CJ’s experience includes providing valuation services for asset holding companies holding a variety of asset categories, including real estate, marketable security investments, private note receivables, and other miscellaneous assets types. Additionally, CJ has experience providing fair market value analyses and other valuation services for operating businesses in diverse industries, private equity funds, hedge funds, options, thinly-trade public securities, and restricted stock. CJ has worked with numerous clients conducting fair market valuations for family-owned entities including limited and general partnerships, joint ventures, limited liability companies, and C and S corporations. He also has extensive experience valuing assets as part of complex, multi-entity ownership structures. CJ performs business valuations for gift and estate tax planning and reporting purposes, income tax reporting purposes, as well as for internal corporate planning, restructuring, and financial lending purposes.
CJ graduated from Clemson University with a BS in Corporate Finance and a minor in Accounting. Prior to joining Valuation Services Inc., CJ was an Associate Wealth Advisor at United Bank.
EDUCATION & CERTIFICATIONS
- Certified Valuation Analyst (CVA)
- Clemson University, BS in Corporate Finance, Minor in Accounting
- National Association of Certified Valuators and Analysts (NACVA)