Working with my firm, you will get deep financial expertise to help resolve your questions of value. Over my career education has been very important to me. I hold the Chartered Financial Analyst (CFA) and Certified Valuation Analyst (CVA) designation and have also practiced for 3 years as a Certified Divorce Financial Analyst (CDFA). In addition, I am licensed in Georgia Real Estate. I attended Georgia Tech and Georgia State University here in Atlanta
Prior to starting my own firm, I spent 20+ years working in strategic finance (Valuation, Planning, Acquisitions, ROI, etc.) for major corporations here in Atlanta supporting C-Suite executives. After my own divorce in 2009, I developed a passion for the critical need for financial experts in dispute resolution. This has grown into a business valuation practice serving this and your needs as an individual, business owner, legal expert, or tax professional.
Paula Speros is our Client Services Director/Realtor® and heads up all of our real estate business. She is licensed in the state of Georgia and holds her license w Better Homes and Garden Real Estate/Metro Brokers after many years w Keller Williams and Palmerhouse Properties. In 2014-to present, Paula successfully helped over 100+ clients achieve (over $40MM) their goals managing real estate assets. She is a true people person who listens to her client’s needs first. She understands real estate values and the process of buy and selling in this ever-changing real estate market.
Prior to starting her real estate career, Paula worked as a marketing specialist for 11 years serving wealthy clients in the financial planning industry. She has a successful 20+ year track record of client relations, problem solving, and marketing experience. She was also divorced in 2009 and understands the high emotions and critical decisions that have to be made during that process. Paula attended Brenau College in Gainesville, Georgia and Georgia Southern University in Statesboro, Georgia.
In our field, it can be awfully easy to drown in numbers, data, and statistics, but we float above it because we know there are emotions and lives involved. Our professionals manage to walk a fine line between professionalism and personal engagement because they have experienced many of the emotions involved in critical decisions, especially during divorce and separation. We are here to listen to you and learn about your situation so that we can deliver results that tailored to your needs.
20+ years of experience in business valuation. We put our customers first. We listen to your desires and help you make critical decisions.
Our team works with attorneys and their clients or directly with individuals and business owners to help place a value on and develop a strategy for the largest balance sheet assets most people own – business enterprise and real estate.
25+ years of experience in business valuation, exit planning and analysis, and business brokerage w/ a legal process support sub-specialty in Atlanta, Sandy Springs, GA, and all surrounding areas.
They say practice makes perfect, and we are a case in point. We have decades of extensive experience working with clients in a wide range of industries including, but not limited to, Technology, Manufacturing, Real Estate, Restaurant, and Hospitality.
We have brought our process down to a science to give our clients precise and accurate information as quickly as possible because we know time is of the essence. We want you to be able to get back to operating your business with a clear mind as soon as possible.
. In our endeavor to provide accessibility, we put heavy downward pressure on our pricing by reducing costs without sacrificing productivity. Our experience and financial models offer a great deal of justice in this regard.
We are so confident in our services that we are prepared to give you a free 30-minute consultation! Sign up for an appointment on our website and we will have a friendly representative contact you as soon as possible. We look forward to hearing from you!
We are proud to assist in Buying into a Small Business, Real Estate, Buy and Sell Agreements, Corporate Acquisition Consulting, Shareholder Buyouts, Small Business Appraisals, Business Valuations, Exit Planning, Divorce and Separation Advice.