Valuation

Flynn Achieves CVA Designation

The firm would like to recognize Jenifer Flynn, J.D., CPA at Tucker & Meltzer, who recently acheived the CVA Designation, Certified Valuation Analyst. The CVA designation is obtained through the National Association of Certified Valuators and Analysts (NACVA), having several requirements: Holds an active, valid, and unrevoked CPA license issued by a legally constituted state authority (the…

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The Importance of Buy-Sell Agreements in Business Valuation

Every business with multiple owners should have a buy-sell agreement. Ideally, this document should be in place at a company’s inception, but it must at least be accounted for as soon as a business begins to gain value. It is easy for this crucially important document to slip down the priority list for business owners…

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Tucker & Meltzer Welcomes Donni Engelhart to the Firm

The entire team at Tucker & Meltzer is pleased to announce that Donni Engelhart, CVA is joining our firm as a Senior Manager. Donni is a Certified Valuations Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA) and brings over 7 years of valuation experience to the firm. Mr. Engelhart was previously…

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Tucker & Meltzer Attend NACVA Annual Conference

NACVA held its annual business valuation conference in Washington, DC last week. As part of T&M’s continuing education program, Terri Higgins, Glenn Spinello and Mark Norris attended the conference. Various sessions were provided for the following topics: Valuation topics Financial forensics Healthcare Mergers and Acquisitions Consistent with prior NACVA conferences, our team came away with…

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Tucker & Meltzer Hosts BCBA Annual Golf Outing

We had a great time hosting the BCBA Annual Golf Outing this past Monday. We are proud to be Signature Sponsors of the Baltimore County Bar Association. The golfers above are Brooke Tucker with his foursome from the outing, Jerry Wilcoxon, Rich Ogoreck and Joe Estabrook. Below are the items were we able to give away…

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Higgins Completes AICPA Business Valuation Course

Theresa Higgins, CPA, CVA completed the American Institute of CPA’s (AICPA) week-long business valuation school in late April. The course is offered to CPAs who are preparing to sit for the AICPA’s Accreditation in Business Valuation exam, which is offered in July and December each year. Upon passing the exam and attesting to experience as…

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Tucker Elected to Board of Directors for XPX DC Metro Chapter

Brooke Tucker was recently elected to the Board of Directors of the Exit Planning Exchange (XPX) for the XPX DC Metro Chapter. Specifically, Brooke will oversee the sponsorship committee for the board. XPX provides cutting-edge programming and top-flight networking opportunities and connections. The chapters consist of trusted advisors to privately-held companies and their owners. The…

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2013 BCBA Annual Bull and Oyster Roast

We had a great time this year at the Baltimore County Bar Association Annual Bull & Oyster Roast. It was filled with great food, great people and was for a great cause. The Silent Auction Program benefited the Alzheimer’s Association. We are very honored to be associated with the bar association and proud to be…

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The Use of Organization Charts to Describe Normalization Adjustments

Written by Mark Norris I was recently named an expert in a litigation case where I was required to testify about the valuation of a person’s equity ownership interest in a business. During the process, it became apparent to me how difficult it was for a Trier of Fact (whether that be a Judge or…

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