Valuation Services
Team
Andy Smith
Principal
McLean, VA
703.827.0233
Ryan Berry
Principal
McLean, VA
703.827.0091
Shari Overstreet
Managing Director
Austin, TX
512.751.7213
Brian Sullivan
Managing Director
Silicon Valley, CA
650.638.2310
The McLean Group
Headquartered in
the Washington, DC
metropolitan region, The
McLean Group provides
M&A, business valuation
and strategic consulting
services to middle market
businesses.
The McLean Valuation Services Group
As a core competency and complement to our M&A practice, The McLean Valuation Services Group provides
business valuation services, including intangible asset and financial security valuations for a variety of transaction,
financial reporting and tax purposes. The McLean Valuation Services Group has the requisite experience and
credentials to support litigation proceedings, including quantifying economic damages and valuing business interests.
Practice Highlights
The National Association of Certified Valuators and
Analysts (NACVA) and The Consultants’ Training
Institute (CTI) recognized McLean Group Principal Ryan
Berry in its inaugural 40 Under 40 list of accounting and
financial consulting professionals.
NACVA and CTI also honored McLean Group Founder and
Chairman Emeritus, Dennis Roberts as the 2014 recipient
of the prestigious Thomas R. Porter Lifetime Achievement
Award.
On October 1, 2014 at the 22nd Annual
National Association of Stock Plan
Professionals Conference, The McLean Group’s Shari Overstreet presented on an
expert panel, “Happy 30th Birthday 280G – The IRS Code Section That Has Not Aged
Gracefully.”
On June 17, 2014, The McLean
Valuation Services Group Principal
Andy Smith participated on a panel, “Issues With Private Equity Valuation - Top
Performance or Inflated Valuations?” in association with the CFA Society of Washington,
DC and with the US Securities and Exchange Commission’s Jaime Eichen.
7
| Valuation Vantage
Fall-Winter 2014
