Business Valuation: Raleigh, North Carolina
CapVal, LLC
James
B. Lurie, CPA/ABV, ASA, CBA, CVA, BVAL, CIRA
7812 Brookdale Drive
Raleigh, NC 27616
Phone: 919-266-7592
Fax: 919-266-6270
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, 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
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)
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
Edward A. Calt, CBA
8401 Lakewood Drive
Raleigh, NC 27613
Phone: 919-844-2680
Email Edward Calt
Website: http://www.CapVal-LLC.com
Professional Certification
Certified Business Appraiser (CBA); The Institute of Business Appraisers
Education
B.S. Mechanical Engineering, 1969, Clarkson College of Technology
M.S. Industrial Management, 1971, Clarkson College of Technology
M.S. Finance/Management, 1979, Florida International University
Kathleen Sliter Monks, CPA
6 Thackeray Place
Durham, NC 27707
Phone: 919-402-9196
Fax: 919-403-0568
Email Kathleen Sliter
Monks
Website: http://www.CapVal-LLC.com
Professional Certifications
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
Julie-Anne Moretti, CPA, CVA
Phone: 919-266-9207
Email Julie-Anne Moretti
Website: http://www.CapVal-LLC.com
Professional Certifications
Certified Public Accountant in North Carolina (license #32832) and New York
Certified Valuation Analyst; National Association of Certified Valuation Analysts
Education
BBA, 1981, Pace University
MBA, 1987, Fordham University
James B. Trevethan, CPA, CVA
Phone: 919-601-3651
Email James B. Trevethan
Website: http://www.CapVal-LLC.com
Professional Certifications
Certified Public Accountant, North Carolina license #28176
Certified Valuation Analyst, National Association of Certified Valuation Analyst
Education
BS in Accounting, Kings College, Wilkes-Barre, PA,
Associates in Business Administration with Certificate of Specialization in Architectural Engineering Technology, Luzerne County Community College
