Zach Sharkey Cfa Cpa Abv Email & Phone Number

O'Fallon, Missouri, Us

https://www.gatewayvalue.comWHAT I DO: I value and represent privately-held businesses with revenue between $500k to $500 million for: - Transaction, Transition & Succession Planning (valuation and M&A representation)- Business ValuationsWHO I WORK WITH: I work with busy professionals including:- Business owners- Attorneys- CPAs- Wealth Managers- Boards of Directors WHAT MAKES ME DIFFERENT: Unlike other firms who bill on the hour and quote a fee range based on how long it takes them to finish the project, I price a fixed, transparent fee before beginning the project and guarantee your satisfaction. - More than 18 years of experience, completing over a thousand business valuations.- One of three CFA Charterholders who is also a licensed CPA and Accredited in Business Valuation (ABV) in Missouri.- Represented buyers and sellers to close transactions (M&A).- Published author and international speaker.- Served as a director on company boards, advised company trustees and directors on how to measure, grow and unlock value, served as interim CEO, as well as other executive advisory services.WHAT OTHERS SAY: Stefanie Williams – Institutional Relationship Manager at Regions Financial“Zach is notorious for finding ways to go above and beyond in all of his work and also in dedicating himself to tailoring his services for his clients.”READY TO TALK? Contact me on LinkedIn or:• Email me at zsharkey@gatewayvalue.com or• Visit www.gatewayvalue.com or• Call me at 636.695.4184

Cleveland, Oh, Us

Conducted economic, market and financial research, developed financial models and prepared valuation reports. Managed valuation analyses of business enterprises, intangible assets and securities for purposes of gift & estate tax, purchase price allocations, impairment testing, stock options, mergers and acquisitions and ESOPs.

Kansas City, Mo, Us

Managed and completed all business valuation engagements, trained junior analysts and promoted business valuation services within Commerce Bank and The Commerce Trust Company’s regional areas. Business valuation opinions included estate and tax planning, gifting, succession planning, buy-sell agreements, debt, shareholder buy-outs and executive compensation appraisals. Achieved 95%-time savings by creating a fully automated closed-end investment company study. Enhanced the firm’s discounted cash flow model, resulting in 30% reduction in staff time. Created a long-term equity anticipation securities model to support valuation discounts of illiquid securities. Created presentations and conducted seminars for CLE/CPE credit to regional attorneys and CPAs, CFOs and other groups.Responsible for the management and review of approximately $700 million in closely-held assets. Assisted corporate trustees, company executives and small business owners in the management and sale of closely-held businesses.Served as president of an operating entity held in trust and served as a director for closely-held companies. Assisted Trust Company C-Suite executives on the valuation of potential private M&A acquisitions for the firm. Created a quarterly consulting product and proprietary equity valuation model for an estimated $1 billion private company. Product features provided co-trustees with key trends and analytics, industry and company analysis, and the company’s estimated equity value compared to its publicly-traded peers.

Naperville, Illinois, Us

Member of the international research team, pursuing and analyzing purchase-sales ideas of equities and convertible bonds for the firm’s existing global funds. Key contributor to the research and portfolio design of the firm’s evolving world growth fund that launched in 2008 and subsequently received a 5-star rating by Morningstar.

Cincinnati, Oh, Us

Responsible for providing yes/no decisions to extend executive liability coverage to publicly-traded companies subsequent to examining the underlying company’s risk profile and valuation metrics in relation to Great American’s risk portfolio. Specialized in publicly-traded financial institutions. Risk analysis measures included the review of SEC filings, judgments on valuation, earnings volatility, business plan and strategy evaluation, management soundness, accounting practices and related party activities. Successfully offered and bound terms on several public companies, including companies engaged in secondary equity offerings, IPOs, and debt. Created industry analysis tutorial guides that reduced non-billable staff time spent on education. Developed an Excel model allowing analysts to evaluate small banks at 50% of the benchmark time.

Saint Louis, Mo, Us

Best "just out of college job" one could ask for. I was a stockbroker for Scottrade (which had then just changed its name from Scottsdale Securities) and worked with a great team. I passed the Series 7 and 66 exams within one month on the first attempt of each exam. After a few years, I left the company to pursue graduate school full time.

Bachelor, Business

Master Of Business Administration (Mba)

Advanced Multidisciplinary Healthcare Valuation Education Program