Business Valuation: Raleigh-Durham, North Carolina & Wilmington, North Carolina

Business Valuation, Raleigh/Durham, North Carolina: Kathleen S. Monks, CPA/ABV, CVA, ABAR, CapVal-American Business Appraisers, LLC

CapVal-American Business Appraisers, LLC: Raleigh-Durham, North Carolina

Kathleen S. Monks, CPA/ABV, CVA, ABAR
6 Thackeray Place
Durham, North Carolina 27707
Phone: 919-402-9196
Mobile: 919-451-7977

E-mail CapVal-American Business Appraisers, LLC
Website: http://www.CapVal-LLC.com

http://www.capval-llc.com/professionals/kathleen-s-monks-cpa-abv-cva-abar/

CapVal-American Business Appraisers, LLC Georgia Office

Each CapVal member has a broad base of business experience outside the business valuation and accounting arena. Our members have served in senior finance positions with companies in the consumer products, transportation, and banking industries; each has over 25 years of professional experience. Our diverse experience enables us to approach business valuation related assignments from the perspective of both a business owner/manager and a professional consultant. CapVal-American Business Appraisers, LLC is located in Raleigh-Durham, North Carolina and Wilmington, North Carolina and has another office in the Atlanta, Georgia area.

Business Valuation Practice Services

  • Business valuation for tax and accounting compliance
  • Merger and acquisition assistance and advice
  • Litigation support focusing on shareholder disputes and collaborative equitable distribution in divorce
  • Assistance to attorneys as a non-testifying expert in valuation and accounting matters
  • Bankruptcy and troubled debt advisory services
  • Mediation and arbitration of business disputes involving valuation or accounting

Professional Certifications

Certified Public Accountant in North Carolina (License #32117)
Accredited in Business Valuation; American Institute of Certified Public Accountants
Certified Valuation Analyst; National Association of Certified Valuators and Analysis

Education

B.B.A 1981, Saint Mary’s College, Notre Dame, Indiana
M.B.A. 1983, Emory University

 


Barry BakerBarry A. Baker, CFA, ASA

Mobile: 919-699-2929
Email Barry A. Baker
Website: http://www.capval-llc.com/professionals/barry-a-baker-cfa-asa/

Professional Certifications

Accredited Senior Appraiser (ASA); American Society of Appraisers
Chartered Financial Analyst; CFA Institute

Education

B.S. Economics, 1984, The Wharton School, University of Pennsylvania

 


Geoffery GrishamGeoffrey S. Grisham, ASA, CVA

Mobile: 919-656-6138


Email Geoffrey S. Grisham
Website: http://www.capval-llc.com/professionals/geoffrey-s-grisham-cva/

Professional Certifications

Accredited Senior Appraiser (ASA); American Society of Appraisers
Certified Valuation Analyst; National Association of Certified Valuators and Analysis

Education

B.A. Economics, 1987, University of North Carolina at Chapel Hill

 


Anne S PaganoAnne S. Pagano, CPA/ABV, CVA, CBI

Mobile: 919-803-4216
Email Anne S. Pagano
Website: http://www.capval-llc.com/professionals/anne-pagano-cpa-abv-cva-cbi/

Professional Certifications

Certified Public Accountant in North Carolina (License #34442)
Accredited in Business Valuation (ABV); American Institute of Certified Public Accountants
Certified Valuation Analyst; National Association of Certified Valuators and Analysis
Certified Business Intermediary; Institute of Business Brokers Association

Education

B.A., 1973, West Virginia University, Morgantown, WV

 

James LurieJames B. Lurie, CPA*/ABV, ASA (*Ohio-Retired)

Website: http://www.capval-llc.com/professionals/james-b-lurie/


Professional Certifications

Accredited Senior Appraiser (ASA); American Society of Appraisers
Accredited in Business Valuation (ABV); American Institute of Certified Public Accountants
Member of Panel of Neutrals for Commercial Disputes; American Arbitration Association

Education

B.A. Psychology, 1968, Michigan State University, The Honors College
M.S. Industrial Management, 1972, University of North Dakota

 

CapVal-American Business Appraisers, LLC: Wilmington, North Carolina

Marta JacobusMarta B. Jacobus, CPA, CVA, CFE
1213 Culbreth Drive
Wilmington, NC 28405

Phone: 910-509-7143
Mobile: 910-262-2328

Email Marta B. Jacobus
Website: http://www.capval-llc.com/professionals/marta-b-jacobus-cpa-cva-cfe/

Professional Certifications

Certified Public Accountant in North Carolina (License #14435)
Certified Valuation Analyst; National Association of Certified Valuators and Analysis
Certified Fraud Examiner; Association of Certified Fraud Examiners

Education

B.S. 1981, University of North Carolina at Wilmington.
Executive Program for Executive Management, 1991, University of North Carolina at Chapel Hill.

 

Becky O'DaniellBecky P. O’Daniell, CPA/ABV, CVA, CFE
1213 Culbreth Drive
Wilmington, NC 28405

Phone: 910-509-7143
Mobile: 910-231-0250

Email Becky P. O’Daniell
Website: http://www.capval-llc.com/professionals/becky-p-odaniell-cva-abv-cpa-cfe/

Professional Certifications

Certified Public Accountant in North Carolina (License #18238)
Certified Valuation Analyst; National Association of Certified Valuators and Analysis
Certificate of Educational Achievement in Forensic Accounting/Investigation Methodology; National Association of Certified Valuation Analysts
Certified Fraud Examiner; Association of Certified Fraud Examiners

Education

B.S. 1986, University of North Carolina at Wilmington