CPAs who add value
Alex Ivy, CPA, ABV, CFA®, ASA
Lead Member
Valuation, Litigation, and Business Advisory
901.791.9405
Alex heads up our valuation, litigation support, and related advisory services. He has over 25 years of experience and has specialized in private business valuation since 1990. He has the knowledge and experience that comes from hundreds of business valuation studies and financial investigations for clients in various industries and market sectors. He appraises business interests, partnership interests, intangible assets, and similar financial positions. In addition, he has extensive experience working with business executives and their advisors to resolve controversies, model succession alternatives, write business plans, analyze ESOPs, and integrate the business and personal planning that accompanies business ownership transitions.
Areas of Expertise
- Business valuation
- Employee Stock Ownership Plans (ESOPs)
- Buy-sell agreements and restrictions
- Buy-out and buy-in modeling
- Intangible assets and impairment studies
- Damage, fairness, and divorce litigation
- Expert testimony
Professional/Civic Affiliations
- CPA, Certified Public Accountant licensed by the Tennessee State Board of Accountancy
- CFA®, Chartered Financial Analyst®, Member of the CFA Institute
- ASA, Accredited Senior Appraiser in the business valuation discipline, Member of the American Society of Appraisers
- ABV, Accredited in Business Valuation by the American Institute of Certified Public Accountants
- Member, Tennessee Society of Certified Public Accountants
- Former Member of the Board of Directors and Council Delegate, Memphis Chapter of TSCPA
- Former Chairman, Mid-South Society of the Financial Planning Association
- Member, Economic Club of Memphis
Education
- M.B.A. in finance from Owen Graduate School of Management, Vanderbilt University
- B.A. in business administration and accounting from Rhodes College, Memphis, TN