About Us
Founder - Adam Brooks, CVA
I'm Adam Brooks, founder and Certified Valuation Analyst (CVA) with a deep-rooted drive for precision and impact. My journey began in New Jersey, working at various small businesses and golf courses, instilling the discipline I now bring to the world of financial analysis and valuation.
With a B.S. in Business Administration from Monmouth University and experience spanning wealth management, investment banking, fintech, and valuation, I’ve cultivated expertise across the financial spectrum. I earned my CVA designation at a leading SMB valuation firm, where I specialized in M&A transactions and helped build valuation and lending software tools now used across the industry.
At the intersection of finance and technology, I’m committed to crafting tools and insights that empower business owners to make smarter decisions. Outside the spreadsheets, you’ll find me chasing adventure, whether enjoying the beach, dining out with friends and family, or exploring the unknown.
NACVA/Certified Valuation Analyst
NACVA stands for the National Association of Certified Valuators and Analysts. It's a professional organization that provides training, education, and support to professionals involved in business valuation, financial litigation, and related consulting services.
The Certified Valuation Analyst (CVA) is a professional designation offered by the National Association of Certified Valuators and Analysts (NACVA). This credential is awarded to individuals who have demonstrated expertise in the field of business valuation and financial analysis.
CVA holders have undergone comprehensive training, passed rigorous examinations, and have met the experience requirements set by NACVA.
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7 Costly Mistakes Business Owners Make by Skipping a Valuation — And How to Avoid Them Before It’s Too Late