We’re up for the job.
Elizabeth J Petrie
Partner
CPA, CVA
beth@blueskybv.com
614-558-2543
Licensing & Certifications
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts
Courtney Sparks White
Partner
J.D., LL.M., ASA, CVA, MAFF
courtney@blueskybv.com
614-558-2047
Licensing & Certifications
Accredited Senior Appraiser (ASA), American Society of Appraisers
Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts
Master Analyst in Financial Forensics (MAFF), the National Association of Certified Valuators and Analysts
Active Registration with the Supreme Court of Ohio, #0084866
FAQ’s
To be compliant with the IRS rules and regulations.
- The date of the transfer, the date of the gift, or the date of death of the business owner.
- Financial statements, tax returns, and company agreements.
- There may be additional documents required depending on your specific circumstance.
- A discount for lack of control.
- A discount for lack of marketability.
- Additional discounts may be applicable depending on the situation. Contact us to learn more.