I’ve prepared nearly 500 business valuations since 1988 as a CPA/MBA working with clients and their advisors throughout the United States. I focus on valuations used for estate tax planning purposes, particularly with family limited partnerships, community banks, fractional interests in real estate, and for transactions involving ambulatory surgery and urgent care centers.
A business valuation requires subjectivity that can only come from experience. That’s especially important when tax attorneys and accountants develop complex estate plans that rely heavily on the value of a family limited partnership or privately owned business.
Experience You Can Trust
Proven Track Report
Knowledge Minimizes Risk
I’m David Arias. I began college as a music major and finished with a degree in accounting. What do you do with a combination like that? I help solve problems.
Using experience gained while working with a national accounting firm and international nonprofit, I've helped owners of large manufacturers to local, family-owned restaurants plan for their future.
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