Finance and accounting operations
10 valuation consultants
These ten valuation consultants have provided business valuation services as independent practitioners and at advisory and accounting firms. Readers can learn how a business is valued for a sale, succession plan, estate or dispute, and which assumptions drive the final number.
Professionals to explore
01—10Bryan Setz
LinkedInExperience: Founder, Managing Director · Value Edge Advisory, LLC
Founder, Managing Director of Value Edge Advisory, LLC since 2024; the profile says the firm specializes in comprehensive valuation advisory services for business owners going through ownership transitions. He was Director of Business Valuation Services at Dean Dorton (2020–2024) and Valuation Manager at Cassady Schiller CPAs & Advisors (2018–2020).
Chuck King, ASA, ABV, CPA
LinkedInExperience: Director · Adamy Valuation
Director at Adamy Valuation since 2022. His profile says he specializes in business valuation and transaction consulting for purposes including mergers and acquisitions, buy/sell transactions, succession or exit planning, ESOPs, and gift and estate matters. At Elliott Davis he was Senior Manager - Business Valuation (2021–2022), Manager - Business Valuation (2018–2021) and Senior Consultant - Business Valuation (2015–2018).
Donald Jacobs
LinkedInExperience: Business valuation consultant · Donald P. Jacobs
Business valuation consultant (Donald P. Jacobs) since 2018; the profile describes valuation work in the financial services industry, including as a valuation services partner of EY. It lists Principal roles at EY (2006–2018), Deloitte (2004–2006) and KPMG US (1985–2004), and Senior Consultant at Standard Research Consultants (a division of American Appraisal) (1980–1985).
Gary Frantzen
LinkedInExperience: Founder and Managing Director · Frantzen Valuation Specialists LLC
Founder and Managing Director of Frantzen Valuation Specialists LLC since 2019, and former Managing Director at Alvarez & Marsal Valuation Services (2012–2019). His profile says he specializes in valuing businesses and business interests, fairness and solvency opinions, and corporate finance consulting, alongside intangible asset valuation. He was also Senior Managing Director at American Appraisal, a division of Duff & Phelps (2005–2012).
Jason Kwiatkowski, CPA, CA, CBV, ASA, CEPA
LinkedInExperience: Co-Founder and President · Valuation Support Partners Ltd
Co-Founder and President of Valuation Support Partners Ltd since 2011. His profile says he provides business valuation, value enhancement, exit planning and litigation support services to the business and legal communities in and around the GTA, across Canada and the US and internationally. He was Senior Manager and Director at BDO Canada (2005–2011) and Vice President at Rudson Valuation Group Inc. (1999–2005).
Kenton Thompson
LinkedInExperience: Senior Director, Valuation Services · RSM US LLP
Former Senior Director, Valuation Services at RSM US LLP (2006–2025), and Senior Advisor Director at Helios Consulting, Inc. since 2025. His profile lists specialization in business valuation, litigation support, accounting, finance, real estate and consulting services. He was also Director of Valuation Services at Felsing Rankin & Associates (2005–2006) and President of Business Valuation Advisors, Inc. (2003–2005).
Kevin Wilson CPA, CVA, ABV
LinkedInExperience: Founder · Equitable Business Valuation LLC
Founder of Equitable Business Valuation LLC since 2016, and former Director of Business Valuation at Goldstein Schechter Koch (1996–2016). His profile describes a business valuation expert specializing in gift and estate tax, litigation and financial reporting valuations, who helps attorneys, accountants and business owners with tax, financial reporting, transactional and litigation matters.
Mark S. Warshavsky
LinkedInExperience: Partner-In-Charge Business Valuation and Litigation Services Group · Gettry Marcus CPA, P.C.
Partner-In-Charge Business Valuation and Litigation Services Group at Gettry Marcus CPA, P.C. since 2001. His profile says he leads the firm's Business Valuation & Litigation Services Group and works as a consultant to law firms, financial institutions, insurance companies, businesses and individuals.
Oliver Arribas, CFA
LinkedInExperience: Partner - Valuations & Corporate Finance · Arcai Consulting
Partner - Valuations & Corporate Finance at Arcai Consulting since 2025; the profile says he helps business owners, investors and advisors understand, grow and realize the value of their companies. He was Team Leader Portfolio Management Valuation & Corporate Finance Private Equity Real Estate at Hipoges (2024–2025) and Senior Asset Manager - Corporate Loans at Hipoges (2022–2024).
Tom Gillmore, ASA, CPA, ABV
LinkedInExperience: Business Owner · Business Valuation CPA, P.L.
Business Owner of Business Valuation CPA, P.L. since 2009. His profile says he provides independent business valuation and appraisal services to attorneys and CPAs, and its headline lists transaction advisory and estate and gift valuations. The firm's description says it determines and defends value to help clients succeed.
Choose the right perspective
Match the consultant's valuation purpose to yours, since transaction, tax and estate, financial reporting and litigation valuations follow different standards and scrutiny. Ask about recent engagements with businesses of similar size and industry, and whether the consultant has defended valuations in disputes.
Questions to take into the conversation
- 01Which valuation methods do you rely on for a privately held company, and why?
- 02How do discounts for lack of control or marketability affect the value of a minority stake?
- 03What should an owner prepare before a valuation to avoid surprises in a sale or dispute?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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