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

CapVal, LLC: Raleigh-Durham, North Carolina

James B. Lurie and Kathleen Sliter Monks, CapVal LLC 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

CapVal, 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, 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, CapVal LLC 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, CapVal, LLCKathleen 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, CFEBecky 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