BV Advisors was founded in 2002 with the goal of providing quality business appraisal and litigation support services to the business community. Whether directly with business owners or through their numerous business advisors, such as attorneys and accountants, our goal is to provide independent, unbiased and objective analysis to meet any valuation or litigation related compliance and/or consulting issue. Our affiliation with Geffen Mesher & Company CPAs and DFK International provides access to tax and accounting resources and intelligence that allows us to address just about any business issue impacting value. As such, we share knowledge and intelligence with Geffen Mesher and DFK member firms in an effort to provide top of class and best practices to all aspects of our engagements.
Lee has valued business enterprises, debt securities, fractional interests, and various other intangible assets, as well as conducted various discount study analyses and implementation (including blockage discounts). This valuation-related experience encompasses various industries and methodologies in financial valuation. Many of the appraisals performed by Lee have been for transaction, gift and estate tax planning, financial reporting, shareholder disputes, commercial litigation, marital dissolution, mergers and acquisitions (including fairness opinions), as well as other business transactions. Lee has completed numerous engagements for transfer tax purposes, particularly with respect to pass through entities such as limited liability companies, family limited partnerships, and S-corporations.
Bachelor of Science in Accounting, Azusa Pacific University, Cum Laude
CPA - Certified Public Accountant with the American Institute of Certified Public Accountants
CFF - Certified in Financial Forensics with the American Institute of Certified Public Accountants
ABV - Accredited in Business Valuation with the American Institute of Certified Public Accountants
ASA - Accredited Senior Appraiser with the American Society of Appraisers, specializing in business valuation discipline American Institute of Certified Public Accountants, Member Oregon Society of Certified Public Accountants, Past Chair, Member American Society of Appraisers, Oregon Chapter, 1st VP