Evergreen Advisors announces the promotion of both Justin Horsman and Will O’Donnell to Manager in our Business Valuation Practice.
Justin Horsman joined Evergreen in 2013 and brings to Evergreen experience in valuation advisory services for a variety of purposes, including estate and gift tax, IRC 409A, dissenting shareholder and oppression, Subchapter-S elections, buy/sell agreements, and fair value reporting. He is a CFA Level 3 Candidate, a member of the American Society of Appraisers, and has passed the four principles of valuation prerequisites. Justin holds his Series 63, Uniform Securities Agent State license, and Series 79, Investment Banking Representative license.
Will O’Donnell joined Evergreen in 2014 and assists in numerous valuations associated with estate and gift tax, ESOP’s, business combinations (ASC805), goodwill impairment (ASC350), IRC 409A, dissenting shareholder and oppression, Subchapter-S elections, martial dissolution, and buy/sell agreements. He has also valued a variety of ownership interests in privately-owned entities operating in a multitude of industries, ranging from simple to complex capitalization structures. Will is a Certified Public Accountant and is accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants. He is also an Accredited Member of the American Society of Appraisers.
Joseph Bradley, President of Evergreen’s Corporate Advisory Practice states, “Justin and Will are skilled professionals that personify Evergreen’s growth culture and our core values of integrity, relationships, teamwork and tenacity. We are proud of their accomplishments and appreciative of their contributions.”
About Evergreen Advisors
Evergreen Advisors is a boutique middle market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. Serving the Mid-Atlantic region including Maryland, Washington D.C., Virginia, and Pennsylvania, Evergreen Advisors, was formed in 2001 to provide innovative and strategic solutions to meet our clients’ evolving business needs.