Mr. Evan M Levine
VALLEY STREAM, NY 11581
Office: 516-231-2977
Complete Advisors is a New York-based boutique valuation firm that prepares
valuations for assets and entities with build-in complexities for estate and tax planning.
Nainesh Shah, with 25 years of portfolio management experience, heads Complete
Advisors' valuation department and has appraised hundreds of private and public
companies. As a CFA (Chartered Financial Analyst) and CVA (Certified Valuation
Analyst), Nainesh's unique skill set and ability level enable Complete Advisors to value
complex businesses and instruments for Estate Planning and Estates.
Complete Advisors has recently completed the following valuation reports:
• The value of a sponsor's stake in a SPAC before a corporate merger.
• The worth of an LLC with 59 patents.
• The valuation of a portfolio of limited partnerships and public securities.
• The value of an option agreement for a buyout.
The firm was established in 2019 by Nainesh Shah and Evan Levine. As a growing firm,
Complete Advisors provides a degree of customization and handholding that is
uncommon in the business valuation industry. The firm allows lawyers and clients to
engage directly with the company's proprietors. If you need valuation with a high
complexity for estate planning or an estate, contact Evan Levine of Complete Advisors
at 516-231-2977.
- Business Valuation
- Economics
- Finance
- Information Technology
- Intangible Assets Appraisal
- Intellectual Property
- Statistics
- 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