Tricia Garthoeffner, ABV, CVA, MAFF, EA, MAcc – Valuations

Tricia (aka Trisch) has over 15 years of experience in providing business valuation and consulting services. She is an Accredited in Business Valuator (ABV) through the AICPA, a Certified Valuation Analyst (CVA), and a Master Analyst in Financial Forensics (MAFF) through NACVA, an IRS representative (Enrolled Agent or EA) and a court-certified expert witness. Additionally, Trisch has her master’s in accounting with a concentration in business valuations (MAcc).

As a previous holder of the series 7, 62, 63, and 72 licenses, she also has the financial services and merger & acquisition background (~10 years on Wall Street in investment banking and private equity) needed to maintain an active presence in M&A consulting.

Trisch was recently nominated (2020) as a NACVA board member on the NACVA Standards Board. She is a past Florida state chapter president for NACVA and a current member of the NACVA exam task force (providing oversight for the preparation of the CVA exam for valuation expert candidates nationwide), a past treasurer of the Florida Academy of Collaborative Professionals, and a past Vice-President of the Southwest Florida Chapter of Collaborative Professionals and current member.

Trisch is an avid speaker and author of various valuation and finance topics and a past interviewee for the “Value Examiner” publication and an upcoming guest on Around the Valuation World (October 2020).

Beretta

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