Team

Emrah provides valuation and consulting services for tax and financial reporting purposes. Emrah has particular experience in valuation of ownership interests in operating businesses (including early-stage companies with complex capital structures), private equity, and venture capital funds. His experience also includes valuation of stock options, warrants, restricted stock and other types of equity-based compensation for tax and financial reporting purposes. Emrah is a CFA charterholder and is a member of the CFA Institute and CFA Society of Washington, D.C.

Prior to joining VSI, Emrah worked at Hogan & Hartson L.L.P. as a Financial Analyst where he analyzed financial data for the Executive Committee and worked closely with the Chairman and Managing Partners performing a variety of financial and analytical tasks.

A graduate of Purdue University (2003) with an MBA in Finance and Strategy, Emrah also holds a BS in Public Administration & Political Science from the Middle East Technical University in Turkey.

Reza provides valuation and consulting services for attorneys and other professional services providers, for purposes of gift and estate tax planning, reorganizations, buy/sell agreements, divorce and litigation support. He is also an active member of NACVA.

Prior to joining VSI, Reza worked at America Online as a Financial Analyst where he performed financial reporting and budget analysis. Reza also has experience in the public sector at the Department of Transportation where he produced monthly financial profiles, projected fiscal year purchases and assisted in the fiscal year close out process.

A graduate of Johns Hopkins University (2008) with a Master’s in Applied Economics, Reza also holds a BS in Business Administration from Carnegie Mellon University (2002).

Stephanie has extensive experience providing valuation services for companies from a variety of industries, but specializes in the valuation of complex estates and multi-tiered entities. She has worked closely with clients conducting fair market valuations for gift and estate tax planning, income tax, buy-sell agreements, corporate planning and restructuring, and Employee Stock Ownership Plans. Stephanie also has experience conducting purchase price allocations and intangible asset valuations as well as conducting goodwill impairment testing for financial reporting purposes. Additionally, Stephanie has valued private equity and venture capital funds.

Prior to joining Valuation Services, Stephanie was an Assistant Vice President at a national valuation firm.

Stephanie graduated summa cum laude from The College of New Jersey, with a BS in Finance.

Karen specializes in the valuation of closely held entities primarily for gift tax and estate tax planning and compliance purposes. Due to her vast experience in the real estate industry, Karen’s main expertise is valuing fractional ownership interests in private investment holding companies that own commercial real estate. The different types of commercial real estate held by such closely held entities include office, industrial, multi-family, retail, lodging, and development land. Karen also values closely held entities that own other types of passive investments such as marketable securities and other financial instruments.

Karen began her career in public accounting in 1988 with Ernst & Whinney and later Ernst & Young. After four years, she went to work for Western Development Corporation, which later became the publicly traded real estate investment trust, Mills Corporation. Karen obtained the position of Property Controller and left in 1997 to raise her family. Karen joined VSI in 1999 as a consultant.

Karen graduated from James Madison University with a BBA in Accounting.

James has more than 12 years of experience in providing business valuation services for various purposes including gift and estate tax reporting, corporate planning, financial reporting, and Employee Stock Ownership Plans. James has performed valuations of many types of entities, including securities and real estate holding companies, manufacturers, wholesalers, distributors, and retailers. Additionally, James has valued interests in hedge and private equity funds. James has worked closely with attorneys, accountants, company directors and managers, and shareholders, among others.

James graduated cum laude from Villanova University, with a BS in Finance and a BS in Economics. Prior to joining Valuation Services, James was Vice President at a national valuation firm. James is a CFA charterholder and is a member of the CFA Institute and CFA Society of Philadelphia.

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.

Jacob provides valuation services for various types of closely held enterprises including asset holding companies and operating businesses in a wide gamut of industries such as government contracting, manufacturing, real estate, technology, and professional services, among others. Additionally, Jacob has extensive experience valuing intangible assets, such as trade names, and interests in complex, multi-tiered entities. He has worked with clients conducting fair market valuations for both gift and estate tax planning and reporting, as well as internal corporate planning and financial lending purposes. Jacob’s expertise includes capital markets analysis and risk profile assessment.

Prior to joining VSI, Jacob founded and operated an independent registered investment advisory firm.

Jacob graduated from Virginia Polytechnic Institute and State University with a BS in Business with a major in Finance. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.

Will provides valuation services for asset holding companies that own a variety of asset categories, including marketable security investments, private equity and hedge fund investments, real estate, private note receivables, and other miscellaneous asset types. Will has worked on numerous valuation engagements providing fair market valuations for gift and estate tax planning and reporting, as well as internal corporate planning.

Prior to joining VSI, Will spent five years in the Institutional Investment Solutions group of SunTrust Bank where he provided comprehensive investment management services to private foundations, endowments, and trade associations across the U.S. After SunTrust, he spent two years at a real estate development and investment firm in Cincinnati, Ohio before returning to the Washington, D.C. area.

Will graduated from Virginia Polytechnic Institute and State University with a BS in Finance with a concentration in Investment Management. He is currently a CFA Level III Candidate and a member of the CFA Institute and CFA Society of Washington, D.C.

Annie provides valuation services for asset holding companies that own a variety of asset categories, including marketable security investments, private equity and hedge fund investments, real estate, private note receivables, and other miscellaneous asset types.

Prior to joining VSI, Annie spent seven years at a retail trade association in Washington, DC where she provided systems and accounting services to the non-profit organization. Annie graduated magna cum laude from The Calhoun Honors College at Clemson University with a BS in Finance, as well as a concentration in corporate finance and a minor in accounting. She is also currently a CFA Level 1 Candidate.

As the Controller, Vera is responsible for the overall smooth operation of the company. This includes, but is not limited to accounting, human resources, and operations management.

Vera has over 18 years of experience working for small to mid-size companies, specializing in accounting and business operations. Prior to joining the VSI team, she worked as the Controller for Rounds Vanduzer Architects. She also worked for Pasternak & Fidis, PC where she handled accounting and bookkeeping.

Vera has a BA in Communications, a BS in Business Administration, and a Corporate Finance certificate from Georgetown University. She is a Notary Public for the Commonwealth of Virginia as well.

As Administrative Coordinator/Editor for VSI, Caroline is responsible for report editing, as well as website updates, office organization, and other administrative tasks that ensures VSI’s stable and smooth operation. Caroline majored in English, with an emphasis on editing, writing, and media, as well as classical civilizations. She graduated cum laude from Florida State University with a BA in English and a minor in communications.