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Email: rod.burkert@burkertvaluation.com Rod Burkert is the co-founder of Burkert Valuation Advisors, LLC. With a background of over 25 years of combined experience in public accounting and private industry, Rod performs appraisals for companies operating in a wide variety of industries. He works extensively in valuations for gift/estate tax planning, purchase/sale transactions, financial statement reporting, and marital dissolution cases and in litigation support for partner/shareholder disputes and damage/economic loss matters. Between 1996 and 2005, Mr. Burkert was a member of and a lead instructor for the National Association of Certified Valuation Analysts' (NACVA) Training Development Team, which develops and presents professional education courses on business valuations at training centers throughout the United States. Mr. Burkert is a past chairman of NACVA's Executive Advisory Board, Education Board, and Standards Committee. He 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. Rod has lectured on valuation matters for ALI-ABA, the American Society of Appraisers, CPA Associates International, Inc., state CPA Societies, Chambers of Commerce, Estate Planning Councils, Bar Associations, law firms, and private banking groups. He has authored valuation articles which have been accepted for publication in several professional journals and continues to develop and teach courses for NACVA's Career Training Institutes. 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 certified public 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 and Brussels 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. 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, recognizing special training, testing, and qualification in the field of business valuation and adherence to standards established by the AICPA and NACVA, respectively. |
