in the mediation of disputes and production of compelling legal arguments.

Additionally, Mr. Aukes uses his insights to assist clients with complex gift and estate tax matters, ensuring they meet their compliance requirements and financial objectives. Beyond his professional responsibilities, he contributes to the valuation community by speaking to accounting students and investment clubs at local universities, helping to invest in the next generation of valuation experts.

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

The financial consulting profession is experiencing a shortage of new professionals. While this presents more opportunities for existing consultants, attracting new talent is crucial to meeting the demand for financial consulting, which has grown due to its emphasis on providing strategic, value-driven services. The talent gap is intensified by the rapid pace of technological advancements, requiring consultants to be skilled not only in traditional financial analysis but also in emerging technologies like artificial intelligence and data analytics. To address this challenge, we must focus on attracting the next generation of financial consultants, inspiring them about the profession's future, and equipping them with the skills necessary to succeed in this evolving field.

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

As alluded to above, artificial intelligence will play a major role in shaping the future of financial consulting by automating routine tasks and enhancing data analysis. These advancements will allow consultants to dedicate more time to providing the strategic advisory services that clients need in today’s complex business environment. Key areas set to benefit from the shift toward advisory-centric services include M&A support, business growth consulting, and wealth management. However, I believe growth will also extend to specialized areas such as forensic accounting, litigation support, and similar disciplines where a highly specific skillset is required. By embracing artificial intelligence and prioritizing personalized advice, financial consultants can become essential partners for their clients, helping them achieve both personal and business success.

Joseph Bill

Company Name: Eisner Amper

Area of Expertise: Business Valuation/Appraisal

City, State: Iselin, NJ

E-mail: joe.bill@eisneramper.com

Joe Bill is a Senior in the Financial Advisory Services Group at EisnerAmper, with two years of experience. He supports team members with litigation support, forensic accounting, and valuation services. He handles valuations for financial reporting, estate and gift matters, sales and acquisitions, and corporate tax planning. Mr. Bill also prepares reports and assists with questioning opposing expert reports in shareholder buyouts, matrimonial litigation, forensic investigations, and commercial damages.

Dedicated to continuous learning and personal growth, Mr. Bill leverages the support of his team members and the extensive resources at EisnerAmper. He is currently completing his Certified Valuation Analyst® (CVA®), having passed the exam and now working on the case study.

Colleagues and clients admire Mr. Bill's commitment to excellence, attention to detail, strong analytical mindset, and work ethic. He is a team player and natural leader, collaborating effectively, mentoring junior staff, and contributing positively to the workplace. His dedication extends beyond the office as he actively engages with his community.

Mr. Bill holds a Bachelor of Science in Finance and Financial Planning and Wealth Management from the University of Delaware, graduating in May 2022 with a double major. He is affiliated with the New Jersey Society of Certified Public Accountants and the Financial Consulting Group (FCG).

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

profession?

The most important current issue of the financial consulting industry is the implementation of new technology and artificial intelligence specifically. The advancement of modern technologies has changed and is continuously changing how consultants work. One must be willing to evolve constantly and allocate resources to acquire new capabilities and tools in order to remain competitive. Evolving with the technology changes and incorporating AI into the normal everyday business structure also brings in an associated amount of risk. While these new technologies bring great opportunities, they also mean we need to be extra careful about data security. The sensitive nature of financial data needs even stricter protection, which makes this problem even harder to deal with.

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

Attracting new professionals of all ages is one of the major growth areas in the financial consulting industry. Based upon my own experience, there are many people who are unaware of this industry and what the work we do entails. Broadening the knowledge and increasing awareness of our profession will drive more interest to our industry. This, in turn, will help create a larger group of people who want to work in the financial consulting field, helping us build a stronger and more diverse workforce.

Richard Casañas

Company Name: M&A Business Advisors

Area of Expertise: Mergers and Acquisitions

City, State: Newport Beach, CA

E-mail: Richard@mabusinessadvisors.com

Richard Casañas' entrepreneurial journey began in his childhood, as he witnessed the success of his family’s businesses. He played a crucial role in his family's franchise, which they have owned for over 30 years. This experience nurtured his keen interest in the world of business and led him to pursue a career as a Business Broker.

Mr. Casañas earned his Master’s in Business from USC Marshall's business program in Entrepreneurship and Innovation. Here, he acquired a strong foundation in various aspects of business management. During the MSEI program at Marshall, he and his team made it to the final five in USC’s New Venture Seed Pitch Competition, competing against over 300 small businesses and startups founded by USC students and staff. They walked away with over $50,000 in startup funds and received the highest award for Social Impact.

With over 10 years of experience in finance, negotiation, and market analysis, Mr. Casañas devises effective strategies for each deal, ensuring favorable outcomes for all parties involved. He takes great pleasure in matching entrepreneurs with the best opportunities and ensuring smooth transactions that satisfy both buyers and sellers.

After graduating college, Mr. Casañas gained valuable experience in the finance industry, working in banking, financial advising, and private equity. Despite coming from a family of entrepreneurs, he is the first to be born in the United States. With such a solid foundation, Mr. Casañas is poised for an outstanding career and success in whatever he pursues.

Eli Cattan

Company Name: B. Riley Advisory Services

Area of Expertise: Litigation Consulting

City, State: New York, NY

E-mail: ecattan@brileyfin.com

Eli Cattan is an Associate in the B. Riley Advisory Services’ valuation and litigation support practice, where his remarkable contributions to the field truly stand out. Mr. Cattan's diverse experience spans financial services, technology, healthcare, real estate, telecommunications, and biotech industries. His extensive background in corporate financial advisory equips him to provide strategic guidance and advisory services that achieve a wide range of business and strategic objectives.

In the realm of business valuation, Mr. Cattan excels. His expertise covers purchase price allocation (ASC 805), goodwill impairment (ASC 350), business enterprise valuation (ASC 820), stock-option and stock compensation valuation (ASC 718 and IRC 409A), fairness opinions, portfolio valuation, audit-assist reviews, and the valuation of intangible assets (such as technology, relationships, and trademark/trade names). Additionally, he navigates estate and gift tax matters and evaluates hard-to-value or unique assets using income, market, and cost approaches. Mr. Cattan's advisory services extend to strategic planning, buy/sell-side transactions, pre-acquisition due diligence, and working capital management.

Mr. Cattan earned his Bachelor of Business Administration in Finance from Baruch College’s Zicklin School of Business and is a member of the American Society of Appraisers. His commitment to excellence shines through as he fearlessly tackles new challenges, asks insightful questions, and meticulously documents his work. Mr. Cattan embodies the spirit of a lifelong learner, making him an invaluable asset to both our firm and clients.

Joseph Conklin

Company Name: DenverSiteWorks

Designations: CPA, CVA, CEPA

Area of Expertise: Business Valuation/Appraisal

City, State: Westminster, MD

E-mail: jconklin@denversiteworks.com 

Mr. Conklin graduated from McDaniel College in 2021 with degrees in Accounting and Business Administration. During his time in college, he began an internship with Sturgill & Associates, LLP, a small public accounting firm in Westminster, Maryland, where he assisted the firm's partners with business valuation engagements. Following his graduation, Mr. Conklin joined the firm as a full-time tax accountant and valuation analyst. He achieved his CPA designation in early 2022, his CVA® in early 2023, and the CEPA certification in late 2023.

After receiving his CVA, Mr. Conklin took on the role of Director of Business Valuations at Sturgill & Associates. In this capacity, he managed all valuation engagements and led a small team of analysts to complete valuation projects and produce accurate and comprehensive reports. In October 2024, Mr. Conklin accepted a position as the Controller of DenverSiteWorks, a company providing dumpster disposal, portable restroom, and temporary fencing services to customers in the Baltimore and DC metro areas. In his role as Controller, Mr. Conklin oversees the financial operations of the company and guides it through continued growth, with a focus on maximizing enterprise value in preparation for an eventual ownership transition.

Jose A. Cruz

Company Name: Cruz Tax & Advisory Group, LLC

Designations: CPA, CVA, CFE

Area of Expertise: Financial Forensics

City, State: Cooper City, FL

E-mail: jose@cruztaxadvisory.com

Jose A. Cruz has achieved exceptional growth in forensic accounting, advancing rapidly through Kaufman Rossin's Forensic Accounting and Valuation Services department. Throughout his ascent, he earned a Master’s Degree, CPA license, and CFE certification, demonstrating his dedication and expertise. Now, as the founder of his own accounting and consulting practice, Mr. Cruz offers a diverse array of services, including accounting, tax, forensic and valuation services. His career progression and entrepreneurial drive highlight his profound knowledge and commitment to the field, distinguishing him as an exemplary candidate under 30 years old for recognition.

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

One of the biggest challenges facing the financial consulting profession today is integrating automation while preserving the personal trust that clients expect from advisory services. As AI transforms the industry, firms must harness technology to enhance efficiency without compromising the human expertise essential for strategic decision-making. Many small and mid-sized business owners still face hurdles in financial literacy, tax planning, and long-term strategy. To address this, consultants should focus on education-driven advising, ensuring that automation strengthens—rather than replaces—the value of financial guidance.

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

Financial consulting is growing fast in areas like fractional CFO services, forensic accounting, and advisory for digital businesses. Many small businesses and startups can’t afford a full-time CFO or Controller, so fractional CFOs and Controllers offer flexible, high-level financial guidance. Forensic accounting is also in demand as fraud, regulatory issues, and litigation support increase. Lastly, with more digital entrepreneurs, influencers, and remote businesses emerging, consultants who specialize in tax strategies for online and global businesses will have a major advantage.

Blake Danielak

Company Name: Weaver

Designations: MAFF, CLP

Area of Expertise: Financial Litigation, Financial Forensics, Intellectual Property Valuation and Litigation

City, State: Austin, TX

E-mail: blake.danielak@weaver.com

Blake Danielak is a Senior Manager in Weaver’s Forensics and Litigation Services practice with over six years of experience assisting clients with damages assessments and evaluations for disputes and litigation. He has considerable experience in developing and analyzing damages claims, conducting fraud and financial forensics investigations, valuing businesses and intangible assets, and evaluating complex data sets resulting from allegations of patent infringement, theft of trade secrets, breach of contract, breach of fiduciary duty, financial misrepresentation, fraud, antitrust, defamation, personal injury, and wrongful death, among others. Mr. Danielak regularly directs and provides litigation consulting on complex engagements across various industries, including oil and gas, telecommunications, electronics, construction, medical devices, software, manufacturing and distribution, health care, and real estate, among others. He is often designated as an expert witness in matters of financial forensics and economic damages.

Before joining Weaver, Mr. Danielak was a Senior Project Manager at Nouvelle Analytics. He graduated with high honors from Indiana University of Pennsylvania with a Bachelor of Science in Finance and a Master of Business Administration. Mr. Danielak is recognized as a Master Analyst in Financial Forensics® (MAFF®) by the National Association of Certified Valuators and Analysts® (NACVA®) and a Certified Licensing Professional (CLP) by Certified Licensing Professionals, Inc. He is currently a member of the Licensing Executives Society (LES) and NACVA.

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

While the impacts of technological changes, such as AI, should not be overlooked,  I believe a crucial issue facing our profession is the ability to attract talent. As someone who is heavily involved in recruiting efforts for both interns and new hires, it never ceases to amaze me how candidates are unaware of the career paths that exist outside of tax, audit and banking for accounting/finance majors.

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

In my opinion, given the rapid advancements of AI, I think we could see a large industry shift in the field of intellectual property (IP). It is unclear whether: (1) AI will enable the issuance of new patents and/or related IP as problems are solved; or (2) the current unknowns and/or lack of clarity on disclosing the use of AI will lead to companies opting for trade secret protection rather than patents. Either scenario represents a unique opportunity for financial consultants from both a valuation and litigation perspective.

Austin Gaddie

Company Name: Cabrillo Advisors

Designations:

Area of Expertise: Business Valuation/Appraisal

City, State: Austin, TX

E-mail: AGaddie@cabrilloadvisors.com

Austin Gaddie has 5 years of valuation and transaction advisory service experience with both public and private companies, on matters related to mergers and acquisitions, transaction opinions, strategic planning, corporate tax planning, estate tax and planning, financial reporting and restructuring, portfolio valuation, and employee stock ownership plans. Prior to joining Cabrillo Advisors, Austin served as an analyst at Chartwell Financial Advisory, where he advised privately held businesses on a wide range of services including ESOP valuations and transactions, mergers and acquisitions, and strategic alternatives. Ausitn graduated from the University of Southern California, Marshall School of Business as a Trustee Scholar with Honors in 2018.

Megan Goble (nee Clark)

Company Name: Whitley Penn

Designations: CPA, CFE

Area of Expertise: Financial Forensics

City, State: Fort Worth, TX

E-mail: megan.clark@whitleypenn.com

Megan Goble boasts an impressive track record in accounting and valuation. Her academic journey began at Boise State University, where she graduated Magna Cum Laude with a Bachelor of Business Administration in Accounting in 2019, followed by a Master of Science in Accounting in 2020. Her commitment to her profession is evident in her pursuit of certifications such as Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE), and she remains an active member in those respective organizations.

Ms. Goble's business experience is extensive and diverse, making significant contributions in the Forensic, Litigation and Valuation Services department. Her expertise in business valuation, forensic accounting, and asset tracing has been invaluable. Additionally, she assists clients with litigation support and consulting services, including deposition, mediation, and trial preparation assistance.

Before joining Whitley Penn, Ms. Goble worked as an accounting professional for a law firm, managing accounts receivable, accounts payable, and payroll, among other responsibilities. She is a member of the Beta Gamma Sigma International Honor Society and a recipient of the Treasure Valley CFO Forum Scholarship and the Dorthy J. Engles Scholarship. These accolades are a testament to her hard work and dedication.

Joseph Grekoski

Company Name: Acclimation Group

Designations: CVA

Area of Expertise: Litigation Consulting

City, State: Austin, TX

E-mail: joseph.grekoski@acclimationgroup.com

Joseph Grekoski is the Founding Principal of Acclimation Group.

Mr. Grekoski specializes in economic damages calculations for litigation involving defamation, breach of contract, copyright infringement, trademark infringement, and trade dress infringement. At just 29 years old, he has already established himself as a sought-after expert witness in numerous IP litigation matters.

Mr. Grekoski is passionate about developing innovative methodologies to evaluate economic damages in litigation. His firm has made investments in machine learning capabilities, creating advanced models utilized for sentiment analysis in defamation cases. Additionally, he has published peer-reviewed literature on the apportionment of profits in intellectual property disputes.

Moreover, Mr. Grekoski is an expert in Name, Image, and Likeness (NIL) valuation and advisory, offering services to help navigate the evolving landscape of personal brand monetization. His expertise also extends to offering valuations for companies seeking SBA loans.

Mr. Grekoski graduated Magna Cum Laude from Binghamton University, earning a Bachelor of Science degree in Business Administration with a concentration in Finance. Mr. Grekoski also holds the designation of Certified Licensing Professional (CLP), which recognizes individuals who have proven expertise, skill, and knowledge in the licensing and commercialization of intellectual property.

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

Harnessing creativity and extending the limits of what is achievable, while maintaining a degree of reasonable certainty, is essential. However, many experts still rely on outdated literature when presenting damage calculations. As the internet continues to expand and online infringement becomes more prevalent, it is crucial to adapt to the digital landscape and develop innovative methodologies that reflect these changes.

Zach Koester

Company Name: Lutz & Company, P.C.

Designations: CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Omaha, NE

E-mail: zkoester@lutz.us

Zach Koester has taken on an incredible responsibility at Lutz & Company, P.C. by streamlining their business valuation models and reports, ensuring they are user and reader-friendly. He possesses an extraordinary capacity to absorb information like a sponge, diligently seeking answers to complex valuation questions. His intelligence, analytical prowess, and passion for the BVAL field are truly remarkable. Mr. Koester exemplifies the qualities we seek in the younger generation of professionals in this practice.

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

I believe the biggest current issues facing the financial consulting profession today are a combination of regulatory uncertainty, an aging business owner demographic, and a shortage of new professionals entering the field. The Tax Cuts and Jobs Act of 2017 doubled the federal, state, and generation-skipping transfer tax exemption, but this higher exemption is set to expire in 2026. It is unclear whether the current administration will extend the higher exemption level which creates uncertainty for high-net-worth individuals. This uncertainty will likely push them to fast track their succession planning to take advantage of the current exemption levels while they still can. At the same time, a wave of baby boomer business owners is quickly reaching retirement which will drive even greater demand for succession planning services. With fewer graduates entering the profession, the industry will need to attract new talent to keep up with this growing demand and/or become more efficient through the use of technology.

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

One of the most significant growth areas in the financial consulting profession is the integration of artificial intelligence and data analytics to improve decision making and efficiency. AI is making it easier to automate routine tasks, analyze complex datasets, and generate real time insights. When combined with tools like Excel and Power BI, consultants can build powerful financial models that provide meaningful and timely analysis. By leveraging AI to reduce the time spent on modeling we free up more time to focus on what truly matters, guiding clients through business transitions and other high stakes decisions. As consultants, our real value isn’t just in crunching numbers, it’s in making complex financial topics clear and easy to understand and helping our clients navigate the process with confidence. The firms that will be the most successful are those that find the right balance between quantitative analysis and personalized, relationship driven consulting services.

Faisal Lakhani

Company Name: CBIZ

Designations: CFA

Area of Expertise: Business Valuation/Appraisal

City, State: Atlanta, GA

E-mail: faisal.lakhani@cbiz.com

Faisal Lakhani is based in CBIZ’s Atlanta office, where he heads the regional valuation practice for the company. With over twelve years of experience in consulting and valuation, his expertise centers on appraising public and privately held enterprises, business interests, intangible assets, intellectual property, and related matters for purposes such as financial reporting, corporate planning, tax strategies, estate matters, and more.

Mr. Lakhani specializes in providing independent valuation opinions, intangible asset purchase price allocations, goodwill and long-lived asset impairment testing, fairness opinions, portfolio company valuations, and other valuation services. He also has extensive experience valuing privately held equity securities, convertible debt, equity-based awards, warrants, embedded derivatives, and contingent consideration. He works with clients including investment banks, private equity firms, and hedge funds.

Prior to joining CBIZ, Mr. Lakhani was a Director at KNAV, where he led the North American valuation practice and helped expand the firm’s financial instruments valuation.

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

One of the pressing issues in the financial consulting profession today is the rapid integration of AI and technology. Consultants are faced with the challenge of harmonizing automation with human expertise. As valuation models increasingly rely on data, professionals must adapt by utilizing AI to enhance efficiency while preserving the critical judgment and trust that clients value.

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

The valuation of complex securities is poised to be a major growth area as alternative investments—such as private market assets, digital securities, and tokenized real estate—expand. Future consultants will need to develop deep expertise in advanced valuation methods and regulatory frameworks to meet the increasing demand for transparency and defensible valuations.

John Michael Li

Company Name: Carnahan Group, Inc.

Designations: CVA

Area of Expertise: Healthcare Valuation and Consulting

City, State: Des Moines, IA

E-mail: john.li@carnahangroup.com

John Michael Li has been a consultant with Carnahan Group since November 2018, performing physician compensation fair market valuations, physician practice valuations, and hospital valuations. Within his first three years at Carnahan Group, he became a Certified Valuation Analyst and completed his Masters in Business Administration. He is in constant pursuit of knowledge and seeks out challenging valuation projects. He has become instrumental in the use of the compensation valuation online platform, FMV-MD, and is highly regarded by his coworkers and clients alike.

Throughout his tenure, Mr. Li has demonstrated a keen ability to perform valuations in the healthcare industry, completing over 1,000 physician compensation valuations. He continues to grow his repertoire by diving into more complex engagements. Clients love working with him because he maintains a positive abundance attitude, and is personable, professional, and knowledgeable in his deliverables.

Eddie Liu

Name: Eddie Liu

Company Name: Value Buddy

Designations:

Area of Expertise: Business Valuation/Appraisal

City, State: San Diego, CA

E-mail: efliu@berkeley.edu

Eddie Liu's contributions to the valuation profession are nothing short of groundbreaking. As the CTO of Value Buddy, he has spearheaded the integration of cutting-edge AI technologies, revolutionizing the way valuations are conducted. His development of semantic search algorithms has enabled the swift creation of comparable company lists, harnessing data from hundreds of thousands of private business transactions with unparalleled efficiency and accuracy. This innovation alone has significantly streamlined the valuation process, saving valuable time and resources for both clients and professionals.

Furthermore, Mr. Liu's implementation of generative AI-powered financial spreading tools represents a monumental leap forward in automation within the field. By leveraging artificial intelligence to automatically ingest and analyze client financials, he has not only increased the speed of analysis but also enhanced the accuracy and depth of insights derived from the data. This level of automation has the potential to redefine the standard practices within the valuation industry, setting a new benchmark for efficiency and precision.

In summary, Mr. Liu's visionary leadership and groundbreaking technological advancements have propelled the valuation profession into a new era of innovation and excellence. His contributions have not only revolutionized the way valuations are conducted but have also positioned Value Buddy as a pioneer in the industry. For his extraordinary advances in leveraging AI to enhance valuation practices, Mr. Liu unquestionably deserves recognition as a trailblazer and innovator in the profession.

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

As a "silver tsunami" of baby boomers reaches retirement age, millions of American small businesses will change hands over the next decade. Additionally, markets are becoming increasingly complex while valuation and risk analysts will not increase proportionally with the number of transactions caused by this demographic shift. The resulting mismatch in supply and demand within the financial consulting profession necessitates smarter as well as more efficient diligence to facilitate this generational wave of asset transfers.

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

With the advent of generative AI comes unprecedented opportunities for the financial consulting profession. Beyond enabling financial analysts to be more efficient, innovations in automation and artificial intelligence will enhance decision-making processes and allow services to be personalized to new levels. Evidently, those that embrace technology-driven services will undoubtedly become market leaders in the industry.

Elise Mochizuki

Company Name: Elise Securities

Area of Expertise: Mergers and Acquisitions

City, State: Albany, NY

E-mail: on_mochizuki@yahoo.com

As a government appointee known as a receiver, Elise Mochizuki manages failing companies seized by the government. Remarkably, she became the youngest receiver in New York history as a high school freshman. Her work involves utilizing distressed business valuation, forensic accounting, and fraud examination to save jobs by helping distressed businesses avoid bankruptcy.

Insurance serves a vital role in society by mitigating the effects of catastrophic losses. Due to climate change and economic difficulties, insurance companies are struggling to pay claims and withdrawing from several states. Government regulators are seizing insolvent insurance companies and appointing receivers to save them.

Recognizing the crisis within the insurance industry, Ms. Mochizuki chose to work full-time at her two startups specializing in insurance. During this extraordinary time, she is pursuing a niche in business valuation for distressed mergers and acquisitions (M&A) transactions involving portfolios of insurance policies sold by troubled insurance companies.

This fall, she will become the 40th awardee of the sole designation in the insurance runoff and loss portfolio transfer (LPT) niche. By pursuing this often-overlooked intersection of valuation and insurance, she is empowered to make a positive impact on society by managing the risks of disasters and accidents involving our loved ones.

Meanwhile, Ms. Mochizuki represents the valuation profession in the insurance community while mentoring future insurance valuation professionals. To advance the valuation profession, she combines actuarial sciences, artificial intelligence, and insurance accounting.

Adam Mosley

Company Name: Peak Business Valuation

Designations: CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Lehi, UT

E-mail: amosley@peakbusinessvaluation.com

Adam Mosley is one of those few individuals who, upon discovering the existence of the BV industry, fell in love with it. In the time known to his colleagues, this extraordinary young man has grown as an appraiser and as a trainer and mentor for even younger appraisers. Mr. Mosley holds a unique position within Peak Business Valuation’s firm. In addition to his responsibilities as a Senior Valuation Analyst, working through the most challenging cases Peak Business Valuation is hired to complete, he is also in charge of training any new hires. Mr. Mosley takes young people who barely know what a financial statement is and turns them into actual analysts. He teaches them how to complete a useful financial analysis, how to apply benchmarking to the risk analysis, how to forecast future results that make sense, and how to incorporate the various pieces of provided and researched data into a report that explains how and why the concluded value is reasonable. Mr. Mosley will be a force to be reckoned with as he continues to extend his reach deeper into the industry. Analysts training under him will be the next generation to carry forward the profession. He has also recently completed all the requirements to earn the Certified Valuation Analyst® (CVA®) designation.

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

The most pressing challenge facing our profession today is attracting and retaining top-tier talent. Across the financial consulting industry, firms are struggling to find and develop the next generation of professionals. The well-documented decline in new Certified Public Accountants (CPAs) entering the field has only magnified this issue—especially in specialized areas like business valuation. Ask anyone in the profession, and they’ll tell you that young, ambitious business analysts are in short supply. The future of our industry depends on our ability to not only recruit but also cultivate and retain bright, driven individuals who will sustain and elevate our work for years to come.

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

While talent acquisition is our greatest challenge, it also presents our biggest opportunity for growth. The financial consulting profession must evolve to meet the expectations of a changing workforce—offering the support, training, and career paths that attract top talent. At Peak Business Valuation, we’ve built a high-performing team by hiring bright, driven individuals new to the field and investing heavily in their development. I’ve personally overseen the training of more than half of our analysts, ensuring they have the mentorship and resources to excel. By equipping this emerging generation with the tools and opportunities they need, we can revitalize financial consulting and reinforce its reputation as a dynamic, sought-after profession.

Jake O'Donnell

Company Name: Bonadio Corporate Finance

Designations: CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Syracuse, NY

E-mail: jodonnell@bonadio.com

Jake O’Donnell is a Consulting Manager in the Corporate Finance Division at The Bonadio Group, a Top 40 Accounting Firm, where he specializes in business valuation, financial analysis, and strategic advisory services. He earned his Bachelor's in Corporate Finance from St. John Fisher University and his Master's in Business Analytics from Syracuse University, and he holds a Certified Valuation Analyst designation. Mr. O’Donnell leverages his robust analytical skills and deep financial modeling expertise to deliver comprehensive valuation analyses for privately held clients, addressing needs ranging from estate tax planning and shareholder buy-outs to litigation support. His ability to translate complex valuation concepts into clear, actionable insights has made him a trusted advisor for businesses navigating high-stakes financial decisions. With diverse industry experience spanning private equity, oil and gas, retail, and technology, Mr. O’Donnell consistently blends advanced analytical tools with practical business strategies to help clients optimize value, manage risk, and achieve sustainable growth.

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

One of the biggest challenges I see today is the rapid evolution of technology and AI in our field. While it's exciting to witness these advancements streamline analysis and boost efficiency, I've come to realize that no machine can fully replace the personal touch. Clients aren’t just looking for data—they need someone who truly understands their unique goals and concerns, someone who brings empathy and insight to the table. In my experience, the real art of financial consulting lies in striking a balance between leveraging cutting-edge technology and nurturing genuine human connections. I believe one of the most important skills a consultant can have is the ability to interpret complex data and explain it clearly and in a way that provides actionable insights. This not only offers clients valuable guidance but also helps build the trust necessary to navigate the intricacies of financial decisions. I see our role evolving into trusted partnerships—leveraging sophisticated tools to deliver insights while staying deeply attuned to the personal aspects of each client's journey.

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

One of the biggest growth areas I see in financial consulting right now is driven by the aging Baby Boomer population. As many business owners from this generation retire, there’s an increased demand for services like succession planning, business valuation, and transaction advisory to help ensure smooth transitions and preserve value for the next leaders. The Great Wealth Transfer is shifting trillions of dollars from one generation to the next, which boosts the need for estate planning, wealth management, and tax planning. I see this as a tremendous opportunity for us to provide strategic consulting that not only helps businesses navigate evolving market conditions but also preserves and grows wealth for future generations.

Chase Piotrowski

Company Name: Black Diamond Mergers & Acquisitions, LLC

Designations: CVA

Area of Expertise: Mergers and Acquisitions

City, State: Fayetteville, AR

E-mail: chase@blackdiamondma.com

Chase Piotrowski joined Black Diamond Capital Advisory Firm as an M&A Associate in 2023, where he assists deal leaders in all phases of buy-side and sell-side transactions. In addition to assisting in the deal process, he leads the firm's financial advisory services, which include business valuations, monthly financial reporting, and business consulting. Mr. Piotrowski earned his CVA® designation to better assist clients who are considering selling their business, have shareholder disputes, and other matters. He leverages his finance background and financial modeling skills to produce high-quality deliverables for clients. Mr. Piotrowski has been a valuable asset to the Black Diamond team, consistently demonstrating strong leadership abilities and a commitment to putting others first while creating value in every facet of the organization.

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

I think the most important current issue facing the financial consulting profession is the rise of technology that is being created. There have been many rapid advancements in the technology that is being used in the financial sector, so it will be critical for professionals to understand and be able to utilize the technology properly. The continuous changes make it difficult for professionals, and the industry to have consistency among different firms. I believe as firms continue to utilize new technology, it will help professionals become more efficient with their time and improve the quality of deliverables in the future.

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

I think a major growth area for the profession is continuing to market how important valuation services can be for clients, as well as how impactful a career could be for young professionals. Valuation is not commonly marketed to accounting or finance students as a career path compared to other routes like investment banking, private equity, public accounting, and other fields. As the need for valuation professionals grows, I think we will see an increase in college students starting their careers in business valuation.

Luke Robinson

Company Name: CliftonLarsonAllen, LLP

Area of Expertise: Business Valuation/Appraisal

City, State: New York, NY

E-mail: luke.robinson@CLAconnect.com

Luke Robinson is a Senior Associate at CliftonLarsonAllen, LLP (CLA), who graduated summa cum laude from West Virginia University (WVU) in 2020 with a bachelor's degree in business administration and a major in finance. During his time at WVU, he gained valuable experience in financial management while serving on the board of a local nonprofit and discovered his aptitude for valuation by leading a team of four students to victory in the local Association for Corporate Growth (ACG) Cup case study competition. Following graduation, Mr. Robinson worked in corporate development at TravelCenters of America, where he applied his valuation expertise to vet and analyze potential investments, playing a key role in sourcing, evaluating, and executing numerous acquisitions. He has since developed a passion for aiding and advising small business owners across the United States by performing valuations in a variety of sectors for diverse purposes. One of his proudest achievements involved assisting a client in a shareholder dispute to secure a fair price for the sale of their business, which ultimately helped them work toward retirement and amicably exit a difficult partnership.

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

I believe the most important issue facing the profession today is the recent leap forward in artificial intelligence technology. While it’s a cliché; it’s a cliché for a reason. I am not a pessimist, and I don’t think that the services we offer will ever go out of style, but I do think that the key is to stay ahead of the game and embrace the changes and challenges that come with it. All of the technological advancements we have seen can be used by a savvy professional to provide better, more efficient, and more thorough service, and that is how I intend to leverage it as I move forward in my career.

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

One of the biggest opportunities I’m seeing in valuation is the transition of small businesses from longtime owners to the next generation. I personally love working with business owners who bootstrapped their business and built the backbone of the American economy along the way. With many owners looking toward retirement, I see a world of opportunity for us in the financial services industry. Whether it be gift, owner transition services, business planning, estate work or transactions, we have a ton to offer to clients who are busy wearing the 10,000 hats a small business owner needs to wear to keep their business moving. There’s always something new to learn, and it’s a service that we can feel great about knowing that we are doing the right thing by our clients. Whenever you’re focused on helping and serving, there is always opportunity.

Zachary P. Roseman

Company Name: Hoffman Clark

Designations: CPA, CVA

Area of Expertise: Forensic Accounting and Valuation

City, State: St. Louis, MO

E-mail: zroseman@hoffmanclark.com

Zachary P. Roseman is a Consulting Manager at Hoffman Clark LLC, an integrated certified public accounting and consulting firm specializing in business, intellectual property, and financial advisory services. After obtaining his CPA license in 2018 and joining Hoffman Clark, Mr. Roseman was introduced to the firm’s litigation consulting and business valuation practices within his first year. Since then, he has amassed a breadth of experience across all areas of expertise offered by the firm. In 2021, he achieved the remarkable milestone of becoming the youngest Certified Valuation Analyst in firm history. Shortly thereafter, he was promoted to manager of the firm’s litigation consulting and business valuation teams. Within the realm of litigation consulting, Mr. Roseman has developed advanced proficiency in intellectual property cases, consistently delivering favorable results for clients based on sound damages theory. Furthermore, he has played a pivotal role in expanding the firm’s presence in mergers and acquisitions within its business valuation practice. Mr. Roseman consistently exhibits professionalism in his work and is dedicated to finding optimal solutions for every client, whether it involves litigation consulting for a Fortune 500 company, assisting a municipality in a forensic investigation, or conducting a valuation for a local business exploring a potential sale. In his capacity as manager, Mr. Roseman demonstrates the same level of care as a mentor to new team members as he does to his clients.

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

AI technology is a significant issue facing firms working in financial consulting, and really most professions.  The possible advantages of incorporating AI are immense, and there could be a gap that forms between firms that proactively incorporate AI into their work and those that do not.  In my view, it will be important to those using the technology, and to the profession as a whole, that it be used as a tool to enhance the service provided and not relied on to procure the service or replace the expertise of the analysts themselves.  AI technology will help valuation analysts better focus their time on providing the best product and service possible.  These benefits will come with significant challenges, and it would be beneficial to those in the industry to have a community of knowledge available to help navigate the waters while many of the issues are still unknown.

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

Specific to the business valuation field, discounts for lack of marketability (or liquidity) and lack of control are widely accepted, at least in principle.  However, there is considerable ambiguity as to how they are to be applied and what resources are best used to quantify them.  Many of the databases and studies cited in assessing these discounts are many decades old, and analysts may not understand what the data reflects when considering them in their valuation analysis.  The profession as a whole would benefit from a focused effort on improving the foundational understanding of the discounts themselves and updating the resources available to valuators when quantifying the discounts for a particular business.

Matthew Safft

Company Name: Reliant Business Valuation

Designations: CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Cranbury, NJ

E-mail: msafft@reliantvalue.com

Matthew Safft has been an outstanding business appraiser since joining Reliant Business Valuation three years ago. Reliant Business Valuation specializes in third-party business valuations and equipment appraisals for Small Business Administration (SBA) lenders. Mr. Safft has quickly become one of the most productive at the firm, having valued over 300 small businesses across various industries, including retail, manufacturing, professional services, healthcare, and more. Since becoming an appraiser, he earned the Certified Valuation Analyst designation in 2023. In addition to his duties as an appraiser, Mr. Safft has contributed to writing several educational newsletters about valuation methodologies and industry-specific topics.

Adam Schmidt

Company Name: Baton Market

Area of Expertise: Business Valuation/Appraisal

City, State: Kansas City, MO

E-mail: adam@batonmarket.com

Mr. Schmidt has not only taken over the valuation practice at Baton but has also significantly enhanced both the speed and accuracy of our valuation process. His outstanding diligence and expertise are evident in his ability to complete over five valuations daily, a testament to his exceptional work ethic and proficiency.

Mr. Schmidt’s valuations consistently demonstrate remarkable accuracy, typically aligning within 10% of the final sale price. This level of precision underscores his deep understanding of market dynamics and commitment to delivering reliable and insightful valuations. His previous experience as a Senior Associate at Infinity Advisory Services and Consultant at FORVIS has further honed his skills in areas such as estate and gift tax valuation, transaction consulting, and goodwill valuation.

Through his innovative approach and unwavering dedication, Mr. Schmidt has set new standards for our valuation services, greatly benefiting both our clients and the industry.

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

One of the most important issues facing the financial consulting profession is adapting to the ever-changing technological landscape. Substantial progress has been made in AI and data analytics in the last three to four years. The increasing number of business valuation software and data sources provide consultants with data but may cause unintended issues by not gaining meaningful insights into the data or understanding how the data was collected.

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

I see a major growth area within the financial consulting profession: the growth of the financial planning sector. Many advisors are sole proprietors or want to retire soon but they want to be paid for their work. The financial planning profession is still the "Wild West," with very few firms providing M&A and consulting services within this industry.

Brianna Solito (nee McKown)

Company Name: ONE10 Advisors

Designations: CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Tampa, FL

E-mail: bsolito@one10firm.com

Brianna Solito, CVA®, stands as a beacon of excellence in the realm of finance and business valuation. As the Valuation Services Manager at ONE10 Accounting and Finance in Tampa, FL, her impact extends far beyond her professional duties. Armed with a Bachelor of Science in Finance from the University of South Florida, Ms. Solito's commitment to her field shines through her multifaceted engagements. Her dedication to education and mentorship sets her apart. From her collegiate days, where she served as a mentor in various capacities, to her current role, where she continues to actively participate in community outreach, Ms. Solito embodies the spirit of giving back. Her presentation to finance students at the Private Equity and Venture Capital Club at USF underscores her passion for sharing knowledge and fostering growth in the next generation of financial professionals. Moreover, Ms. Solito's contributions to business valuation research and her involvement in Continuing Legal Education (CLE) courses elevate her status as a thought leader in her field. By disseminating best practices and sharing insights gleaned from her extensive experience, she enriches the professional landscape not only in Tampa Bay but also beyond. Ms. Solito's tireless efforts in mentoring, education, and research epitomize the qualities of a true industry trailblazer. Her extraordinary advances warrant recognition as a leader who not only excels in her profession but also enriches the wider community through her expertise and generosity.

Ms. Solito is a driven individual who has stepped up to the plate at ONE10 Advisors. The valuations group is small, and she handles all projects that come her way with confidence and integrity. She is always making sure to stay up to date on the most recent valuation rules so she can better serve her clients. Ms. Solito is a dedicated professional in the valuation field and deserves to be recognized for her efforts.

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

One of the biggest challenges in financial consulting today is maintaining a client-first approach. In such a competitive industry, it’s easy to become more focused on business success, like hitting KPIs, rather than prioritizing client needs. Additionally, in a field driven by numbers and analysis, we can sometimes become so immersed in financial models and spreadsheets that we lose sight of the people behind them. This is especially critical as artificial intelligence continues to transform the financial consulting profession. While this technology enhances our capabilities, it also means that the most valuable differentiator for consultants is no longer just technical expertise, it’s the ability to foster meaningful relationships, provide strategic insight, and offer personalized guidance that AI alone cannot replicate.

At the core of what we do is the responsibility to serve people. I believe the most successful consultants aren’t just experts in finance, they are trusted advisors who prioritize relationships and client success over mere transactions. It’s important to remember every client has a unique story, and every business operates within its own set of circumstances. To provide truly valuable guidance, we must look beyond the numbers, demonstrate empathy, and take the time to understand each client’s specific needs. By fostering genuine relationships and maintaining a people-first approach, we ensure that our work remains relevant, impactful, and meaningful in an ever-evolving financial landscape, one where automation is rapidly advancing, but the human element remains irreplaceable.

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

One of the most significant growth areas in financial consulting, particularly in business valuation, is the impact of the "Silver Tsunami," the wave of Baby Boomer business owners set to retire over the next decade. As this generation exits the workforce, we are poised to see a surge in the need for business valuations, driven by a range of factors including business sales, acquisitions, gift and estate planning, partnership buyouts, and exit strategies.

This demographic shift presents a unique opportunity for financial consultants, especially those specializing in valuation, M&A advisory, and succession planning, to play a crucial role in shaping the financial legacies of these business owners.

Ryan Swenson

Company Name: LCG Advisors

Designations: CVA

Area of Expertise: Business Valuation/Appraisal

City, State: Tampa, FL

E-mail: rswenson@lcgadvisors.com

Ryan Swenson currently works as a Senior Associate for LCG Advisors in their business valuation practice. Transitioning from his role at BNY Mellon in 2022, he has worked to make great advances in the business valuation profession, making him highly deserving of recognition. Performing hundreds of valuation engagements, he plays a crucial role in assisting small businesses obtain loans, execute partner buyouts, and prepare their businesses for sale. His dedication and passion for helping small business owners understand the valuation process, particularly those within the SBA market, set him apart.

Mr. Swenson takes time to ensure that these owners comprehend the true value of their companies, empowering them to make informed decisions. His commitment to communication and accuracy fosters trust and confidence among clients, many of whom are navigating complex financial decisions for the first time. Additionally, Mr. Swenson has been instrumental in his division's remarkable growth, which can be attributed to his passion for communication and quality.

Mr. Swenson's commitment to excellence and his ability to connect with clients on a personal level make him highly deserving of recognition for his contributions to our profession.

John Tran

Company Name: Tran Real Estate Group

Area of Expertise: Other

City, State: San Jose, CA

E-mail: John@tranrealestategroup.com

John Tran's journey from adversity to triumph is a testament to his unwavering resilience, entrepreneurial spirit, and deep commitment to serving his community.

Mr. Tran's story is one of remarkable transformation. In 2019, he faced the daunting reality of an empty bank account and the uncertainty of homelessness. Despite these challenges, Mr. Tran refused to be defined by his circumstances. Through sheer determination and relentless hustle, he defied the odds to emerge as a powerhouse in the real estate industry. Today, as the founder of Tran Real Estate Group, he ranks among the top 3% of real estate leaders in the Silicon Valley—a testament to his exceptional skill, tenacity, and vision.

Mr. Tran's path to success was paved with profound loss and hardship. Orphaned at a young age, he faced the world alone, with no family to lean on. Yet, it was in the face of adversity that Mr. Tran discovered his true calling—to uplift others and make a meaningful difference in their lives. In honor of his late mother and all those who've faced hardship, Mr. Tran has dedicated himself to giving back to his community. Through his selfless efforts, he has provided food and support to over 500 homeless individuals in San Jose and San Francisco, embodying the spirit of compassion and solidarity.

Mr. Tran's commitment to social impact extends far beyond charity. Recognizing the root causes of homelessness, particularly the scourge of addiction, he is spearheading a groundbreaking initiative to address this pressing issue. Together with five like-minded individuals, he is paving the way for "Transformation," a revolutionary drug rehabilitation center aimed at breaking the cycle of addiction and homelessness. With a bold vision to eradicate homelessness from the Bay Area and beyond within the next 5–10 years, Mr. Tran's visionary leadership and unwavering determination are driving forces for positive change.

Mr. Tran envisions a world where compassion triumphs over adversity, where every individual has the opportunity to thrive, regardless of their circumstances. With every step he takes and every hand he reaches out, Mr. Tran is catalyzing transformative change and inspiring others to join him on this journey towards a brighter tomorrow.

Danruo (Dawn) Wang

Company Name: DNR Capital Inc./Futureview Capital Inc.

Area of Expertise: Mergers and Acquisitions/Business Valuation/Investment

City, State: Rockville, MD, USA; Toronto, ON, Canada

E-mail: dawnwang516@hotmail.com

Danruo (Dawn) Wang has years of experience at Morgan Stanley and Ernst & Young, where she developed expertise in equity investment, mergers and acquisitions, deal structuring, and financial analysis. Her work in these prestigious firms allowed her to gain a deep understanding of market dynamics, corporate strategy, and value creation through strategic transactions, laying the foundation for her later ventures.

After gaining experience in both the U.S. and China, Ms. Wang founded DNR Capital Inc. and co-founded Futureview Capital Inc. in Toronto, ON. Her in-depth knowledge of deal underwriting, tax planning, and investment strategy allows her to conduct thorough analyses and identify high-potential deals.

DNR Capital Inc. specializes in identifying and supporting high-potential start-up companies, focusing on growth strategies, financial modeling, business plan structuring, and IPO exit opportunities. Futureview Capital Inc. concentrates on investment opportunities within the real estate sector.

Ms. Wang holds a Bachelor's degree with a double major in Economics and Finance from Samford University, as well as a Master of Science in Finance from The Johns Hopkins University.

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

The financial consulting profession faces significant challenges due to the increasing complexity of regulatory and compliance requirements, especially in cross-border transactions. Navigating differing regulatory frameworks, tax policies, and geopolitical risks demands a deep understanding of local and international regulations. Additionally, the rapid rise of technology and automation is transforming the profession. Tools like AI-driven analytics and blockchain are reshaping financial analysis, requiring consultants to adapt and innovate to remain competitive and deliver value to clients.

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

The financial consulting profession is experiencing growth in several key areas. Technology, particularly fintech and AI-driven financial analysis, is revolutionizing how consultants approach deal structuring, risk management, and investment opportunities. Cross-border transactions and global markets also present substantial opportunities, as businesses expand internationally and require expertise in navigating diverse regulatory environments and cultural nuances. Real estate investment and development remain a strong growth area, especially in emerging markets, where consultants can provide insights into market trends and valuation strategies.

Gregg Wildstein

Company Name: Citrin Cooperman

Area of Expertise: Litigation Consulting

City, State: New York, NY

E-mail: gwildstein@citrincooperman.com

Gregg Wildstein has developed a niche expertise in digital asset litigation and forensics. He has co-presented in five separate CPE/CLE classes (as detailed in his attached CV). Additionally, he has published an article titled "NFT Fraud: The Red Flags You Need to Know About." Mr. Wildstein has also earned two digital-asset specific credentials: the Certified Cryptocurrency Forensic Investigator (CCFI) from the McAfee Institute (involving around 40 hours of material and a test), and the Certified NFT Expert™ from the Blockchain Council (comprising around 15 hours of material and a test).

Moreover, Mr. Wildstein is an active member of the NYSSCPA. Not only does he serve on the NYSSCPA digital asset committee, but he has also taught two CPE classes for the NYSSCPA. These include "NFT Fraud and Litigation" for the NYSSCPA 2023 Business Valuation and Litigation Services Conference, and "NFT Valuation and Fraud" for an NYSSCPA digital asset committee meeting.

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

I believe one of the most important current issues facing the financial consulting profession today is specialization. Financial consultants provide a wide range of services and as new industries are developed and regulations become increasingly complex it is important to find a financial consultant that can bring the client the value they are looking for. This includes an increased demand of personalization from clients, meaning clients are seeking tailored services and advice rather than a one size fits all solution.

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

I believe one of the major growth areas in the financial consulting profession is technological innovation. While automation of many aspects of financial consulting improves efficiency and allows professionals to focus on bringing the highest value of consulting to their clients, it also requires consultants to continue to adapt to new tools and methodologies. While technological innovation is one of the greatest tools we have as consultants today if we do not continue to adapt it can quickly become a major weakness as the industry continues to move forward. Additionally, this new age of AI and technological innovation requires that consultants take additional steps to comply with data privacy regulations and ensure their clients data is secure.

Joseph Wilson

Company Name: BizWorth

Designations: CVA, ECA

Area of Expertise: Business Valuation/Appraisal

City, State: Houston, TX

E-mail: jwilson@bizworth.com

Joseph "Joey" Wilson has quickly established himself as a rising leader in business valuation. Since earning his CVA®, Mr. Wilson has demonstrated an exceptional commitment to professional excellence, playing a key role in numerous appraisal projects. His meticulous attention to detail and deep understanding of valuation standards ensure the highest level of accuracy and compliance in every engagement.

Mr. Wilson’s leadership extends beyond individual valuations—he has been instrumental in developing BizWorth’s guiding standards for market-based compensation assessment, enhancing both internal practices and industry benchmarks. His contributions to SBA-backed loan valuations have strengthened the credibility of financial assessments, improving the quality and insightfulness of reports used in critical lending decisions.

In addition to his technical expertise, Mr. Wilson has proven his versatility through his involvement in litigation support, where his keen analytical skills and commitment to accuracy have made him an invaluable asset. His dedication to upholding professional standards and advancing best practices has elevated both BizWorth and the broader valuation profession.

Through his drive, innovation, and leadership, Mr. Wilson continues to make a lasting impact on the field, solidifying his place as one of the profession’s most promising young professionals.

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

One of the most important issues facing the financial consulting profession, particularly in business valuation, is the increasing role of artificial intelligence (AI) and data automation. While AI-powered tools can enhance efficiency in research, market analysis, and financial modeling, they cannot replace the professional judgment required for accurate, defensible valuations. As AI continues to evolve, the challenge will be integrating these tools effectively while maintaining the credibility, accuracy, and human insights that valuation professionals provide.

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

Major growth areas in the financial consulting profession, particularly in business valuation, include the increasing need for independent valuations in mergers and acquisitions (M&A) as private equity and small business transactions rise. Lender-required valuations for SBA and other financing continue to expand, driving demand for high-quality, compliant valuation reports. Additionally, litigation support is a growing area, as business valuation experts play a critical role in shareholder disputes, divorce cases, and economic damage assessments.

Patrick Wischerath

Company Name: Stout

Designations: CFA

Area of Expertise: Intellectual Property Valuation and Litigation

City, State: Denver, CO

E-mail: pwischerath@stout.com

In his over four years at Stout, following a two-year tenure as an Analyst at Deloitte Consulting, Patrick Wischerath has quickly advanced through the ranks from Analyst to Associate, and now Manager. Mr. Wischerath’s expertise lies in determining damages in intellectual property (IP) litigation matters, including patent infringement, trademark infringement, and trade secret misappropriation suits, as well as performing IP valuations.

Mr. Wischerath's unique and significant contributions to the profession have primarily focused on determining fair, reasonable, and non-discriminatory (FRAND) licensing terms for patents essential to certain technical standards (SEPs). This specialized field requires context-specific methodologies and an in-depth understanding of complex global case law.

Mr. Wischerath regularly works on FRAND/SEP projects, supporting disputes and patent licensing transactions related to technical standards such as cellular communications (3G, 4G, 5G), Wi-Fi (802.11n, 802.11ac, 802.11ax), the Internet of Things (LTE-M, NB-IoT), and audio codecs (AAC, MPEG-H, EVS). He has successfully advised clients on licensing deals worth tens and hundreds of millions of dollars, involving some of the world’s largest corporations that produce cell phones and other telecommunications products. Among all Stout practitioners in the FRAND/SEP space, Mr. Wischerath is considered one of the most knowledgeable, frequently called upon to develop analyses and counsel clients to achieve their goals.

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

In my view, the most pressing issue currently facing the financial profession is the need to adapt to the rapid pace of technological advancements, particularly with the growing role of artificial intelligence in financial analysis. These innovations have the potential to streamline repetitive and time-intensive tasks, allowing professionals to dedicate more time to delivering strategic insights and personalized advisory services that add greater value for their clients.

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

In my field of intellectual property valuation, I anticipate significant growth driven by standardized technologies that will require fair, reasonable, and non-discriminatory (FRAND) licensing terms. These advancements will increasingly require clients to seek expert advisory services for licensing transactions and litigation support, particularly in the form of expert testimony in patent disputes. As standardized technologies continue to gain importance on a global scale, staying ahead of international developments and regulatory trends will be essential to effectively navigate this evolving landscape.