Adam Phelps

Education
  • Master of Business Administration, University of North Florida
  • Bachelor of Business Administration, University of North Florida

Experience

Experienced in valuations of closely held businesses for a wide variety of purposes including management planning, federal estate and gift tax reporting, litigation support, mergers and acquisitions, and employee stock ownership plans. Appraisals were performed using the going concern, net asset, and market comparable approaches. Valuations included economic, industry, and company specific analysis and forecasts.cc6600

Prior to joining BVI, professional experience included positions in public accounting. Project work included corporate financial statement audits, retirement plan audits, tax, and consulting services projects.

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