NACVA Member #58778 • AICPA Member #8089305 • IRS Representative 00113993-EA
Trisch is the founder and managing member of Anchor Business Valuations & Financial Services, LLC (ABVFS). 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 Master Analyst in Financial Forensics (MAFF) through NACVA (National Association of Certified Valuators and Analysts), 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 (2021) as the Vice-Chair for NACVA’s 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 recent guest on Around the Valuation World (October 2020).
Anchor Business Valuations & Financial Services, LLC
Anchor Business Valuations & Financial Services, LLC specializes in the determination of value for estate and gift taxes, mergers and acquisitions, shareholder/partner planning, business corporation law, matrimonial matters, shareholder disputes and various other employee, tax, and litigation matters.
The size businesses that ABVFS focuses on range in size from $50,000 to $100,000,000 (valuation work concentrated within the $5,000,000 to $15,000,000 in revenues range) and most within either the medical, dental or construction services sectors.