Jonathan C. Abbotoy
CPA/ABV
About
Expertise
Articles
Jonathan provides business valuation, consulting and litigation support services for public companies, closely-held corporations, limited liability companies, and partnerships for purposes related to gift and estate tax planning, mergers and acquisitions, buy/sell agreements, shareholder disputes, breach of contract, economic damages, and family law.
Prior to joining BMF, Jonathan was a Senior Consultant for a national CPA and consulting firm, providing valuation and litigation support services.
Specializations
- General Business valuation services
- Valuations for gift and estate tax planning
- Valuations for shareholder disputes
- Litigation support
- Lost profit and economic analysis
- Forensic/investigative accounting
Education
- B.S.B.A., magna cum laude, Accounting, Tennessee Tech University
- B.S.B.A., magna cum laude, Finance, Tennessee Tech University
Certifications
- Certified Public Accountant
- Accredited in Business Valuations
Professional and Civic Memberships and Activities
- American Institute of Certified Public Accountants, member
- Ohio Society of Certified Public Accounts, member
- Association of Certified Fraud Examiners, member
- Estate Planning Council of Cleveland, member
- Financial Consulting Group, member
- Project Outrun, board member/Treasurer
CliftonStrengths
- Strategic
- Futuristic
- Self-Assurance
- Arranger
- Belief
Valuing a business in a volatile market
In mid-March of 2020, the global pandemic related to the COVID-19 virus shut down the US economy. This created a unique operating environment for businesses and forced valuation analysts to adapt some of their models and methods in order. Read More >>