Carrie Zhou, ASA
Business Valuation Leader, Advisory Services Partner
Who I work with
I work with a wide variety of privately held businesses with EBITDA of $5M+ in industries including technology, pharmaceutical, construction, professional services, manufacturing and distribution. My clients include finance managers, attorneys, business owners, presidents, CEOs, CFOs, controllers, accountants, CPAs and family office managers.
My specialty
I specialize in valuation services for general business planning, financial reporting, merger and acquisition preparation, estate and gift tax planning, as well as dissenting shareholder and other litigation and bankruptcy proceedings. My financial reporting valuation experience includes ASC 718, ASC 805, ASC 350, ASC 360, ASC 820, IFRS 3, IAS 38 and fresh start accounting.
I also have considerable experience in the valuation of intangible assets including:
- Trade names and trademarks
- Customer relationships and contracts
- Franchise agreements
- Patented and non-patented technologies
- Software
- Off-market contracts
- Non-competition agreements
Unique things about me
- As a native of China, I also provide valuation services to companies seeking a Mandarin-speaking advisor.
- I earned my Bachelor’s Degree in Finance from Fudan University, Shanghai, China.
- I earned my Master of Business Administration (concentration in finance) from Fisher College of Business at Ohio State University (Go Buckeyes).
When I am not at work
I love spending time with my family. I am an active board member of Georgia Appleseed and numerous professional organizations including:
- American Society of Appraisers
- National Association of Certified Valuators and Analysts
- Rotary Club of North Fulton
- XPX Atlanta Chapter of the Exit Planning Exchange
People say I am
Prompt, curious, detail oriented and a great listener.