Business Valuation: Raleigh-Durham, North Carolina & Wilmington, North Carolina
CapVal, LLC: Raleigh-Durham, North Carolina
James
B. Lurie, CPA/ABV, ASA, CBA, CVA, BVAL, CIRA
Kathleen Sliter Monks, CPA, CVA
6 Thackeray Place
Durham, North Carolina 27707
Phone: 919-402-9196
Fax: 919-403-0568
Email CapVal, LLC
Website: http://www.CapVal-LLC.com
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, LLC is located in the Raleigh-Durham, North Carolina area 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
James
B. Lurie, CPA/ABV, ASA, CBA, CVA, BVAL, CIRA
326 Donahey Avenue NE
New Philadelphia, Ohio 44663
Phone: 330-343-7907
Email James B. Lurie
Website: http://www.CapVal-LLC.com
Professional Certifications
Accredited Senior Appraiser (ASA); American Society of Appraisers
Certified Business Appraiser (CBA) and Business Valuator Accredited for Litigation (BVAL); The Institute of Business Appraisers
Certified Public Accountant (North Carolina license #26542; Ohio license #45516)
Accredited in Business Valuation (ABV); American Institute of Certified Public Accountants
Certified Valuation Analyst (CVA); National Association of Certified Valuation Analysts
Certified Insolvency and Reorganization Advisor (CIRA); Association of Insolvency and Reorganization Advisors
Member of Panel of Neutrals for Commercial Disputes; American Arbitration Association
Professional Activities
Instructor for both The Institute of Business Appraisers and the National Association of Certified Valuation Analysts
Member of the Course Review Committee and Standards Committee for the National Association of Certified Valuation Analysts
Contributing Editor for the National Litigation Consultants’ Review
Member of Examination Review Committee for the American Institute of Certified Public Accountants’ Accredited in Business Valuation Examination
Education
B.A. Psychology, 1968, Michigan State University, The Honors College
M.S. Industrial Management, 1972, University of North Dakota
Kathleen Sliter Monks, CPA, CVA
6 Thackeray Place
Durham, North Carolina 27707
Phone: 919-402-9196
Fax: 919-403-0568
Mobile: 919-451-7977
Email Kathleen Sliter
Monks
Website: http://www.CapVal-LLC.com
Professional Certifications
Certified Valuation Analyst; National Association of Certified Valuation Analysts
Certificate of Educational Achievement in Business Valuation; American Institute of Certified Public Accountants
Certified Public Accountant in North Carolina (lLicense #32117); also licensed in Texas and Georgia
Education
B.B.A 1981, Saint Mary’s College, Notre Dame, Indiana
M.B.A. 1983, Emory University
CapVal, LLC: Raleigh-Durham, North Carolina
Marta Bullard Jacobus, CPA, CFE, CVA Candidate
1213 Culbreth Drive
Wilmington, NC 28405
Phone: 910-509-7143
Mobile: 910-262-2328
Email Marta Bullard Jacobus
Website: http://www.CapVal-LLC.com
Professional Certifications
Certified Public Accountant in North Carolina (Liscense #14435)
Certified Valuation Associate
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 Parker O’Daniell, CPA, CVA, CFE
1213 Culbreth Drive
Wilmington, NC 28405
Phone: 910-509-7143
Mobile: 910-231-0250
Email Becky Parker O'Daniell
Website: http://www.CapVal-LLC.com
Professional Certifications
Certified Public Accountant in North Carolina (License #18238)
Certified Valuation Analyst; National Association of Certified Valuation Analysts
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 Wilmington
Mary C. Thomson, CPA, CVA Associate
1213 Culbreth Drive
Wilmington, NC 28405
Phone: 910-509-7143
Mobile: 910-612-8482
Email Mary Thomson
Website: http://www.CapVal-LLC.com
Professional Certifications
Certified Public Accountant in North Carolina (Certificate #13866)
Certified Valuation Associate
Education
B.S. in Accountancy, 1981, University of North Carolina at Wilmington
B.A. in History, 1971, University of South Carolina
