When important business decisions are on the table, clarity matters. Dan Leyes, CPA, CVA, Director of Valuation Services, continues to grow the firm’s valuation and advisory capabilities, helping business owners, leadership teams, and their advisors navigate complex financial decisions with confidence. Through independent, objective analysis, Dan supports clients during transactions, ownership transitions, and strategic planning efforts.
While demand for our core accredited business valuation and transaction support services remains strong, our advisory offerings continue to grow. Clients increasingly seek broader financial insight and higher-level strategic support that extends beyond a single deliverable.
Services include:
- Buy-side and sell-side transaction advisory
- Targeted quality of earnings and flexible financial due diligence
- Lender-ready business plans and financial modeling
- Reasonable compensation analyses, expert witness services, and litigation support
- CFO-level support and NetSuite advisory services
If you’re facing a transaction, planning decision, or financial complexity where added clarity would be helpful, we encourage you to reach out to Dan to discuss how these services may support your goals.
