Sonia Desai, CPA (U.S.), CPA-CA (Canada), ASA, CBV, serves as a director in the Forensics and Litigation Services and Valuation Services practices at Weaver; she leads the Valuation Services practice in our Austin office. Sonia has 15 years of experience in valuation, litigation, investigations, accounting and audit. Her diverse experience gives her a unique perspective to provide innovative and comprehensive solutions to her clients. Sonia has focused her practice on providing legal and corporate clients with exceptional insight into dispute resolution, valuation, forensic and accounting-related matters including serving as an expert witness. She combines her experience in valuation and litigation to provide expert witness services involving valuation of closely held businesses and equity ownership, such as shareholder and partner disputes, family law and commercial disputes. Her work in family law includes tracing and characterization. Sonia also has significant experience in advising clients on the value of assets and business interests for estate and gift tax planning, mergers and acquisitions and financial reporting. Her experience spans manufacturing, professional services, healthcare, high-tech, banking, oil and gas, utilities and other industries.
Sonia is a Certified Public Accountant (CPA) licensed in Illinois, a Chartered Professional Accountant (CPA) in Canada, an Accredited Senior Appraiser (ASA) and a Chartered Business Valuator (CBV). She is a member of the American Institute of Certified Public Accountants, Chartered Professional Accountants of Canada, American Society of Appraisers and the Canadian Institute of Chartered Business Valuators. She has served as a panelist and presenter to several legal associations, including the American Bar Association, Austin Bar Association and Travis County Women Lawyers’ Association. She has also authored several articles for publication in journals, including CPA insider, Austin Business Journal and Austin Lawyer. Sonia received her Bachelor of Science degree from the University of Toronto in 2004.