Rebecca Crowley, CPA, Senior Valuation Advisor

Rebecca Crowley, Senior Valuation Advisor, is a Certified Public Accountant (CPA) with more than 30 years of accounting and valuation experience.  She is registered in the State of South Carolina and has been a member of the American Institute of Certified Public Accountants since 1993.  She was in public practice for five years, including two years with KPMG in Botswana where she worked primarily in audit and management consulting services.  Ms. Crowley also spent several years at private manufacturing firms where she performed internal audit, reporting, budgeting, and analysis functions.  She has been working as a senior business valuation analyst for NBVS since 1999 and completed innumerable valuation assignments for virtually all purposes including buying and selling of businesses, gifting and estate tax planning, built-in-gain, corporate restructurings, buy/sell agreements, and SBA financings.

William Lux, CPA, Valuation Analyst

William Lux, Valuation Analyst, is a Certified Public Accountant (CPA) with 32 years of accounting and valuation experience. He is registered in the State of Texas and has been a member of the American Institute of Certified Public Accountants since 1989. After graduating from the University of Texas at El Paso with a BBA in Accounting, Bill worked in public accounting for both Arthur Andersen and PricewaterhouseCoopers. After leaving public accounting, he held positions in internal audit, accounting, financial reporting, and business development. Bill has also started, owned, and operated several small businesses.

Carrie Allen, CPA, Valuation Analyst

Carrie Allen, Valuation Analyst, is a Certified Public Accountant (CPA) with 12 years of accounting and valuation experience. She is registered in the State of Illinois and is a member of the American Institute of Certified Public Accountants. Carrie graduated from Saint Mary’s College with a BBA in Accounting and began her career with PricewaterhouseCoopers. In addition to public accounting, she has held various positions in accounting and financial planning & analysis with financial services companies, most notably with HSBC.

Audrey Quick, CPA, Valuation Analyst

Audrey Quick, Valuation Analyst, is a Certified Public Accountant (CPA) registered in the State of Texas with 23 years of accounting and valuation experience. Audrey graduated from Arizona State University with an MBA. She has held various positions in accounting, mostly with small public accounting firms specializing in tax and consulting services for individuals and businesses.

Paige Browne, CPA, Valuation Analyst

Paige Browne, Valuation Analyst, is a Certified Public Accountant (CPA) with 15 years of accounting and valuation experience.  She is registered in the state of Texas and has been a member of the American Institute of Certified Public Accountants since 1991. She worked in public practice for 2 years with Ernst & Young where she worked primarily in audit services. Ms. Browne spent 4 years in private practice with Perot Systems and MCI Telecommunications where she worked in reporting, budgeting, and analysis.  Ms. Browne is a graduate of Oklahoma State University.

Monty Walker, Exit and Transition Advisor

Monty Walker, Exit and Transition Advisor, is a Certified Public Accountant (CPA) with a diversity of experience in the closely-held business arena.  Having come from an entrepreneurial family, Monty has a comprehensive business background spanning over 24 years which includes experience in both start-ups and established entities.  Monty served as the CFO of an Investment Trust for a high-net-worth family operation and he has owned and operated several of his own businesses.  His practice focus is on helping small business owners plan especially in the development of Tax, Exit, and Transition Strategies.  Monty’s flagship and most sought after service from clients throughout the country is his Business Transaction Advisory Services.  He works with Business Sellers, Business Buyers, and their various advisors, such as Business Intermediaries, Accountants, and Attorneys, to manage the unique financial, tax, planning, and procedural matters associated with Buying and Selling a business.  Monty is a member of the American Institute of Certified Public Accountants, the Texas Association of Certified Public Accountants, the International Business Brokers Association, and the Texas Association of Business Brokers.

You may reach the Valuation Analysts by e-mail at [email protected]