Certified Business Valuation Services and Merger & Acquisition Consulting

Meet The Owner

Trisch Garthoeffner

NACVA Member #58778 • AICPA Member #8089305 • IRS Representative 00113993-EA

Trisch is the founder and managing member of Anchor Business Valuations & Financial Services, LLC (ABVFS). Trisch has over 15 years of experience in providing business valuation and consulting services. She is an Accredited in Business Valuator (ABV) through the AICPA, a Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) through NACVA (National Association of Certified Valuators and Analysts), an IRS representative (Enrolled Agent or EA) and a court certified expert. Additionally, Trisch has her master’s in accounting with a concentration in business valuations (MAcc).

As a previous holder of the series 7, 62, 63, and 72 licenses, and current Florida licensed Sales Associate, she also has the financial services and merger & acquisition background (~10 years on Wall Street in investment banking and private equity/hedge fund) needed to maintain an active presence in M&A consulting.

Trisch was recently nominated (2022) as the Chair for NACVA’s Standards Board, after serving as the Vice-Chair (2021). She is a past Florida state chapter president for NACVA and a current teacher of the NACVA CVA exam (credentialing program for expert candidates nationwide), a past treasurer of the Florida Academy of Collaborative Professionals and a past Vice-President, and current member, of the Southwest Florida Chapter of Collaborative Professionals. Most recently, Trisch was appointed to the social media task force team of Pocket Experts Solutions.

Trisch is an avid speaker and author of various valuation and finance topics and a past interviewee for the “Value Examiner” publication and the C3 Entrepreneurial CPA Show, and guest Around the Valuation World (October 2020), speaker at the NACVA Summer 2022 Conference, and presenter at various bar associations (family law, estates & trusts, mergers & acquisitions) throughout the United States.

Anchor Business Valuations & Financial Services, LLC

Anchor Business Valuations & Financial Services, LLC specializes in the determination of value for estate and gift taxes, mergers and acquisitions, shareholder/partner planning, business corporation law, matrimonial matters, shareholder disputes and various other employee, tax, and litigation matters.

The size businesses that ABVFS focuses on range in size from $50,000 to $100,000,000 (valuation work concentrated within the $5,000,000 to $15,000,000 in revenues range) and most are within either the medical, dental or construction services sectors.