10 valuation consultants
Most of these valuation consultants practice under their own banners: five founded or own their firms and one works under their own name, while the other four hold or held valuation titles at Adamy Valuation, Gettry Marcus CPA, P.C., Arcai Consulting and RSM US LLP. Buy/sell deals, exit planning, gift and estate tax, ESOPs, fairness opinions and litigation all appear in their stated work, so an owner can match the person to the purpose.
Professionals to explore
Bryan Setz
LinkedInExperience: Founder, Managing Director · Value Edge Advisory, LLC
Bryan Setz has been Founder, Managing Director of Value Edge Advisory, LLC since 2024, describing valuation advisory services for owners going through ownership transitions. Bryan was Director of Business Valuation Services at Dean Dorton (2020–2024) and, at Cassady Schiller CPAs & Advisors, Valuation Manager (2018–2020) and Senior Tax Associate (2013–2018), a tax and valuation mix that fits succession questions.
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Chuck King, ASA, ABV, CPA
LinkedInExperience: Director · Adamy Valuation
For owners planning an exit, Chuck King specializes in business valuation and transaction consulting for mergers and acquisitions, buy/sell transactions, succession or exit planning, charitable giving, ESOPs and gift and estate purposes. Chuck has been Director at Adamy Valuation since 2022, after Elliott Davis roles as Auditor (2013–2015), Senior Consultant - Business Valuation (2015–2018), Manager - Business Valuation (2018–2021) and Senior Manager - Business Valuation (2021–2022).
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Donald Jacobs
LinkedInExperience: Business valuation consultant · Donald P. Jacobs
Over 45 years of performing valuations in the financial services industry is what Donald Jacobs cites, a fit for valuing financial services businesses. Donald was a Principal at KPMG US (1985–2004), Deloitte (2004–2006) and EY (2006–2018), and a Senior Consultant at Standard Research Consultants (a division of American Appraisal) (1980–1985); since 2018 Donald has worked as a business valuation consultant.
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Gary Frantzen
LinkedInExperience: Founder and Managing Director · Frantzen Valuation Specialists LLC
Gary Frantzen has been Founder and Managing Director of Frantzen Valuation Specialists LLC since 2019, after Managing Director at Alvarez & Marsal Valuation Services (2012–2019) and Senior Managing Director at American Appraisal, a division of Duff & Phelps (2005–2012). Gary specializes in valuing a wide variety of businesses and business interests and in fairness and solvency opinions, and has been an adjunct faculty instructor at University of Wisconsin-La Crosse since 2026.
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Jason Kwiatkowski, CPA, CA, CBV, ASA, CEPA
LinkedInExperience: Co-Founder and President · Valuation Support Partners Ltd
Business valuation, value enhancement, exit planning and litigation support across Canada, the US and internationally are what Jason Kwiatkowski provides as President of Valuation Support Partners Ltd, which Jason co-founded in 2011. Jason was Senior Manager and Director at BDO Canada (2005–2011) and Vice President at Rudson Valuation Group Inc. (1999–2005), useful for owners who want to raise value before an exit.
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Kenton Thompson
LinkedInExperience: Former Senior Director, Valuation Services · RSM US LLP
Kenton Thompson was Senior Director, Valuation Services at RSM US LLP (2006–2025) and has been Senior Advisor Director at Helios Consulting, Inc. since 2025, citing over 40 years in business valuation, litigation support, accounting, finance and real estate. Kenton names industry experience including financial services, restaurants, health care, agriculture and manufacturing, and was President of Business Valuation Advisors, Inc. (2003–2005).
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Kevin Wilson CPA, CVA, ABV
LinkedInExperience: Founder · Equitable Business Valuation LLC
Founder of Equitable Business Valuation LLC since 2016, Kevin Wilson was Director of Business Valuation at Goldstein Schechter Koch (1996–2016) and Senior Manager for Business Valuation Services at Boyer & Ritter LLC (2011–2012). Kevin specializes in gift and estate tax, litigation and financial reporting valuations for attorneys, accountants and business owners, a fit for estate planning and dispute valuations.
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Mark S. Warshavsky
LinkedInExperience: Partner-In-Charge Business Valuation and Litigation Services Group · Gettry Marcus CPA, P.C.
Since 2001, Mark S. Warshavsky has been Partner-In-Charge Business Valuation and Litigation Services Group at Gettry Marcus CPA, P.C., serving as a consultant to law firms, financial institutions, insurance companies, businesses and individuals. That long tenure in a combined valuation and litigation group makes Mark a fit for questions on valuations likely to be contested in a dispute.
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Oliver Arribas, CFA
LinkedInExperience: Partner - Valuations & Corporate Finance · Arcai Consulting
A CFA Charterholder with an IESE Executive MBA, Oliver Arribas helps business owners, investors and advisors understand, grow and realize the value of their companies, a fit for valuation ahead of a deal. Oliver has been Partner - Valuations & Corporate Finance at Arcai Consulting since 2025, after Team Leader Portfolio Management Valuation & Corporate Finance Private Equity Real Estate at Hipoges (2024–2025) and asset manager roles on corporate loans there (2019–2024).
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Tom Gillmore, ASA, CPA, ABV
LinkedInExperience: Business Owner · Business Valuation CPA, P.L.
Business Owner of Business Valuation CPA, P.L. since 2009, Tom Gillmore provides independent business valuation and appraisal services to attorneys and CPAs, with transaction advisory and estate and gift valuations as stated focus areas. Tom describes the firm's work as determining and defending value and was an author with Hannity Press (2019–2020), a fit for valuations that may need defending later.
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Choose the right perspective
For a sale or exit, Chuck King, Jason Kwiatkowski, Oliver Arribas and Tom Gillmore name transactions or exit planning in their own descriptions. For gift and estate tax, Kevin Wilson, Chuck King and Tom Gillmore; for disputes, Mark S. Warshavsky, Kevin Wilson, Jason Kwiatkowski and Kenton Thompson, who name litigation work; Gary Frantzen covers fairness and solvency opinions and Donald Jacobs financial services valuations.
Questions to take into the conversation
- 01Which valuation approach would you lead with for a privately held company sold to an outside buyer versus passed to family?
- 02How do discounts for lack of control or marketability affect the value of a minority stake?
- 03What makes a business valuation hold up when the other side in a dispute challenges it?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.