Forbes 2025 America's Top CPAs For Valuations List
EDITED BY
STEEL ROSE
AUGUST 20, 2025, 10:00 AM
- In business, there is no substitute for the ability to ascertain the true value of assets, liabilities and an overall enterprise. Whether planning a merger or acquisition, seeking financing, navigating a dispute, succession planning or simply making any informed business decision, dependable valuation is essential. And valuations are not just good business—they’re big business. In 2023, according to IbisWorld, revenue for U.S. business valuation firms was approximately $2.7 billion, while the broader U.S. valuation advisory space (covering intangible assets, business models, etc.) was valued at $5.3 billion in 2024 and projected to reach $8.9 billion by 2033, according to Verified Market Reports.Still, finding a properly qualified CPA for your valuation needs requires more than just a ChatGPT query. The finest CPAs in valuation services possess a combination of financial acuity, in-depth experience, appropriate credentials and respect for their assessments, as well as the essential independence and integrity CPAs offer. To assist you in finding the CPA with those very qualities, Forbes presents our inaugural America’s Top CPAs in Valuation Services. This compilation was curated from a collection of candidates sourced through independent research, nominations and recognitions from numerous associations of CPAs, then rated on a range of weighted criteria, including expertise, innovation, thought leadership, experience, and service to the community and to their profession. If you’re in the market for valuation services, these CPAs will prove invaluable.————As with all Forbes lists, candidates do not pay any fee to be considered or selected. For questions about this list, please email cpalist [at] forbes.com.
The Full List
Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.
- NAMECREDENTIALSTITLEFIRMLOCATIONJim AlerdingCPA, ABV, CVA, ASA, CFFOwnerAlerding ConsultingNoblesville, IndianaJim AndersonCPA, ABV, CFF, ASAOwnerJames R. Anderson, CPAPhoenix, ArizonaTony ArgizASA, ABV, CPA, CFF, CFE, CGMA, CVAManaging PrincipalBDO USAMiami, FloridaMallory M. AshbrookJD, CPA,CVA, MAFFDirector of Forensic and Dispute Advisory ServicesGBQColumbus, OhioMichelle AveryCPA, CVA, ABV, MAFFPartnerCarr, Riggs & IngramNew Orleans, LouisianaCamala C. BaileyCPA, CVAPartnerCPA4VetsTempe, ArizonaMatthew S. BarnesJD, MBA, CPA, ABV, CFFSenior ManagerBaker TillyNashville, TennesseeNeil BeatonCPA, CFA, ASA, ABV, CFFManaging DirectorAlvarez & MarsalSeattle, WashingtonLee BellCPA, ABV, CFFPresidentSaltmarshTampa Bay, FloridaProfile SpotlightTami BolderCPA, ABV, ASA, MBA, DBADirectorCBIZCleveland, OhioCarol CardenCPA, ABVPrincipalPYAKnoxville, TennesseeLisa CribbenCPA/ABV, ASA, CMAPartnerHawkins Ash CPAsGreen Bay, WisconsinDonald DeGraziaCPA, ABV, CFFSr. ShareholderGold Gerstein GroupMoorestown, New JerseyBrian W. CrottyASA,ABV,CVA,CBA,CFE,CDFAOwner and Managing DirectorHDH AdvisorsWest Des Moines, IowaLyndsey DixonCPA, CVAPartnerWilkins MillerMobile, AlabamaDavid DuffusCPA, CFF, ABV, CFEPartnerHKAPittsburgh, PennsylvaniaEd DupkeCPA, ABV, CFF, CGMA, ASAPresidentDupke ConsultingSun City West, ArizonaMegan DurstCPA, ABV, CVAPrincipalDark Horse CPAsZanesville, OhioMichael P. ElkinCPA, CFF, ABV, CFEPrincipal of Forensic, Advisory, and Valuation Services PracticeKaufman Rossin CPAs and AdvisorsMiami, FloridaJason A. EngelCPA, CFE, CIRA, CVA, MAFF, ABVPartnerEngel & EngelLos Angeles, CaliforniaMarylee EvangelistaCPA, CVAPartnerFrazer, Evangelista & Company CPAsNew Brunswick, New JerseyRobert W. EvansCPA, ABV, CFF, CGMAManaging DirectorBrady WareColumbus, OhioShannon W. FarrCPA, ABV, CFFDirectorElliott DavisChattanooga, TennesseeWilliam FellowsCPA, ABV, CFFPartnerDeloitteNew York, New YorkKirstine ForsCPA, ABV, CVAPartnerGross MendelsohnBaltimore, VirginiaMichelle GallagherCPA, ABV, CFFPrincipalGallagher, Flintoff & KleinLansing, MichiganMaryellen GaluchieCPA, ABVManaging Director, CFO Advisory ServicesGrant Thornton AdvisorsLos Angeles, CaliforniaNene Glenn GianfalaCPA, ABV, ASA, AIAVice President of Valuation AdvisoryChaffe & AssociatesNew Orleans, LouisianaRichard C. GordonCPA, ABV, CFF, CFE, CGMAPartnerSallmann, Yang and AlamedaPleasanton, CaliforniaProfile SpotlightMark GottliebCPA, ABV, CFF, ASA, CVA, CBA, MSTFounderMark S. Gottlieb, CPANew York, New YorkBenjamin K. HamrickCPA, ABV, CFF, ASA, CM and AA, CVA, CGMAPartner of Business Valuation ServicesDMJPS CPAs + AdvisorsAsheville, North CarolinaChristopher HaysASA, CFE, CPA, ABV, CVAPartnerKemper CPA GroupLivermore, CaliforniaBethany HearnCPA, ABV, CFFPartner, Transaction ServicesMH CPAsChampaign, IllinoisPaul P. HeidtCPA, ASA, ABVDirector of Valuation ResearchMorones AnalyticsPortland, OregonJames HitchnerCPA, ABV, CFFManaging directorFinancial Valuation AdvisorsVentnor City, New JerseyChristina Z. HollingsworthCPA, CVAPartnerDillwood Burkel & MillarSanta Rosa, CaliforniaAngie HopkinsCPA, ABV, CFF, MAFF, CVA, CFEPartnerFrostLittle Rock, ArkansasCheryl HyderMT CPA, CFF, ABV CVA CFEPrincipalHyder Consulting GroupFairfax, VirginiaShivam JadejaCPA, CGMA, ABV, CFE, ASADirector, Forensic and Valuation ServicesBKHM CPAOrlando, FloridaGreg JonesCPA, CVAPartnerEide BaillyOklahoma City, OklahomaKim KinnamanCPA, CVA, CDFAVice President of Advisory ServicesHarding, ShymanskiEvansville, IndianaHubert KleinCPA, ABV, CFF, CVA, CFE, CGMAPartner and Practice Leader for the Financial Advisory Services GroupEisner Advisory GroupIselin, New JerseyAshleigh LansingCPA, ABV, MACCPrincipalSound Forensic Economics, CPABellevue, WashingtonHarold KremerCPA, CVA, ABV, CEPADirectorBarnes DennigCrestview, KentuckyAustin J. LeeCPA, ABVPrincipal of National Technical and Quality Leader for the Valuation & Capital Market AnalysisBDO USALos Angeles, CaliforniaDiana G. LesgartCPA, CFE, CVA, CFFLitigation ConsultantDiana G. Lesgart, CPA, An AccountancyLos Angeles, CaliforniaMac LillardCPA, ABV, CITP, CIA, CFE, CISA, CRISCSenior Manager, Risk & Advisory ServicesGRF CPAs & AdvisorsWashington, District of ColumbiaHarold MartinCPA, ABV, CFF, ASA, CFEDirectorKeiter CPAGlen Allen, VirginiaProfile SpotlightMike McCarthyCPA, CVAPartnerBaker Tilly USSavannah, GeorgiaMargaret McDonnellCPA, ABV, CFF, CVAPrincipal OwnerMcDonnell Tax & ConsultingMoretown, VermontTammy S. McGaughyCPA, ABV, CFF, CFEMember, Accounting Services and Audit Divisions, Corporate Advisory Services GroupWarren Averett CPAs and AdvisorsFort Walton Beach, FloridaBradley H. MinorCPA, ABV, CFF, ASA, CVA, CMEADirectorBlueEvansville, IndianaRobert MetcalfCPA/ABV/CFF/CGMA, CVA, CBA, ASA, MAFFPartnerMarksNelsonOverland Park, KansasC. Zachary MeyersCPA, CVAOwnerC. Zachary MeyersWinfield, West VirginiaSerena MoronesCPA, ASA, ABV, CFEFounderMorones AnalyticsPortland, OregonProfile SpotlightSasha MooreCPA, ABV, CFE, ASADirectorCBIZTampa, FloridaWilliam MurrayCPA, ABV, CFF, ASAManaging DirectorMPIWestport, ConnecticutJim NalleyCPA, ABV, CFF, CVAVice President & ShareholderBCC AdvisersDes Moines, IowaMichael S. NeubauerCPA, CVA, MBAPartnerMcGill, Power, Bell & AssociatesErie, PennsylvaniaChris OverturfCPA, CVAShareholderLattaHarrisCedar Rapids, IowaCatherine M. ParenteCPA, ABV, CFF, CVA, CFE, MAFFPartnerSansiveri, KimballProvidence, Rhode IslandWalter C. PenningtonCPA, CVADirectorDembo Jones CPAs and AdvisorsColumbia, MarylandSandi PerezCPA, ABV, CFF, CFEDirector of Forensic & Advisory ServicesBerkowitz Pollack BrantBoca Raton, FloridaProfile SpotlightKenneth J. Pia, Jr.CPA, ABV, ASA, MCBALead Managing DirectorCBIZNew Haven, ConnecticutDouglas PhillipsCPA, CVA, CFE, CRFACManaging DirectorHorty & HortyWilmington, DelawareRobert PiperCPA, CFF, CVAFounderPiper, HawkinsSarasota, FloridaChrissie A. PowersCPA, CFF, CFE, CVAManaging MemberPowers Forensic AccountingColumbus, OhioMarc PowersCPA, CVAPrincipalPurdy Powers andPortland, MaineProfile SpotlightAntonella PucaCFA, CPA, ABVPartnerBlueValNew York, New YorkCharleen E. PurdyCPA, CVA, MAFFPrincipalPerzel & Purdy Forensic CPAsClearwater, FloridaRonald QuinteroCPA, ABV, CFF, CFEFounderR. G. QuinteroNew York, New YorkGreg ReaganCPA, CFF, ABV, CFE, CVAManaging MemberReagan FVLCharlotte, North CarolinaTamara RigbergCPA, CVAPartnerHarper Hofer & AssociatesDenver, ColoradoRobert ReillyCPA, ABVManaging DirectorWillamette Management AssociatesChicago, IllinoisProfile SpotlightDaniel T. RussellCPA, ABV, CFF, CVA, MSAPartnerHeimLantz CPAs & AdvisorsAnnapolis, MarylandKenneth RugetiCPA, CFF, ABVSenior Managing DirectorFTI ConsultingOrange County, CaliforniaMichelle SalazarCPA, ABV, CVA, CFEPresidentValuation & Litigation ConsultantsReno, NevadaGreg P. SaundersCPA, ABV, ASASenior Manager of Valuation and Forensic ServicesKeiterRichmond, VirginiaSheri Fiske SchultzCPA, ABV, CFFManaging PartnerFiskePlantation, FloridaRonald SeigneurCPA, ABV, CVA, ASAFounding PartnerSeigneur GustafsonLakewood, ColoradoProfile SpotlightJoshua ShiltsCPA, ASA, ABV, CFF, CGMA, CFEDirector of Valuation & Dispute ServicesDean DortonFort Wright, KentuckyKevin SummersJD, CPA, ABV, CFF, CVAPartner and Forensic & Valuation Services Group LeadAnders CPAs + AdvisorsSt. Louis, MissouriLisa SwansonCPA, ABV, CVAPresident and FounderBlue Abaco ConsultingTampa Bay, FloridaStacey UdellCPA, ABV, CFFPrincipalHBK CPAs & ConsultantsCherry Hill, New JerseyThao Kim TranCPA, CVA, CMA, CFEPrincipalSKMErie, PennsylvaniaVictor W. Vaccaro, Jr.CPA, ABV, CFF, CDAPartner in Charge, Assurance ServicesDannible and McKeeSyracuse, New YorkChris Van SchooneveldCPA, ABV, CVAManaging Director of Forensic, Litigation and Valuation ServicesEisner Advisory GroupMinneapolis, MinnesotaJoshua VannettiCPA, ABV, CVADirector of Valuation ServicesAldrich CPAs + AdvisorsSan Diego, CaliforniaAnthony VenetteCPA, ABVCorporate Value Consulting ManagerWithumRochester, New YorkMatthew WarrenCPA, CVAPrincipal of Valuation Services GroupPYAKnoxville, TennesseeProfile SpotlightAmber WidenerCPA, ABV, ASAPartner of Business Valuation and AdvisorySeidel SchroederBryan, TexasRoger WilliamsCPA, CVAOwnerPatterson, Prince and AssociatesBirmingham, AlabamaRichard WolfCPA, ABV, CFE, CVA, CGMAPartner, Forensic, Valuation & Litigation Support GroupGross MendelsohnBaltimore, MarylandJason WoonCPA, ABV, CEIVPartner of Valuation & Financial Modelling ServicesArmanino AdvisoryBellevue, WashingtonTyler WrightCPA, ABV, CFF, CFEPartner of Business and Financial Advisory Practice AreaMoore ColsonAtlanta, GeorgiaPercy S. YangCPA, ABV, CVAPartnerSallmann, Yang and AlamedaPleasanton, CaliforniaKevin YeanoplosCPA, ABV, CFF, ASAShareholderBrueggeman & Johnson YeanoplosTucson, ArizonaSteven YorkCPA, ABV, ASA, CBA, CEIV, CGMAEVPStern BrothersKansas City, MissouriProfile SpotlightKelly W.K. ZaneCPA, ABV, CVA, CFAPresidentPacific Business ValuationHonolulu, HawaiiBruce ZicariCPA, CVACEOThe Bonadio GroupRochester, New York
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