Getting Quiet Acceptance of Your Appraisals

We're joined by Evan Levine and Nainesh Shah to discuss appraisals. Many times, the key to getting a good result, whether with the IRS or in a business deal, starts with having an appraisal that everyone can rely on. What we're looking to achieve is "quiet acceptance"--having the other side realize that you've done your work and they don't have any questions about how you achieved your valuation.

Nainesh Shah, CFA, CVA, Co-founder and Director of Valuation at Complete Advisors, has over 25 years of experience in business valuation. Before starting Complete Advisors in 2019, he was recognized for his portfolio management skills and innovative financial strategies. A contributor to Trust and Estate Magazine and CPA Journal, Nainesh’s work on valuation models for tech giants has been widely acclaimed. He holds an MBA from Dalhousie University, is a Chartered Financial Analyst, and a Certified Valuation Analyst, underscoring his expertise in finance.

Evan Levine is Founding Partner and Head of Valuation Engagements at Complete Advisors. Before founding Complete Advisors, Evan was an advisor to business owners for 30 years. Evan has lectured frequently on exit planning, retirement, and estate planning. His articles have appeared in the CPA Journal, the National Public Account, Leimberg Informational Services, and Advisor Today.

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