NACVA Member Spotlight: Jessie Rich-Greer—Third Quarter 2025
NACVA Member Spotlight
Jessie Rich-Greer MSRE, CVA, MAFF, CEPA
Unlike many valuation professionals who begin their careers as CPAs or accountants, my path has been anything but conventional. My foundation is in commercial real estate. I earned a Master of Science in Real Estate (MSRE) and have spent nearly 15 years immersed in investment, brokerage, and property management across Nevada and California.
About three years ago, I began noticing a trend: clients who were looking to sell not just their real estate, but their businesses as well. The overlap was undeniable, yet few professionals were positioned to advise on both sides of the transaction. Conversations with two local valuation experts reinforced what I was seeing, the field of qualified business valuation professionals was limited, especially those with strong backgrounds in real assets and transaction structuring. One of those experts ultimately became a trusted collaborator, and just this year, he merged his firm into my own, further expanding our depth of expertise.
Along the way, I earned the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. That work deepened my appreciation for how much business owners need clear strategies to maximize value during a transition. To take that expertise further, I turned to NACVA to strengthen my technical valuation skills and broaden the services my firm could deliver.
With my financial experience in underwriting complex real estate investments, I saw an opportunity to bring added value to clients. I joined NACVA as an Ultimate Member and earned the CVA designation in August 2024. Just over a year later, following NACVA’s rigorous guidelines, I obtained the MAFF designation.
Today, my firm licensed in both California and Nevada has expanded beyond real estate investment, brokerage, and management into business valuation, forensic analysis, and sales. We work with attorneys on divorce, litigation, and estate planning matters, and we support business owners with exit strategies that integrate both their companies and their underlying real estate.
With the support and education provided by NACVA, I have been able to integrate these disciplines and deliver a true full-circle approach, helping clients navigate the complex intersection of business value, real estate value, and ownership transitions. NACVA has been instrumental in equipping me with the tools, credibility, and community to serve clients at the highest level.
Thank you.
Jessie Rich-Greer MSRE, CVA, MAFF, CEPA
President | White Oak Legacy Partners
Exciting News: MX Advisors has officially merged with White Oak Legacy Partners.
This strategic integration strengthens our services in business valuation, exit planning, and forensic accounting.
Watch our short video discussing the merger and what it means for our clients: The Merger Announcement
A real estate and family business advisory firm focused on empathy, succession, and security of family legacies.
Certified Valuation Analyst
Nevada Licensed Real Estate Broker - B.O144956.CORP
Nevada Licensed Business Broker - BUSB.0007189.BRK
Nevada Licensed Property Manager - PM.0168501.BKR
California Licensed Real Estate Broker - 01900266
Unlike many valuation professionals who begin their careers as CPAs or accountants, my path has been anything but conventional. My foundation is in commercial real estate. I earned a Master of Science in Real Estate (MSRE) and have spent nearly 15 years immersed in investment, brokerage, and property management across Nevada and California.
About three years ago, I began noticing a trend: clients who were looking to sell not just their real estate, but their businesses as well. The overlap was undeniable, yet few professionals were positioned to advise on both sides of the transaction. Conversations with two local valuation experts reinforced what I was seeing, the field of qualified business valuation professionals was limited, especially those with strong backgrounds in real assets and transaction structuring. One of those experts ultimately became a trusted collaborator, and just this year, he merged his firm into my own, further expanding our depth of expertise.
Along the way, I earned the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. That work deepened my appreciation for how much business owners need clear strategies to maximize value during a transition. To take that expertise further, I turned to NACVA to strengthen my technical valuation skills and broaden the services my firm could deliver.
With my financial experience in underwriting complex real estate investments, I saw an opportunity to bring added value to clients. I joined NACVA as an Ultimate Member and earned the CVA designation in August 2024. Just over a year later, following NACVA’s rigorous guidelines, I obtained the MAFF designation.
Today, my firm licensed in both California and Nevada has expanded beyond real estate investment, brokerage, and management into business valuation, forensic analysis, and sales. We work with attorneys on divorce, litigation, and estate planning matters, and we support business owners with exit strategies that integrate both their companies and their underlying real estate.
With the support and education provided by NACVA, I have been able to integrate these disciplines and deliver a true full-circle approach, helping clients navigate the complex intersection of business value, real estate value, and ownership transitions. NACVA has been instrumental in equipping me with the tools, credibility, and community to serve clients at the highest level.
Thank you.
Jessie Rich-Greer MSRE, CVA, MAFF, CEPA
President | White Oak Legacy Partners
Exciting News: MX Advisors has officially merged with White Oak Legacy Partners.
This strategic integration strengthens our services in business valuation, exit planning, and forensic accounting.
Watch our short video discussing the merger and what it means for our clients: The Merger Announcement
A real estate and family business advisory firm focused on empathy, succession, and security of family legacies.
Certified Valuation Analyst
Nevada Licensed Real Estate Broker - B.O144956.CORP
Nevada Licensed Business Broker - BUSB.0007189.BRK
Nevada Licensed Property Manager - PM.0168501.BKR
California Licensed Real Estate Broker - 01900266
