We have expanded our valuation team
Lougen Valenti Bookbinder & Weintraub (LVBW) is pleased to announce the newest addition to our valuation practice, Thomas R. Schwartz, CVA. Tom joins the firm with 8 years of valuation experience working with closely-held businesses and individuals across multiple industries.
Tom will manage the firm’s valuation services department
Tom is a Certified Valuation Analyst (CVA) and will be responsible for valuation of closely-held businesses, divorce matters, estates and trusts, forensic accounting and litigation support services. An active member of the National Association of Certified Valuators and Analysts (NACVA), he is a graduate of St. John Fisher College with concentrations in finance and economics.
LVBW’s team can help clients understand the value of their business for:
- Exit planning when considering selling a business
- Family succession planning
- Life insurance requirements and buy/sell agreements
- Mergers and acquisitions
- Estate and trust issues
- Damage claims and loss estimates
- Divorce matters
- Lending requirements
In addition, LVBW is an independent member of the BDO Alliance
There are 184 CPA firms that are part of this alliance, supported by 90 plus Business Resource Network members. LVBW can use these resources to help your clients save money, resolve a unique need, and address almost any business or individual situation that can arise. In addition, if a need arises that requires very specific technical expertise, our firm can utilize any BDO industry or service resource throughout the world to help resolve the obstacle or evaluate an opportunity. LVBW provides personalized service at a reasonable fee with extensive depth.
For valuation related needs, please contact Tom Schwartz at 716.204.9865 or tschwartz@lvbwcpa.com If you have other needs or wish to learn more about LVBW, please contact our managing partner, Keith Bookbinder at 716.204.9000 or kbookbinder@lvbwcpa.com
