Intangible Assets and Emerging Growth Industries Tech Session Webinar

Noam Hirschberger has more than 20 years of experience in providing valuation services. Noam has extensive experience working with private equity and private debt funds, providing valuations of portfolios consisting of numerous types of financial instruments. He advises Chief Financial Officers at private and public companies on financial reporting matters, such as purchase price allocations, goodwill impairment, and equity compensation. Noam has also collaborated with attorneys to provide estate planning solutions for numerous founders and executives at various types of funds. In addition, he has testified as an expert witness on various valuation matters. Noam founded the complex financial instruments group at the Firm. The team consists of specialists with expertise and knowledge of the capital markets and quantitative credentials, such as the Chartered Financial Analyst (CFA), Financial Risk Management (FRM) and Master of Business Administration (MBA). Their analyses often require advanced financial modelling techniques, such as Monte Carlo simulations and lattice models. The analyses have been used for financial reporting purposes and been reviewed and accepted by the “Big Four” and numerous national accounting firms.

Nainesh Shah, CFA, CVA, is co-founder of Complete Advisors and has over 25 years of experience in business valuation. He provides valuation services for M&A, financial reporting, tax planning, litigation support, and estate planning, with deep expertise in complex and intangible assets. Nainesh is passionate about helping business owners understand their company’s true value and make informed financial decisions. He is co-author (with Evan Levine) of Nine Valuation Mistakes for Business Owners to Avoid, which highlights common errors owners make when planning exits and transitions. He is also a recognized thought leader on the role of artificial intelligence in financial analysis, co-authoring How AI Is Changing the Landscape of Law, Accounting, and Finance (Leimberg Financial Planning Newsletter, 2024). In addition, he is a frequent podcast guest and speaker, discussing how AI is transforming valuation workflows and raising new considerations around data integrity and professional standards.