Certified Business Valuation Specialist

Certified Business Valuation Specialist (CBVS)

(3/27/2019) At Sunrise Advisors, we uniquely serve business owners. Our team of experts work directly with the business owner and their professional advisors (CPAs, attorneys, and bankers) to integrate personal and business planning strategies. Many times, the business is one of the owner’s largest assets, and it’s important to incorporate this asset into personal retirement planning.


Our President recently obtained the Certified Business Valuation Specialist designation from the Business Valuation Institute. The firm’s goal is to better assist our clients in evaluating their business and in preparing for a potential transition (or sale). For more information about our valuation capabilities, visit: Business Valuation.

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