top of page
CBA logo 2.jpg

Certified Business Appraiser (CBA)

The Certified Business Appraiser (CBA) designation under the Institute of Business Appraisers (IBA) is a very prestigious credential in the eyes of all who are familiar with it as it has earned the reputation of being the industry's most difficult credential to obtain with a pass rate of only 4.2%.  The IBA organization was obtained by the National Association of Certified Valuators and Analysts (NACVA) in 2016.

CBA Analysts must comply with all the IBA/NACVA principle-based Standards; General & Ethical Standards, Development Standards, & Reporting Standards.  Each Analyst has gone through extremely rigorous certification training and testing.  In addition to using their professional judgment in any estimation of value, they must adhere to high standards of integrity, objectivity and professional competence. Their skill set, knowledge, education, experience, and training is second to none.

CVA logo 2.jpg

Certified Valuation Analysts (CVA)

Certified Valuation Analysts are certified by the National Association of Certified Valuators and Analysts (NACVA) and must comply with all their principle-based Standards; General & Ethical Standards, Development Standards, & Reporting Standards.  Each Analyst has gone through rigorous certification training and testing.  In addition to using their professional judgment in any estimation of value, they must adhere to high standards of integrity, objectivity and professional competence.

Your Analyst & Advisor

Qualifications

Analyst’s Additional Coursework:

 

• Avoiding Conflicts of Interest Professional Ethics Violations in Matrimonial Business Valuation Litigation

• Accredited in Business Appraisal Review (ABAR) workshop

• Advanced Comprehensive CBA (Certified Business Appraisal) Clinic – 1 week

• Industry Standards and Ethics

• Case Study Market Approach

• Case Study Maximizing Quality & Efficiency in a Valuation Engagement w/Valuation Software

• Valuation Case Analysis by Webinar

• Maximizing Efficiency and Standardization (Post COVID-19) in a Valuation Practice

• Certified Valuation training and testing – 1 week

• Comprehensive CBA report review – (CBA certification pass rate only 4.2%)

• Litigation Report Writing workshop

 

 

Analyst’s Additional Relevant Professional Experience:

 

President/CEO of a multimillion-dollar, multi-location, import distribution company for over 20 years. Over ten years of business consulting and valuation engagements, also acting as interim management in the positions of COO, CFO, Exec. VP, Board Member & Executive Director. Personally started, bought, or sold twelve companies. Participated as the lead in M&A due diligence with a $1B public company. Significant experience in preparing certified business valuations for marital dissolution or shareholder disagreements and for shareholder buyouts, stock sales, and preparing companies for sale. Conducted business consulting, business development, and restructuring or process improvement engagements in the U.S. and Canada. National Financial Planning & Analysis (FP&A) contractor for corporations nationwide.

Copyright © 2015-2025 by Business Valuation Solutions - Pacific Grove, CA - Monterey County

Private Client Services of California, LLC

d.b.a Business Valuation Solutions

199 - 17th Street, Suite D

Pacific Grove, CA 93950

888-335-2253

  • Facebook
  • X
  • Instagram
bottom of page