The National Association of Certified Valuation Analysts (NACVA) only grants its CVA credential to individuals with considerable professional experience in the valuation field. As the CEO of the NACVA, stated, “The CVA designation is an indication to the business, professional, and legal communities that recipients have met NACVA’s rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation, financial consulting, and related consulting disciplines." Know Thy Market's Joe Carlen, certified with the NACVA, is a licensed Certified Valuation Analyst.
Consequently, Carlen has the skill set for producing strong, defensible, and legally recognized business valuations. Among other purposes, such valuations are useful for estate planning, M&A transactions, financial & tax compliance, some corporate litigation scenarios, and internal strategic deliberations regarding the purchase or sale of equity. There are many quantitative and qualitative factors involved in such projects and Carlen is adept at assembling, integrating and analyzing all of these elements to arrive at a thoroughly analyzed, well-written and defensible valuation for any business.
Carlen has conducted valuations of businesses of a wide range of sizes and industries, from food retail to automotive accessories, swimming pool products to GPS systems, etc. As well, a Carnegie Mellon graduate, Carlen has a strong technical background that makes him more comfortable than most valuators with highly technical and IP-weighted businesses. Moreover, with many years of experience working with a patent law firm, Carlen is one of the few certified valuators known for excellent valuations of patents and other forms of intellectual property. Carlen is also one of relatively few valuators experienced in international/multi-jurisdictional business valuations.