Rod Burkert is the founder of Burkert Valuation Advisors, LLC, a business valuation and litigation support firm. Rod performs appraisals for companies operating in a wide variety of industries. His assignments focus primarily on valuations for income/gift/estate situations, divorce proceedings, partner/ shareholder disputes, and commercial damage/economic loss matters. He also provides independent report review and project consulting services to assist attorneys and fellow practitioners with their engagements.
Between 1996 and 2005, Rod was a member of and a lead instructor for NACVA’s Consultants Training Institute, which develops and presents professional education courses on business valuation and related practice areas at training centers throughout the United States. Missing the classroom environment, he rejoined NACVA’s teaching circuit in 2011. Rod is a recipient of various NACVA instructor awards, including Circle of Light (the highest distinction given to NACVA instructors) and Instructor of the Year, and has been named one of NACVA’s Outstanding Members. He is also a past chairman of NACVA’s Executive Advisory Board and Education Board.
Rod has lectured on valuation matters for the AICPA, ASA, ALI-ABA, state CPA societies, chambers of commerce, estate planning councils, bar associations, law firms, and private banking groups. He has authored several valuation articles that have been accepted for publication in various professional journals and is a regular contributing author to Business Valuation Update, The Value Examiner, and Financial Valuation and Litigation Expert.
Prior to forming Burkert Valuation Advisors, Rod was a partner in and the Management Advisory Services Department Head at Reinsel & Company LLP, a Reading, Pennsylvania accounting and consulting firm, where he was in charge of the firm’s business valuation practice. Rod was also employed in the audit and tax departments of Price Waterhouse in their Philadelphia, Pennsylvania and Brussels, Belgium offices, served in the operational analysis, financial reporting, and marketing analysis groups of Carpenter Technology, a Reading-based Fortune 500 specialty steel manufacturer, and a merger and acquisition analyst for two large regional banking institutions, Meridian Bank in Reading and Goldome in Buffalo, New York.
Rod received a Bachelor of Science degree in Accounting from Albright College and a Master of Business Administration degree with a concentration in Finance from Lehigh University. Rod is a Certified Public Accountant and has earned the designations of Accredited in Business Valuation and Certified Valuation Analyst, which recognize the training, testing, qualification, and adherence to professional standards in the field of business valuation by the AICPA and NACVA.