Liza Bowersox
Liza Bowersox, ASA, has more than 23 years of experience in valuations in a wide variety of industries including financial services, infrastructure, real estate, health care, consumer goods, retail services, professional services, cyber risk, construction, insurance, automotive, logistics, pharma/life science, advanced manufacturing and software. For three years before joining Weaver, she was Managing Director with Artemis Valuation and Advisory. Liza has issued valuation opinions for a variety of purposes including estate and gift tax planning, buy/sell planning and administration, shareholder redemption, corporate planning, issuance of equity in limited liability companies and limited partnerships, investor due diligence, fair value for financial reporting purposes (ASC 350, 805, 718, and 820) and valuation of complex securities (warrants, options, profit units, SAFEs, convertible debt, preferred stock). She provides litigation support and has testified in federal court cases concerning lost profits and economic damages.
Liza is a member of the American Society of Appraisers (ASA) and is on their Business Valuation Committee and their Education and Conference subcommittees. She is an ASA Delegate to the Environmental, Social and Governance Working Group formed by the ASA and is a member of the Canadian Institute of Chartered Business Valuators (CBV Institute); the Institute of Valuers and Appraisers, Singapore (IVAS) and the Royal Institution of Chartered Surveyors (RICS), whose purpose is to collaborate and drive global efforts to measure the impact of ESG factors on corporate valuation.
Liza is an Accredited Senior Appraiser, designated in Business Valuation (ASA); a board member of the Estate Planning Council – Richmond, Virginia chapter and a member of the Association for Corporate Growth – Richmond, Virginia chapter. Liza earned her Bachelor of Arts in economics and government from the University of Virginia where she serves on the board of the College of Arts and Sciences Foundation.
Services
- Valuation of companies for estate, trust, and charitable giving purposes
- Valuation of companies for dispute resolution purposes
- Valuation of companies for financial reporting purposes
- Valuation of companies for employee equity compensation purposes
Industry Focus
- Technology
- Pharmaceuticals and Biotechnology
- Real Estate
- Business Services
- Private Equity
- Consumer Goods
- Industrials
Memberships and Affiliations
- Member of the Business Valuation Committee, ASA
- National educator, ASA
- Member of the Board, Richmond Virginia Estate Planning Council
- Member of the Board, University of Virginia College of Arts and Sciences Foundation
- Member, ESG and Intangible Assets International VPO Working Group
Education
- University of Virginia, BA, Economics and Government
Designations/Certifications
- Accredited Sr. Appraiser (ASA)
Additional Information
- Contributing Author, Valuing a Business: The Analysis and Appraisal of Closely Held Companies, 6th edition