BREAKING NEWS

Announcing Our Newest Partner

BMF welcomes with pride and purpose, our newest partner, Marie Lenarduzzi!

Staff Photo

Scott Serfozo

CPA, JD

Office

600 Superior Avenue East, Suite 925

Cleveland, OH 44114


216.373.2500
216.373.2501

About

Expertise

Scott assists both public and private corporations, lenders and law firms with analysis, understanding and resolution of complex financial issues. He focuses primarily on providing independent third-party valuation consulting services to support clients’ financial reporting and tax reporting endeavors. Scott has considerable knowledge of accounting guidance and U.S. GAAP requirements that drive valuation needs for publicly- and privately-held entities. His valuation work is also used for tax reporting purposes and regularly withstands scrutiny from the SEC, IRS, external audit reviews and other triers of fact.

Prior to joining BMF, Scott served at both a regional and global public accounting firm, focusing on business consulting and tax compliance.  He also brings nine years of experience as a staff attorney for the U.S. Bankruptcy Courts, where he assisted in the resolution of numerous business valuation disputes and other litigation.

Specializations

  • Business Combinations (ASC 805)
  • Business Succession Planning
  • Business Valuations
  • Buy / Sell Agreements
  • Economic Damages Analysis
  • Estate and Gift Tax Planning
  • Goodwill and Other Asset Impairment (ASC 350 / 360)
  • IRC Section 409A
  • Personal Goodwill Valuation
  • SBA Qualified Business Valuations
  • Shareholder Disputes
  • Stock Option Valuations (ASC 718)

Education

Certifications

  • Certified Public Accountant
  • Ohio Bar, Juris Doctor

Professional and Civic Memberships and Activities

  • American Institute of Certified Public Accountants, member
  • Ohio Society of Certified Public Accounts, member

CliftonStrengths

  • Consistency
  • Context
  • Achiever
  • Analytical
  • Discipline