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Outstanding Members
We wish to thank and recognize
Marc Bello, CPA/ABV, MST, CVA
Richard Gray, CPA/ABV, CVA, ASA |
Marc Bello, CPA/ABV, MST, CVA
When I received the email indicating I had been
selected for this honor, two things came to mind.
First, did they have the right person? So I checked
the membership roster to make sure there wasn’t
another member named Marc Bello. The second thought
was how privileged I am to be affiliated with a
tremendous organization such as NACVA and how
fortunate I am to be surrounded by an incredible
amount of talented members.
To begin my brief autobiography, I believe that my
roots as a child have contributed to who and where I
am today. The lesson I would like to share from my
youth are the values learned from summer camp. Once I
was able to make my bed, I went to overnight camp
where I spent the next 12 summers for eight weeks a
year. My experience at camp taught me responsibility,
leadership, camaraderie, and spirit. The importance of
friendship, integrity, laughter and hard work became
core values which are extremely important to me today.
After college, with a job starting in September, I
traveled with a friend in a 1987 Grand Fury for eight
weeks around the county. It was an amazing experience.
You can get quite an education living out of a tent
and a car for eight weeks. The final stop on our trip
was the summer camp I spoke of earlier. When I
returned to camp I recognize the importance of setting
goals for the future, but believe it is even more
important remember our core values which ground us
with the ability to achieve those goals.
Professionally, I always joke with people that it took
me a good 10 years to find a profession I am
passionate about and can admit I enjoy coming to work
everyday. I began my professional career as an
auditor, became a tax specialist, received a Master in
Taxation, and worked in private industry before I
focused 100% in the field of valuation. Having spent
years as an understudy and now running a valuation
practice at Edelstein & Company, LLP, I look forward
to the challenges of the profession and the rewards to
be achieved. To tell you a little about our valuation
practice at Edelstein, we specialize in performing
business valuations in the context of marital
dissolution, financial reporting, gift and estate
taxation, dissenting shareholder actions, and stock
options. We also provide litigation support services
as an expert witness in the areas of valuation,
forensic accounting, lost profits, business
interruptions, economic damages and taxation.
NACVA is a tremendous source for positive energy for
professionals. This energy starts with people. The
individuals at NACVA who work behind the scenes
organizing these programs do a tremendous job; they
are well organized, friendly and look out for us as
members. The members with whom I have had the
opportunity to be associated with I am honored and
privileged for all your time, support and wisdom you
have shared with me. I cherish the friendships I have
made and the laughter and discussions we have.
I find one of the most rewarding aspects of my work is
sharing my knowledge and passion for the industry with
others. NACVA has given me that opportunity as an
instructor for Current Updates in Valuation. I am
currently serving a term on the Valuation
Credentialing Board and look forward to the
opportunity to contribute to the strength of this
great organization. Finally as a source to grow
intellectually, I have found the training programs and
the instructors to be exceptional. The breadth of
topics offered and the opportunities to learn new
aspects of the industry are incredible.
To make this work, it would have been the biggest
fault in my career if I did not mention my wife, Cindy
and two daughters. Cindy has been my biggest supporter
and has always been able to keep me grounded in those
core values of friendship, laughter, integrity, and
balance. As my two young daughters as they grow with
age and wisdom, I can only hope they will continue to
hide my luggage because they don’t want me to head to
the airport on a Sunday afternoon.
Thank you again for this great honor, I look forward
to many years of involvement with this fine
organization.
Best,
Marc
Richard Gray, CPA/ABV,
CVA, ASA
|After floundering around a bit with only the
Schilt’s Risk Premium Analysis and the Black/Green
Build-Up Summation Model (remember those?) as a guide,
I did some research and found the National Association
of Certified Valuation Analysts. I was very fortunate
to attend the Fundamentals, Techniques & Theory
training session right in my hometown of Baltimore and
was introduced to the instructors and administrators
that would become so much a part of my career (and my
life) shortly thereafter.
In my first training session, I was immediately
impressed with the content and delivery of the course
materials. What had caused me to flounder was now
beginning to make sense. I knew from the first day
that I wanted to get involved with the organization
and that business valuation for all types of
businesses, not just medical practices, would be my
specialty. At this point in my public accounting
career I had been teaching a CPA review course for a
number of years and I knew that, as my career moved to
business valuation full time, that I would like to
become an instructor in business valuation as well.
After conveying my thoughts to the NACVA, I was soon
serving as an instructor and was being rewarded with
seeing the “light bulb illuminate” in so many
candidates as they begin to understand the theory and
process of valuation.
I expanded my involvement in the NACVA as I realized
that being a part of the organization could greatly
assist me in all aspects of my business valuation
career. I was elected to serve on the Valuation
Credentialing Board and soon became its Chairperson.
This exposed me to a number of the organization’s
Committees and their operations. And most recently, I
was given the honor of being elected to the Executive
Advisory Board, working with the organization at the
top level and helping the NACVA with its continuing
vision for the future.
But overall, what has impressed me the most is the
people connected directly and indirectly to the NACVA.
I know that I can always reach out to any one of the
many colleagues (and some that I consider friends)
that I have come to know in order to receive
professional advice. The NACVA has made my work much
easier.
A few years ago, my wife and I relocated to sunny,
southern Florida where I continue to practice
exclusively in the area of valuation. I have continued
to expand my academic career by occasionally teaching
accounting as an adjunct professor at Florida Atlantic
University (Go, Owls!). But I will always make time
for the NACVA as a part of my professional life as my
career would not be the same without the professionals
within the organization. It’s been a great ride so
far…
Richard Gray, CPA/ABV, CVA, ASA
Daszkal Bolton LLP
2401 NW Boca Raton Boulevard
Boca Raton, Florida 33431
561.367.1040
rgray@daszkalbolton.com
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