Alex Ivy, CPA, ABV, CFA®, ASA, CExP®

Alex provides tax management and planning services to individuals, families and business owners. He works closely with attorneys and other client advisors and is regularly engaged in valuation, business wealth planning, and purchase and sale structuring. His practice also includes controversy resolution, forensic and expert witness services.

Practice Areas

  • Business and individual tax accounting
  • Business valuation
  • Exit planning, succession and liquidity planning
  • Buy-sell agreements
  • Acquisition due diligence
  • Forensic studies, divorce and business controversies
  • Expert testimony

Professional/Civic Affiliations

  • 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
  • CExP®, Certified Exit Planner®, Member of the Business Enterprise Institute
  • 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

Education

  • M.B.A. in finance from Owen Graduate School of Management, Vanderbilt University
  • B.A. in business administration and accounting from Rhodes College
Alex Ivy