Complete Advisors is a business planning firm, specializing in professional valuations for gift tax planning and other matters.
We can value any business with a special emphasis on more complex valuations including I.P., SPAC interests, Earnout agreements and more.
The head of our valuations department, Nainesh Shah, is a certified valuation analyst, member of the CFA institute and has presented over 100 audiences. Nainesh is also a regular contributor to Leimberg Estate planning newsletter and was recently published by the trust and estates journal.
- Business Valuation
- Information Technology
- Intangible Assets Appraisal
- Intellectual Property
- Trade Secrets
- Trusts & Estates
- Utilities Appraisal
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A: CFA CVA
- Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A: National Association Of Certified Valuations Analysts, CFA Institute
- Q: Please list any teaching or speaking experience you have had, including subject matter:
- A: NCCPAP National, Western CPE, Wealth Council: Business Valuation Essentials
- Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
- A: No
Available Upon Request