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Business Valuation & Consulting


My practice focuses on a specific niche to provide the highest quality valuation services and consulting advice. As a qualified appraiser and one of three individuals in Missouri holding the combination of the CFA charter, CPA license, and Accredited in Business Valuation (ABV) designations, my  practice includes:


• Gift tax valuations of closely-held companies and investment partnerships (including Family Limited Partnerships)
• Estate tax (date of death) valuations of closely-held companies and investment partnerships (including Family Limited Partnerships)
• Buy/Sell agreement valuations and consulting 
• Independent valuation projects for investment opportunities of private equity and other privately/closely held investments
• Advising trustees, trusted advisers and fiduciaries about company value and performance benchmarks

I have a broad range of valuation and planning experience, mostly with mature companies operating in defense, manufacturing and wholesale industries. I have also valued several private investment partnerships (family limited partnerships 'FLPs') and other asset holding companies.  

Contact me if you are interested in working together in these project areas.

FYI...

  • Zach is one of two CFA ​Charterholders who are also licensed CPA's and Accredited in Business Valuation (ABV) in the St. Louis, Missouri area as of January 2016​.​​​
​
  • ​No professional designations are required to provide many business valuation engagements. Be careful who you choose!
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Zach is the host of Eye on Valuation, which you can check out ​HERE.

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