Congratulations Marianne Lilly, ShindelRock’s newest CVA!

  • December 27, 2012
  • Steve Wisinski, CPA, MAFF

Marianne Lilly, CPA, CVA, CFE, has successfully completed the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn her designation of Certified Valuation Analyst (CVA).  As part of the ShindelRock business valuation team, which now includes four CVA-certified CPAs, Marianne provides business valuation services for the following situations:

  • Gift, trust and estate tax planning;
  • Purchase or sale of a closely-held business or interests;
  • Analysis and advice concerning pending offers to purchase;
  • Physician buy-in to a medical practice;
  • Court appointed valuations in disputes;
  • Minority shareholder disputes in litigation;
  • Marital disputes;
  • Expert witness testimony;
  • Business damage calculations; and/or
  • Solvency analysis and fraudulent conveyance.

About NACVA Accreditation

To become accredited by NACVA, the candidate is required to successfully complete an intensive training and testing process.  An initial requirement to becoming a certified valuation analyst is that the applicant be a licensed certified public accountant (CPA) registered in his or her state. Implicit in this requirement is that the CVA maintain at least a minimum number of hours of continuing professional education (CPE) each year (in most states this is 40 hours) and conduct him or herself within the ethical mandates established by the profession.  NACVA also requires CVAs to obtain at least 12 hours of CPE each year in areas related to business valuation and/or litigation consulting, and periodically participate in programs sponsored by the association promoting quality and adherence to industry standards.