ElizaBeth J. PetrieCPA, CVA

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About Me:

I began my career as a Staff Accountant at KPMG Peat Marwick in Cincinnati, Ohio. After four years I was promoted to Manager in the Audit Practice and continued in that role for two additional years before deciding to leave the Firm to raise my young family full-time.

Sixteen years and four children later, I rejoined the work-force in 2005 working at a boutique consulting and litigation support firm in Columbus, Ohio and quickly re-acclimated to the professional world, deepening my existing Accounting skill-set and simultaneously broadening my capabilities to include Business Valuation and litigation-related diligence. In 2013, I joined Clarus Partners and continued working in Business Valuation and Litigation Support until mid-2017 when I formed Blue Sky Business Valuation with my long-time colleague, Courtney Sparks White.

I pride myself on listening to and connecting with my clients to grasp the bigger picture, which allows me to efficiently filter out unnecessary information and solve nuanced problems.

services provided:

I work with lenders, business owners, family law attorneys, estate planning attorneys, tax and business attorneys, as well as others, when there is a need for valuing a closely-held business or taking the stress out of complex financial matters.

Valuation services include:

Small Business Administration (SBA) loans
Family law matters
Succession and family wealth planning (estate & gift valuations)
Business planning and decision making (buy-sell agreement consulting, analysis of potential transactions, shareholder transactions)

I have valued small and large companies in a wide array of industries. I also provide consulting services regarding shareholder disputes and financial aspects of family law matters.

Oftentimes I am hired as a component of a divorce litigation team. As the financial expert, I can help uncover unreported income and assets, value the closely-held business(es), prove claims of separate property, and provide guidance on tax consequences for the divorcing parties.

My divorce accounting services include:

Business valuation
Summary of assets & liabilities
Separate property tracing
Summary of income
Spousal and child support calculations
Forensic accounting
Collaborative Divorce Financial Neutral

Licensing & Certifications

Certified Public Accountant, Accountancy Board of Ohio, 1985
Certified Valuation Analyst, National Association of Certified Valuators and Analysts (NACVA), 2008

Education

Bachelor of Arts in Accounting, Furman University
Collaborative Divorce and Mediation training