About Us

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I’m Adam Brooks, a New Jersey native with a passion for hard work and excellence, developed through years of hands-on experience in small businesses and golf courses. These early roles instilled in me a strong work ethic that has shaped both my personal and professional journey.

I hold a Bachelor of Science in Business Administration with a concentration in Finance from Monmouth University. My career spans diverse areas of finance, including wealth management, investment banking, financial technology, and business valuation.

While working at a respected SMB business valuation firm, I earned the Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts (NACVA). During this time, I specialized in business valuations for SMB M&A transactions and played a key role in developing valuation and lending software platforms.

I’m committed to delivering precise and insightful valuations that help business owners and advisors make informed decisions. Beyond the office, I enjoy exploring the outdoors, staying active, and seeking new experiences—whether on the water, in the woods, or wherever adventure takes me.

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.