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.
Kevin R. Yeanoplos, CPA
- Title: Founder
- Firm: Brueggeman and Johnson Yeanoplos, P.C.
- Location: Tucson, Arizona
“Our words can and will transform the world.”
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Sheri Fiske Shultz, CPA
- Title: Managing Partner
- Firm: Fiske & Company
- Location: Plantation, Florida
“There is no such a thing as risk-free rates anymore.”
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The Full List
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- 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, OhioMichele 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, WisconsinBrian W. CrottyASA,ABV,CVA,CBA,CFE,CDFAOwner and Managing DirectorHDH AdvisorsWest Des Moines, IowaDonald DeGraziaCPA, ABV, CFFSr. ShareholderGold Gerstein GroupMoorestown, New JerseyLyndsey 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, CFFFounder & PrincipalElliott DavisChattanooga, TennesseeBill 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, AIASenior Vice PresidentChaffe & 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 JerseyHarold KremerCPA, CVA, ABV, CEPADirectorBarnes DennigCrestview, KentuckyAshleigh LansingCPA, ABV, MACCPrincipalSound Forensic Economics, CPABellevue, WashingtonAustin J. LeeCPA, ABVPractice LeaderBDO USALos Angeles, CaliforniaDiana G. LesgartCPA, CFE, CVA, CFFOwnerDiana G. Lesgart, CPA, An AccountancyLos Angeles, CaliforniaMac LillardCPA, ABV, CITP, CIA, CFE, CISA, CRISCPrincipalGRF CPAs & AdvisorsWashington, District of ColumbiaHarold MartinCPA, ABV, CFF, ASA, CFEDirectorKeiter CPAGlen Allen, VirginiaProfile SpotlightMike McCarthyCPA, CVAPrincipalBaker Tilly USSavannah, GeorgiaMargaret McDonnellCPA, ABV, CFF, CVAPrincipal OwnerMcDonnell Tax & ConsultingMoretown, VermontTammy S. McGaughyCPA, ABV, CFF, CFEMemberWarren Averett CPAs and AdvisorsFort Walton Beach, FloridaRobert MetcalfCPA/ABV/CFF/CGMA, CVA, CBA, ASA, MAFFPartnerMarksNelsonOverland Park, KansasC. Zachary MeyersCPA, CVAOwnerC. Zachary MeyersWinfield, West VirginiaBradley H. MinorCPA, ABV, CFF, ASA, CVA, CMEADirectorBlueEvansville, IndianaProfile SpotlightSasha MooreCPA, ABV, CFE, ASADirectorCBIZTampa, FloridaSerena MoronesCPA, ASA, ABV, CFEFounderMorones AnalyticsPortland, OregonWilliam 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, CFEPrincipal - Forensic & Advisory ServicesBerkowitz Pollack BrantBoca Raton, FloridaDouglas PhillipsCPA, CVA, CFE, CRFACManaging DirectorHorty & HortyWilmington, DelawareProfile SpotlightKenneth J. Pia, Jr.CPA, ABV, ASA, MCBALead Managing DirectorCBIZNew Haven, ConnecticutRobert 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, FloridaProfile SpotlightRonald QuinteroCPA, ABV, CFF, CFEFounderR. G. QuinteroNew York, New YorkGreg ReaganCPA, CFF, ABV, CFE, CVAManaging MemberReagan FVLCharlotte, North CarolinaRobert ReillyCPA, ABVManaging DirectorWillamette Management AssociatesChicago, IllinoisTamara RigbergCPA, CVAPartnerHarper Hofer & AssociatesDenver, ColoradoKenneth RugetiCPA, CFF, ABVSenior Managing DirectorFTI ConsultingOrange County, CaliforniaProfile SpotlightDaniel T. RussellCPA, ABV, CFF, CVA, MSAPartnerHeimLantz CPAs & AdvisorsAnnapolis, MarylandMichelle SalazarCPA, ABV, CVA, CFEPresidentValuation & Litigation ConsultantsReno, NevadaGreg P. SaundersCPA, ABV, ASASenior ManagerKeiterRichmond, 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, FloridaThao Kim TranCPA, CVA, CMA, CFEPrincipalSKMErie, PennsylvaniaStacey UdellCPA, ABV, CFFPartnerHBK CPAs & ConsultantsCherry Hill, New JerseyVictor 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, ABVLead, Tax Valuation ServicesWithumRochester, 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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