Evan M Levine

Mr. Evan M Levine

181 South Franklin Ave
181 S FRANKLIN AVE, suite 303
VALLEY STREAM , NY 11581
Mobile: 917-696-0674
Office: 516-231-2977
Introduction

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.


Areas of Expertise
  • Business Valuation
  • Economics
  • Finance
  • Information Technology
  • Intangible Assets Appraisal
  • Intellectual Property
  • Statistics
  • Trade Secrets
  • Trusts & Estates
  • Utilities Appraisal

Expert Background
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


References

Available Upon Request