Blue Abaco Consulting, Inc.

Blue Abaco Consulting, Inc.Main Contact

Lisa Swanson CPA/ABV, CVA

Contact Information

Tampa, Florida
Phone (813) 336-3660
Email: lswanson@blue-abaco.com
Website: http:// www.blue-abaco.com

Lisa Swanson - Blue Abaco ConsultingBlue Abaco Consulting, Inc. is an independent business valuation firm located in Tampa Bay, Florida. We have 20 years of accounting experience, but our focus for over 12 years has been providing valuation and consulting services to small to mid-sized private and public companies nationwide. Our clients are from various industries including biotechnology, service-related, software, telecommunications, manufacturing and healthcare and they range from pre-revenue development-stage firms to large firms with over $300 million in sales. Our owner’s unique background of being a past auditor in a CPA firm, combined with her deep valuation experience, allows her to help clients with both accounting and valuation related issues related to complex financial instruments and transactions.

Business Valuation Practice Services

Financial Reporting:

  • Purchase price allocations (ASC 805)
  • Intangible asset and impairment testing (ASC 350)
  • Debt and equity instruments, including convertible debt and warrants (ASC 815)
  • Stock-based compensation (ASC 718)

Corporate Transactions and Tax Related Services:

  • Mergers and acquisitions
  • Succession planning
  • Partner and shareholder buy-outs
  • Buy-sell agreements funded by life insurance
  • Issuance of stock options
  • Estate and gift tax planning
  • 409a compliance for valuation of private company stock options

Professional Certifications

  • Certified Public Accountant (CPA), State of Florida
  • Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
  • Certified Valuation Analyst (CVA), National Association of Valuators and Analysts

Education

  • B.S. in Accounting, secondary focus in Economics, University of South Florida, Tampa, Florida

When to Hire Us

You are probably facing a business situation that involves taxation, transactions, litigation, regulatory compliance, or financial reporting issues. These are the five main areas that ABA professionals deal with on a daily basis. Taxation: for estate and gift planning and administration, charitable contributions, family business and wealth succession planning. Read more >>> Litigation: resolving disputes… Continue >>>

2018 Annual Conference

The American Business Appraisers National Network is holding its annual 2018 conference at the Hotel Mazarin, in New Orleans, LA on April 19-21, 2018. This year’s conference will feature two days of educational topics pertinent to current business valuation topics, as well as the new tax law changes and their impact on business valuation. This… Continue >>>

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