Ryan Grau, CVA, CBA

VP of Business Valuation Services / Partner

 

Ryan has earned his Certified Valuation Analyst (CVA) credential and Certified Business Appraiser (CBA) credential from the National Association of Certified Valuators and Analysts (NACVA) and Institute of Business Appraisers respectively. He is currently a candidate for the Accredited Senior Appraiser (ASA) credential. Ryan is also certified by the Appraisal Foundation on the Uniform Standards of Professional Appraisal Practice (USPAP) and has been admitted multiple times as an expert witness by the Financial Industry Regulatory Authority (FINRA) as well as state and federal judicial authorities.

 

Ryan is an industry authority on value and valuation for investment advisory, wealth management, and insurance-based practices and businesses, having supervised the preparation and delivery of over 5,000 market-based calculation reports for various purposes such as mergers and acquisitions, gifting, divorces, damage claims, C-S Corp. election, estate tax, and institutional lending. Ryan has authored, as well as contributed to, various industry publications and best-selling books on the topics of succession planning, valuation, and acquisition of independent financial service and advisory practices. In 2018, Ryan was recognized as one of the NACVA’s 40 Under Forty honorees for his accomplishments and contributions to the profession.

 

Ryan has worked with business owners, as well as their attorneys and CPAs to help them understand value drivers as well as the application of valuation theories and principles. He has appraised both controlling and minority interests in closely-held businesses for purposes including mergers and acquisitions, marital dissolutions, partnership dissolutions, damages, litigation support, charitable contributions, gift taxes, and institutional lending, among other things.

 

Ryan’s ongoing mission is to provide clarity to business owners, attorneys, and CPAs on the topics of value and valuation. Through presentations, editorial work, and authorship of numerous articles, Ryan endeavors to share knowledge with individual advisors and to educate the financial services industry as a whole on how to best value, protect, and grow their highly-regulated and often complex practices. Whether they are buying, selling, protecting value through a death and disability plan, or creating equity pathways to grow the enterprise, Ryan’s contributions have helped thousands of advisors and professionals achieve their business goals.

 

Ryan is a graduate of Portland State University with a bachelor’s degree in business administration. He is an auto enthusiast, often spotted off-roading in the mountains or racing at Portland International Raceway. Ryan is married to Christina, and together they maintain a very busy household that revolves around their three children—Anthony, Liam, and Maddie.