Whatever your need for a valuation — estate planning, business sale, litigation or other — you want an objective, accurate estimate of value that’s based on the realities of your situation, not just the output of a computer program. That’s why you want the valuation professionals at YHB.
Our valuation team combines specialized training in valuation methodologies with more than 50 years of combined experience in accounting and business consulting. So, besides our Certified Valuation Analyst (CVA) and CPA Accredited in Business Valuation (ABV) credentials, we bring a “real world” perspective to our work that enables us to understand what drives value for the purpose at hand.
This level of services does not receive a value number – we will look at / review a valuation you already have, or look at financial data, run some spreadsheets, and discuss potential value metrics.
This includes a short report (typically between 3 and 20 pages), and is an engagement where we agree upon the procedures to be performed.
A report that contains a conclusion of value is considered a valuation engagement. A valuation includes developing a detailed understanding of a business, reviewing the company’s financial information, conducting interviews with management, and estimating the value of the company using two or more valuation methodologies.
Our valuation team has an exceptionally deep knowledge of industry regulations and issues acquired through continuing professional education and active involvement in the below associations:
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In addition, we treat each valuation as an individual engagement and take time to find the best approach for your situation. As a result, you get valuation reports that don’t just meet your needs, but that will stand up in court and withstand IRS scrutiny, too. We also offer expert witness testimony, valuation critiques, estate planning, tax planning and succession planning services that provide “one-stop” convenience for meeting valuation-related needs.
We welcome the opportunity to put our valuation expertise to work for you in these and other areas:
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Contact us when it’s time to move forward.
Sally graduated from Shepherd College in 1990 with a Bachelor of Science in Accounting and later Virginia Polytechnic and State University in 1991 with a Master of Accountancy, Tax Specialization. Before joining YHB in 1998, Sally worked for KPMG as well as private industry as a Tax Manager.
Sally is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), and the National Association of Certified Valuation Analysts (NACVA).
Hugh earned a bachelor of arts degree in accounting in 2008 and in 2009, a bachelor of arts degree in logistics and supply chain management, both from the University of Maryland, College Park. Before joining the YHB team in 2022, he worked with Glass Jacobson Financial Group for 12 years.
Hugh specializes in tax returns, both business and personal, and also works on business valuations. Hugh has experience in a wide variety of accounting areas including preparing individual and corporate tax returns, corporate personal property returns, and federal and state payroll returns. Hugh also has experience in managing client books and financial statements, assisting in the valuations of businesses, and preparing financial exhibits used in domestic relations and civil legal cases.
Jennifer joined Yount, Hyde & Barbour in 2003 and holds a B.S. degree in accounting from Robert Morris University. She is a member of numerous organizations within the community, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and is also on the Special Review Committee of the Government Finance Officers Association.
Throughout her career, she has worked on a variety of audit, tax, and consulting engagements for clients across many industries. She continues to lead our clients Single Audit compliance, Federal Acquisition Regulation (FAR) and governmental audit needs.
She enjoys working with clients to identify efficiencies in their processes, and to help clients defend and protect their bottom line.
Every client, every company, every control environment is unique. Jennifer takes the time to thoroughly understand her client’s needs and objectives. The result is a customized solution. No two businesses are alike, and for that reason, no two internal control structures should be either.
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“Jennifer Files has been involved in leading our audit for several years. First as the manager and then, most deservedly, after her promotion to partner. She goes out of her way to be available. Communicated well and is extremely easy to work with. Top Shelf.” – Mark M.
Tristan graduated with a B.S. in Accounting from the University of Maryland, College Park in 2002. Tristan has been performing a variety of accounting, auditing, including management advisory services, financial statement analysis, and valuation services for more than 20 years. Prior to joining YHB in 2022, he was a member of the Glass Jacobson team as an Audit and Assurance Services Manager.
In addition to his expertise in audit and accounting, Tristan has experience working with companies that have difficult revenue recognition policies, unusual/exotic equity structures and stock/performance based compensation arrangements.
Tristan is a Certified Public Accountant licensed in Maryland and is also a Certified Valuation Analyst (CVA). He is a member of the American Institute of Certified Public Accountants, Maryland Association of Certified Public Accountants, and the National Association of Valuators and Analysts (NACVA).
In his spare time, Tristan enjoys golfing, working with computers, and investing in the stock market.
Since beginning his accounting career at YHB in 1998, Alex has provided tax planning, compliance, business consulting, business valuation and litigation support services to closely held businesses, high net worth / high net income individuals, and other clients in a variety of industries and professions. He has a B.S. in accounting as well as an M.S. in accountancy (concentration in taxation), both from Virginia Tech.
Alex is involved in several organizations including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and is licensed as a CPA in Virginia and West Virginia.
His experience includes assisting business owners with succession planning, analyzing financing structures, and negotiating business sales and other transactions. At YHB, he helps guide the firm’s Business Valuation and Litigation Support Team, in addition to providing clients with comprehensive tax and consulting services.
Alex excels in helping clients leverage opportunities to save tax while staying within IRS guidelines. He is skilled in providing international tax services, representing clients before tax authorities, and serving as an expert witness for clients engaged in the litigation process. As a Certified Valuation Analyst (CVA) and a CPA Accredited in Business Valuation (ABV), Alex also provides valuation services for gift and estate tax reporting, estate planning, due diligence in relation to buying and selling a business, marital dissolutions, and owner disputes.
In serving clients, Alex strives to deliver five-star service characterized by responsiveness, timeliness, thoroughness, accuracy and proactive communication. He also thoughtfully monitors business trends, changes in tax laws and developments in the economy to see how they may affect the clients he serves, so he can proactively help them take appropriate steps to reduce their tax liability and better achieve their financial objectives and goals.
Kirstine graduated from California State University San Bernardino in 1998 with a Bachelor of Science in Accounting. For more than 20 years, she has held a variety of roles in the accounting industry, gaining experience in auditing, private industry, tax, business valuation and forensic accounting.
Kirstine is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), and the National Association of Certified Valuators and Analysts (NACVA). She is also a member of the AICPA’s ABV Credential Committee and planning committee for the VSCPA’s annual Business Valuation, Fraud & Litigation Services Conference.
Kirstine provides business valuation, fraud, litigation support as well as tax services. To better serve clients, Kirstine became a Certified Valuation Analyst (CVA) in 2011 and Accredited in Business Valuation (ABV) in 2014. She has performed a wide variety of business valuations for litigation, tax, and financial reporting purposes. She has worked with private and publicly traded companies, ranging in size from start-up’s to companies with annual revenue of approximately $500 million.