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Professional Background

Self

Kevin J. Wilson

Mr. Wilson is the founder of Equitable Business Valuation and has performed hundreds of business valuations over the past 15+ years.  He was formerly the director of business valuations for a large regional South Florida CPA consulting and advisory firm and now lives in the York/Harrisburg, PA area.

Mr. Wilson performs business valuations for attorneys, accountants, and business owners/management relating to tax matters, financial reporting, transactional and litigation matters. 

Practice Areas

  • Estate and Gift Tax Compliance 
  • Family Limited Partnerships
  • Purchase and Sale of Business
  • Financial Reporting (Fair Value Measurements)
  • Mergers and Acquisitions
  • Marital Dissolutions (Divorce)
  • Buy / Sell Agreements
  • Intangible Assets

Credentials

  • 15+ years experience in business valuations
  • Certified Valuation Analyst (CVA) from NACVA
  • Certified Public Accountant – New York
  • Accredited in Business Valuation (ABV) from the AICPA
  • Member of National Association of Certified Valuators and Analysts (NACVA)
  • Member of the American Institute of Certified Public Accountants (AICPA)

Education

  • Fordham University, New York, NY
  • Masters - Professional Accounting
  • Fordham University, New York, NY
  • ​Masters - Finance
  • Marist College, Poughkeepsie
  • Bachelor of Science – Finance
  • Minor - Economics

Work Experience

Director – Business Valuations Services at Goldstein Schechter Koch P.A.
  • Coral Gables, FL from 1996 to July 2011; July 2012 to August 2016.
  • Personally performed hundreds of valuation engagements for the Firm.
  • Responsible for the oversight and management of the Business Valuation Department consisting of several staff.
Senior Manager -  Business Valuation Services at Boyer & Ritter
  • State College, PA from August 2011 to June 2012
Manager – Auditing Dept. at Goldstein Schechter Koch P.A.
  • Coral Gables, FL from 1996 to 2001.
  • Managed a group of senior and staff auditors for financial reporting audit engagements of small to medium-sized businesses.
Senior Accountant – Auditing Dept. at Morrison Brown Argiz, CPA’s
  • Miami, Fl  from 1994 to 1996
Corporate Trust Officer and money market broker
  • From 1984 to 1994 - New York and New Jersey
  • Chase Manhattan Bank
  • Bank of America
  • United Jersey Bank
  • Bierbaum-Martin Brokers

Industries Served

  • Retail and Wholesale
  • Distributors
  • Manufacturing
  • Professional Practices
  • Automobile Dealerships
  • E-commerce
  • Restaurants
  • Healthcare​ / Medical / Physician Practices