Jeff Ullrich
Managing Director, Financial Valuation Services
Jeff Ulrich joined CVA in 2004 as an analyst and worked his way up to becoming a shareholder in 2015. Jeff is responsible for the performance and management of specific financial valuations for domestic and international clients across a wide array of industries. These appraisals have been relied upon for fairness opinions, solvency opinions, restructurings and recapitalizations, extension and monitoring of credit facilities, FASB ASC 805, 350, 360, 820, 718 (Formerly SFAS 141(R), 142, 144, 157 and 123(R)) studies, continuation of employee stock ownership plans, acquisitions and divestitures, investment monitoring and estate planning. Jeff’s engagement experience includes equity, stock and option valuations, financial reporting valuations and intangible asset valuations.
Education
Bachelor’s of Science in business administration and finance, Marquette University
Accreditations
Senior Member of the American Society of Appraisers (ASA) designated in Business Valuation
Certificate of Completion from the American Society of Appraisers in the Advanced Multidisciplinary Healthcare Valuation Education Program
Office Location
CVA Company Headquarters 625 Walnut Ridge Drive, Suite 105 Hartland, WI 53029